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.
Make sure to create one app per required Shopify integration.
Step 1: Create an install your Shopify app
Create your Shopify App
To connect your Shopify store, you need:
Client ID
Client Secret
Follow these steps to generate these credentials:
Log in to your Shopify account.
Click Settings > Apps
Click
Develop appsin the top right corner.
Click
Build apps in Dev Dashboard. You will be redirected to the Shopify Dev Dashboard to create the Upfluence App.
Click
Create appon the top right corner
Provide an app name such as "Upfluence - My app" and click
Create
Provide the following information:
URLs:
App URL: https://software.upfluence.co
Uncheck Embed app in Shopify admin
Webhooks API Version: Ignore
Access:
Click
Select scopeCustomers:
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)
ℹ️ You can also copy/paste the following list to facilitate the selection:
read_customers,read_price_rules,write_price_rules,read_discounts,write_discounts,write_draft_orders,read_draft_orders,read_orders,read_products,read_script_tags,write_script_tags
Redirect URL: https://software.upfluence.com
Ignore all the rest of the sections
Once done, click
Releaseat the bottom of the page. This will open a confirmation page.
Add
v1as version name and clickReleaseto confirm.Congrats, your app is created. You now need to install it!
Get your credentials
Now that the app created install, you can get the credentials that will allow you to connect it to Upfluence.
On the left navigation bar, click on
SettingsCopy and paste it somewhere. You will need it in a 2nd time
Client ID
Secret
Install your Shopify App
On the left navigation bar, click on
Homeand then, clickInstall app. This will install the app on your store.
Select the store you want to install the app on.
Confirm the installation by clicking
Install. You should be redirected to Upfluence.
Note: Please keep Upfluence open, as you will need it in the final step.
Step 2: Finalize the connection
Go to Upfluence and connect to your 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
You will find it on your Shopify Home page, look at the URL)
Example: If the link is
https://admin.shopify.com/store/mysuperstore, entermysuperstorein the field.
Copy and paste the credentials from your newly created Shopify App
Client ID -> Client ID
Secret -> Client Secret
Click Connect to complete the integration.
Once connected, you can track customer purchases, generate discount codes, and set up automated gifting campaigns.
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.
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 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:
Ensure your Shopify 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 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.