Upfluence allows you to connect your Shopify store to identify influential customers, track their purchases, and automate discount and gifting campaigns.
💡Note: You can connect an unlimited number of Shopify Stores to Upfluence by repeating the steps below.
Here's a helpful video:
Step 1: Connect your Shopify account
Click on your profile picture (or initials) in the bottom left corner, then select "Integrations".
Scroll down to E-commerce Accounts and click + Add Account > Shopify > Next.
A connection window will appear. Enter your Shopify store link (e.g., if your store is "www.mysuperstore.com," enter "mysuperstore").
Proceed to Shopify to generate your access keys.
Note: Please keep Upfluence open, as you will need it in the final step.
Step 2: Generate Shopify API credentials
To connect your Shopify store, you need:
API Key
Admin API Access Token
API Secret Key
Follow these steps to generate these credentials:
Log in to your Shopify account.
Click Settings > Apps and sales channels.
Click Develop apps in the top right corner.
Click Create an app and enter a name (e.g., "Upfluence").
Assign yourself as the App Developer and click Create app.
Step 3: Set Admin API permissions
Click Configuration > Configure on the Admin API Integration box.
On Admin API access scopes, enable the following permissions:
Customers:
read_customersUsage: To identify influencers among your customers database. We also use it to qualify the identified influencers by enriching their influencer profiles using purchase data (ie. Number of orders, value of orders, date of the first order, date of the last order, first name, last name)
Link to data points: Customer
Discounts (
read_discounts, write_discounts)Usage: To create or retrieve discount codes from Upfluence and scale your discount code strategy. We also use the
writepart to track discount code usage. We only track the usage of discount codes created from Upfluence.Link to data points: AllDiscountItems
Draft orders (
read_draft_orders, write_draft_orders)Usage: To create orders in one-click during your gifting campaigns and track the order fulfilment progress. We only track the usage of draft orders created from Upfluence.
Link to data points: DraftOrder
Inventory (
read_inventory)Usage: To prevent the creation of one-click orders during gifting campaigns when inventory levels are insufficient.
Link to date points: ProductVariantConnection
Orders (
read_orders)Usage: To track discount code/affiliate link usage and sales attribution. It allows you to track the value of orders generated using a specific discount code.
Link to data points: Order
Price rules (
read_price_rules, write_price_rules)Usage: To create and manage the conditional discount codes (e.g. single use per customer)
Link to data points: Price Rule
Products: (
read_products)Usage: In order to get product value & track discount codes performances value
Link to data points: Product, Variant, Product Image
Script tags (
read_script_tags; write_script_tags)Usage: To enable automate Live Capture installation on your store
Link to data points: Script
Click Save.
These permissions allow Upfluence to:
Identify influencers among your customers
Generate and track discount codes
Track sales and orders
Automate Live Capture installation
💡 You can update these permissions anytime, and Upfluence does not store your data outside your account.
Step 4: Finalize the connection
Go to API Credentials at the top of the page.
Click Install and confirm installation.
Copy and paste the following credentials into Upfluence:
Admin API Access Token → Password field
API Key → API Key field
API Secret Key → Shared Secret Key field
Click Connect to complete the integration.
Once connected, you can track customer purchases, generate discount codes, and set up automated gifting campaigns.
Frequently asked questions
1. I get an error when connecting my Shopify store. What should I do?
Check the following:
Ensure your credentials are correct and copied exactly from Shopify.
Verify that you enabled all required permissions in the API settings.
If issues persist, contact your Upfluence account manager.
2. What should I do if I receive the message "The shop is already connected to an account"?
This means the store has already been connected by another team member.
Check with your team to find out who set up the integration.
Ask that team member to share the integration with you by following this guide: How to share integrations with your team
3. Can I connect my Shopify store to Upfluence if it’s not live yet?
Yes, you can integrate your Shopify store even if it hasn’t launched yet.
4. Why does Upfluence require "Write" permissions for my store?
"Write" access is needed for:
Creating discount codes
Generating orders (one-click shipping)
Automating Live Capture installation
💡 If you prefer, you can grant only "Read" access, but you will NOT be able to create orders or discount codes through Upfluence.
Note: You have the option to retain integration ownership, meaning you can choose not to share a specific integration with other team members, allowing you to manage everything exclusively.
5. How secure is my Shopify data?
All data is encrypted and only accessible through your Upfluence account.
Upfluence does not store any data related to your Shopify store account.
You can remove access anytime by disconnecting the integration in Upfluence.
6. When I connect WooCommerce to Upfluence, are old discount offers automatically imported?
No, coupon codes that were not created via Upfluence are not automatically imported.
To include these codes:
Ensure your WooCommerce store is integrated with Upfluence.
Prepare files for your code import based on discount types.
Follow the instructions in this guide: How to import discount codes.
Submit the required files via chat support or email.
Once all correct files are received, our tech team will manually import the codes within one week.
7. Who can I contact if I have questions about my data?
For any questions, contact our support team via Live Chat or email success@upfluence.com.
8. How can I delete my Shopify integration?
To remove access, go to integrations in Upfluence and disconnect the Shopify integration.
9. How does Upfluence track Shopify affiliate links vs. discount codes?
Affiliate links automatically apply a discount code at checkout.
Discount codes can also be manually entered by customers.
Both methods ensure Shopify tracks influencer sales, and the data syncs to Upfluence.
10. If I temporarily disable influencer discount codes, will Upfluence still track sales?
No, discount codes must be active for Upfluence to track influencer sales. If a code is turned off, sales using that code will not be recorded.