Shopify Integration

Shopify Integration

July 30, 20243 min read

Shopify is a widely used e-commerce platform for online and retail shopping. By integrating Shopify with BILT, you can enhance your e-commerce capabilities in several ways, including workflows, the use of Shopify-specific custom values, and more. Follow these steps to integrate Shopify with BILT:

Step 1: Create or Log In To A Shopify Account

Step 2: Enable Private App Development (if already enabled, skip to Step 3.)

  • Once logged in to your Shopify store, navigate to “Apps” from your dashboard.

  • Click “Develop Apps” in the top right of the screen

  • Click "Allow custom app development"

  • NOTE: IF you already had enabled the private app development, you’ll be directed straight to the create/develop apps button and won’t need to re-accept the terms/permissions.

Step 3: Create Your Private App

  • Click to Create an App

  • Enter a name for your app such as “my App” or “Sally’s Shopify Store”, and enter your email address in the appropriate field.

  • Click "Configure Admin API scopes" to configure Admin API integration.

  • Scroll down to "Orders" and enable at least "read_orders" access

  • Scroll down to "Products" and enable at  least "read_products" access

  • Click the "Save" button on the top right.

  • Click the "Install app" button on the top right.

  • Click "Install" in the popup window that appears.

Your app is now ready to be integrated.

Step 4: Retrieve the Admin API Access Token for Integration

  • After the installation is complete, you will be able to find the Admin API Access Token under the API Credentials Section.

  • Click “Reveal Token Once” to get access. 

  • Copy the "Admin API access token" by clicking on the clipboard icon or highlighting it all and using the control+c or command+c keyboard shortcut ono your computer.  Keep this password copied, as you’ll need it in the next step.

Step 5: Connecting Shopify to BILT

  • Back in BILT, navigate to Settings > Integrations.

  • Click “Connect” under Shopify.

  • In the popup window, paste the previously copied password and type out your Shopify App name.

  • Click “Connect” to complete the integration.

Removing Pre-Existing E-Commerce Integrations

The ability to remove pre-existing e-commerce integrations addresses the issue of integrating a single e-commerce store with multiple locations, providing a solution for users who couldn't re-integrate their store if it was already connected to another location. With this update, users can remove an existing integration and re-integrate the same store to a different location if needed. 

One significant benefit of this feature is the improved flexibility and control over store integrations, allowing seamless management across various locations. 

To use this feature, enter the access token and store name;

 if the store is already integrated, an option will appear to remove the current integration and re-integrate it to the desired location.

Shopify Orders in Email Campaign - Conversion Metrics (Email ROI for Shopify Orders)

Campaign conversion metrics, now including Shopify orders,  provides a comprehensive view of how email campaigns drive sales by incorporating Shopify order data into the conversion metrics.

How to Use

Step 1: Sync Shopify Orders

  1. Integrate Shopify with BILT:

    • If you haven’t already integrated your Shopify store, navigate to Payments > Integrations.

  • Search for the Shopify integration guide to complete the setup.

  • Ensure the “Sync Shopify Orders” option is checked to enable order syncing.

Step 2: Navigate to Email Campaigns

  1. Access Email Campaign Statistics:

    • Go to the Marketing section.

    • Navigate to Email Campaigns.

  • Select the campaign for which you want to view statistics.

Step 3: Explore Conversion Metrics

  1. View Revenue Attribution:

    • In the Email Campaign Statistics, scroll to the “Conversion Metrics” section.

  • Here, you will find detailed statistics on the revenue generated from the email campaign, now including Shopify orders.

Benefits

  • Improved Accuracy: By incorporating Shopify orders, the conversion metrics provide a more complete and accurate picture of your email campaign’s effectiveness.

  • Seamless Integration: Shopify orders are now visible under the Orders section, ensuring all sales data is consolidated and readily available for analysis.

  • Enhanced ROI Tracking: This update allows you to show clients exactly how much revenue your email campaigns are generating, providing clear evidence of the campaign’s value.


Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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