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How to connect your Shopify store to Upfluence

Integrate Shopify to track customer purchases and automate influencer campaigns

Updated over a week ago

Upfluence lets you connect one or more Shopify stores to your account so you can:

  • Identify influential customers

  • Generate discount codes and affiliate links

  • Track discount codes' performance

  • Automate gifting campaigns

💡 Note: You can connect unlimited Shopify stores by repeating these steps. Just create one Shopify app per integration.

Step 1: Create an install your Shopify app

To connect a Shopify store, you’ll first create a custom Shopify app and generate the credentials needed for Upfluence.

1. Create your Shopify App

  1. Log in to your Shopify account

  2. Go to Settings > Apps

  3. Click Develop apps in the top‑right corner

  4. Click Build apps in Dev Dashboard (you’ll be redirected to Shopify’s development interface)

  5. Click Create app in the top‑right corner

  6. Give your app a name (e.g., Upfluence – My App) and click Create

2. Configure app access

Under Access > Scopes > Select scopes, select the following:

  • Customers: read_customers

  • Discounts: read_discounts, write_discounts

  • Draft orders: read_draft_orders, write_draft_orders

  • Inventory: read_inventory

  • Orders: read_orders

  • Price rules: read_price_rules, write_price_rules

  • Products: read_products

  • Script tags: read_script_tags, write_script_tags

👍 Best practice: To make it faster, you can paste this list directly:

read_customers, read_price_rules, write_price_rules, read_discounts, write_discounts, write_draft_orders, read_draft_orders, read_orders, read_products, read_inventory, read_script_tags, write_script_tags

3. App setup details

Under URLs:

  • App URL: https://software.upfluence.co

  • Uncheck: Embed app in Shopify admin

  • Preferences URL (optional): ignore

Under Access

  • Redirect URLs: https://software.upfluence.com

Ignore all other sections.

Once you’ve selected the scopes and entered the URLs:

  1. Scroll to the bottom and click Release

  2. On the confirmation page, enter v1 as the version name

  3. Click Release again

🎉 Your Shopify app is now created, but you’re not done yet!

4. Get your credentials

  1. In your app’s sidebar, click Settings

  2. Copy both:

    • Client ID

    • Secret

  3. Save them somewhere, you’ll need them in the next step

5. Install your Shopify App

  1. In the Shopify app sidebar, click Home

  2. Click Install app

  3. Select the store where you want the app installed

  4. Click Install

  5. You’ll be redirected back to Upfluence

Note: Please keep Upfluence open, you’ll need it for the final integration step.

Step 2: Finalize the connection in Upfluence

  1. In Upfluence, click your profile picture (or initials) in the bottom‑left corner

  2. Select Integrations

  3. Scroll to E‑commerce Accounts

  4. Click + Add Account > Shopify > Next

  5. In the connection window, enter:

    • Your Shopify store name

      • Example: If your Shopify admin URL is
        https://admin.shopify.com/store/mysuperstore, enter mysuperstore

  6. Paste your credentials:

    • Client ID → Client ID

    • Secret → Client Secret

  7. Click Connect

FAQs


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.


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 Shopify 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:

  1. Ensure your Shopify store is integrated with Upfluence.

  2. Prepare files for your code import based on discount types.

  3. Follow the instructions in this guide: How to import discount codes.

  4. Submit the required files via chat support or email.

Once all correct files are received, our tech team will manually import the codes within 3-5 business days.


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.


11. I'm using my Shopify integration to track sales but I don't want to offer a discount, can I make a discount plan with a value of zero?

If you're using the Shopify integration to track sales but don't want to offer a discount, it's recommended to use the Upfluence Agnostic Sales Tracking service instead.

This service allows for sales tracking without the necessity of offering discounts. For more information, you can refer to the article on Upfluence's help center: Upfluence sales tracking for any Website | Upfluence Help Center .


12. Can you ensure that a discount code doesn’t end up on a third-party website?

Unfortunately, it's not possible to prevent a discount code from ending up on a third-party website, as controlling people's behavior is beyond our capability.

One solution to consider is using the Upfluence Agnostic Tracking (AST) system, which strictly tracks the sales of those who clicked through your links, offering a more controlled tracking environment.

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