Shopify: Overview & Connecting

This article explores the Shopify integration. The start of this article explains why you may want to use Shopify, and continues to explain how to connect a Shopify account to Kindful.


Overview 

Integrate with one of the most popular eCommerce platforms on the web. Whether you're selling the product made by your beneficiaries, or promotional materials for your organization, Shopify makes selling easy, accessible, and affordable.

Kindful makes it easy to do the following:

  • Create a real-time sync of product purchase information from Shopify into your Kindful database
  • Automatically create new or update existing Kindful contact records with Shopify customer data
  • Include additional donations (on top of purchases) in Kindful as Soft Credits

Linked Articles:

Shopify Transactions Entering Kindful "Anonymous"


Connecting to Shopify

Log in to Kindful and select Apps on the left sidebar.

Click App Directory.

Find Shopify from the list, and select Learn More.

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Choose Instructions, then Connect. A new tab will be opened, directing you to Shopify login page. Log in to Shopify with your Shopify credentials.

Once logged in, go to Settings in the bottom left.

shopify_settings_bottom_left.pngSelect Notifications

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Scroll down to the Webhooks section, and select Create webhook.

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Leave the Format on JSON. 

Set the URL to be as it appears in Step 7 of your App Settings inside of Kindful for Shopify. The URL in your account will be different than that which is represented in this article.

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Save webhook.

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Head back to Kindful, and go to Shopify (this should still be open on another tab in your browser).


Configuring the Integration

Set the Shopify Campaign and choose how you would like Shopify to identify purchases from the Post in Kindful as dropdown. 

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Campaign

You can configure which (singular) Kindful Campaign you wish to have Shopify orders be set to upon import. We recommend setting up a new Campaign for this purpose. You have the ability to filter Activity Type: Shopify Order from the Activities page.

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Transaction Type

You can set how the incoming Shopify purchases post into Kindful. There are two options for this:

  1. Transaction - This approach will create a Transaction in Kindful for the overall purchase attributed to the purchaser. The details of the purchase will also be present.
  2. Soft Credit - This approach will create a Soft Credit for all purchases. This will also include the purchase information.

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Considerations

If creating Transactions, we recommend setting  "

After making your selections, press Save.

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Go back to the Shopify tab, and select send test notification from your Notifications settings.

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The status of the Shopify connection within the Kindful app directory will update after initiating this "test notification".

The status will show that Kindful is either still waiting for a transaction to post, or it will show that a transaction has been received and the integration is set and working properly. 


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

 

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