Shopify

Connect Shopify to GrowthLoop to activate audiences and sync customer profiles.

Connect Shopify as a Destination to activate customer data from your data cloud in your Shopify store.

You can use the Shopify Destination in two ways:

WorkflowWhat it does
Audience exportsCreates Shopify customer segments and keeps membership current with dedicated customer metafields.
SyncsCreates or updates Shopify customer profiles from a Dataset.

This guide explains how to connect Shopify and export Audiences. To sync customer profile fields, continue to Create Shopify Syncs.

Prerequisites

Before you begin, make sure you have:

  • A Shopify store and permission to create, configure, and install apps for it.
  • A Shopify app installed on the store with the read_customers and write_customers Admin API scopes.
  • Your store's myshopify.com domain, such as your-store.myshopify.com.
  • The app's Client ID and Client secret.
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Note

Shopify manages new custom apps in the Dev Dashboard. Review Shopify's app installation and setup guide if you need to create or install an app.

Create and configure a Shopify app

  1. In Shopify, navigate to Settings > Apps.
  2. Click Develop apps, then click Build apps in Dev Dashboard.
  3. Click Create app, enter a name such as GrowthLoop, and click Create.
  4. Create an app version and add the read_customers and write_customers scopes in the Access section.
  5. Click Release, then install the app on the Shopify store you want to connect.
  6. Open the app's Settings page and copy the Client ID and Client secret.
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Warning

Store your client secret securely. Do not include it in documents, messages, or source control. Learn more in Shopify's client credentials guide.

Set up destination

  1. Sign in to GrowthLoop and click Destinations in the left sidebar.
  2. Click New Destination in the upper-right corner.
  3. Search for Shopify and click Add Shopify.
  4. Enter the destination details:
    • Destination Name: Enter a clear name that identifies the Shopify store, such as Shopify - Canada.
    • Sync Frequency: Select the default frequency for audience exports.
    • Store: Enter the store's myshopify.com domain.
    • Client ID: Enter the Client ID from your Shopify app.
    • Client secret: Enter the Client secret from your Shopify app.
  5. Click Create. GrowthLoop validates the connection and required permissions.

Success

Shopify now appears in your list of connected Destinations.

Export to destination

  1. Click Audiences in the left sidebar.

  2. Select an existing audience or create a new audience.

  3. Click Export Audience in the upper-right corner.

  4. Select your Shopify Destination.

  5. Configure the export name, campaign type, and schedule.

  6. Configure one of the supported Match Fields:

    Match fieldUse
    Shopify Customer IDMatch using the customer ID from Shopify. Use this option when it is available in your data cloud.
    EmailMatch an existing Shopify customer by exact email address.
    PhoneMatch an existing Shopify customer by exact phone number. Include the country code for the most reliable match.
  7. Click Export.

GrowthLoop creates a Shopify customer segment with the same name as the Audience. It also creates a dedicated, app-owned customer metafield to manage membership. The metafield is set to true when a customer is in the Audience and false when the customer leaves.

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Note

GrowthLoop creates and manages the metafield automatically. You do not need to configure it in Shopify, and GrowthLoop does not change your existing customer tags.

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Note

GrowthLoop updates existing Shopify customers only. Rows that do not match a customer are rejected, and GrowthLoop does not create new Shopify customer records.

Verify the export

  1. In GrowthLoop, open the audience and click the Exports tab.
  2. Confirm that the Shopify export is active and review its latest activity.
  3. In Shopify, navigate to Customers > Segments.
  4. Open the segment with the same name as your GrowthLoop audience and confirm that the expected customers appear.
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Warning

Give each GrowthLoop Audience a unique segment name in Shopify. If the name is already used by another Shopify segment, rename one of the segments and export again.

Congrats on successfully exporting an audience to Shopify!

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Note

Experiencing any issues? Reach out to us at [email protected] and we'll help resolve the matter.


What’s Next

Sync customer profile data from your data cloud to Shopify.

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