Quick Answer
Create a Shopify custom app and connect it to BizStackPro
Create a custom app in Shopify, grant the required Admin API scopes, securely copy its access token, and enter the token and store URL under Settings → Integrations → Shopify. Choose which store elements to import or synchronize, save the connection, and allow the initial synchronization to finish.
Connecting Your Store Data to Your Marketing System
You may be operating a Shopify store while your customer data and marketing tools remain separated.
Integrating Shopify allows products, orders, transactions, and customer activity to flow into BizStackPro.
Without this connection, automations, follow-up, segmentation, and revenue reporting may be incomplete or disconnected from actual store activity.
Once the data is synchronized, Shopify activity can support workflows, email campaign reporting, and customer follow-up inside BizStackPro.
Store Data
Import and synchronize products, collections, contacts, orders, and transactions.
Automation
Use Shopify-specific information and purchase events in BizStackPro workflows.
Revenue Reporting
Use synchronized orders to improve email campaign conversion and revenue reporting.
Recommended sequence: Connect Shopify first, confirm that the required data is synchronizing, and then build tags, sequences, abandoned-cart follow-up, and customer segments around that data.
At a Glance
Connection method
Shopify custom app and Admin API token
Common API scopes
Read orders and products
Available data
Products, contacts, orders, and transactions
Automation examples
Order Submitted and Payment Received
Before You Begin
Prepare your Shopify account and decide which store information should synchronize with BizStackPro.
- Confirm that you can access the correct Shopify store and its application settings.
- Decide whether to synchronize products, collections, contacts, orders, transactions, or a combination of these elements.
- Identify the minimum Admin API scopes required for the selected synchronization options.
- Prepare a secure password manager or secrets vault for the Shopify access token.
- Review and complete important Shopify product SEO fields before a large product import.
- Plan which workflows should respond to Shopify order and payment activity.
Set Up the Integration
Create a Shopify custom application and use its Admin API access token to authorize the BizStackPro connection.
1. Open your Shopify account
Create a Shopify account or sign in to the store you want to connect.
2. Enable custom app development
In Shopify, go to Apps → Develop apps, allow custom app development, and then select Create an app.
3. Configure the Admin API scopes
Enable the scopes required for the information you intend to
synchronize. Common examples include
read_orders and read_products.
Save the settings and install the app.
4. Copy the Admin API access token
Open API Credentials, select Reveal token once, and immediately copy the token to secure storage.
5. Connect Shopify in BizStackPro
Go to Settings → Integrations → Shopify. Enter the Admin API token and Shopify store URL.
6. Select the synchronization options
Choose which products, collections, contacts, orders, and transactions should be imported or synchronized.
7. Save and allow the initial sync to finish
Select Save and allow sufficient time for the initial store-data synchronization to complete.
Protect the token: Shopify displays the Admin API access token only once. Store it immediately in a password manager or secrets vault.
Important Notes and Sync Rules
Taxes are not mapped
Tax information is not mapped when products are imported or synchronized.
Orders use transaction records
Each synchronized order is typically associated with one transaction record inside BizStackPro.
Order statuses are mapped
Shopify orders may be assigned statuses such as Completed or Cancelled in BizStackPro, based on their Shopify status.
Merged contacts update the primary record
When Shopify contacts are merged, BizStackPro updates the primary Shopify contact.
Empty SEO values may synchronize as null
When a product’s SEO title or description has not been
customized in Shopify, its corresponding SEO values may
synchronize as null.
SEO preparation: Complete Shopify product SEO titles and descriptions before performing a large-scale product import when you need those values available in BizStackPro.
Remove or Reassign an Existing Store Connection
If the Shopify store is already connected elsewhere, you may need to remove its current connection before integrating it with a different BizStackPro account or location.
This is especially relevant when reorganizing a multi-location setup or moving a store between account contexts.
If data was missed: Disconnecting and reconnecting the integration can allow you to reimport elements missed during the initial synchronization.
Track Shopify Revenue in Email Campaign Metrics
When Shopify order synchronization is enabled, BizStackPro can display Shopify orders and attributed revenue in email campaign conversion metrics.
1. Enable order synchronization
Confirm that order synchronization is enabled in the Shopify integration settings.
2. Open an email campaign
Go to Marketing → Email Campaigns and open the campaign you want to evaluate.
3. Review conversion metrics
Review the Conversion Metrics section for Shopify orders and attributed revenue.
Reporting tip: Combine post-purchase automations with clean customer segments such as first-time buyers, repeat buyers, and VIP customers to improve lifetime value reporting and follow-up.
Automation Triggers You Can Use
After connecting Shopify, workflows can respond to synchronized store activity.
Order Submitted
Start a workflow when a synchronized Shopify order is submitted.
Payment Received
Start a workflow after a payment is received for a Shopify order.
Example: Payment Received → add the Shopify Buyer tag → send a receipt or support email → add the customer to a post-purchase nurture sequence.
Best Practices
Start with necessary API scopes
Grant only the Admin API access needed for the information you plan to synchronize.
Secure the access token
Store the one-time token in a protected password manager or secrets vault immediately after revealing it.
Verify data before automating
Confirm that contacts, products, orders, and transactions are synchronizing correctly before activating workflows.
Review selected elements over time
Adjust which store elements continue to synchronize as your reporting and automation needs change.
Frequently Asked Questions
Can I re-import data if I miss something during the initial sync?
Yes. Disconnect and reconnect the integration to reimport missed data.
What happens to merged contacts in Shopify?
When contacts are merged, the primary Shopify contact is updated in BizStackPro.
Are taxes synced along with products?
No. Taxes are not mapped when products are imported or synchronized.
Can I disable syncing of specific elements after integration?
Yes. You can adjust which products, contacts, orders, transactions, and other supported elements continue to synchronize after setup.
What triggers are available for automation?
Order Submitted and Payment Received triggers can be used in BizStackPro workflows.
