This article is made for Shopify users with access to "Custom Apps" the new integration system provided by Shopify.
To easily know if you have access to "Custom Apps" when accessing your Shop Apps by clicking on the app button on the side bar and then "App and sales channel settings" Then on the top right of your Shopify Admin page, you should see "Develop Apps".
Let's start! 🚀
How to connect your Shopify Store to Upfluence
Upfluence allows you to connect your Shopify Store with the Upfluence Software, in order to identify influential customers and enrich their social media data.
NOTE: You can connect an unlimited number of desired Shopify accounts with Upfluence. All you need to do is repeat the above process.
Connect your Shopify Account
From your Upfluence Account, click on Integrations . Scroll down and find the section dedicated to E-commerce Accounts. Here, you can find the "Connect" button on the Shopify panel.
A connection window will appear and ask you for the link of the shop you want to connect to Upfluence. For example, if your shop is: "www.mysuperstore.com" you just have to input "mysuperstore" in the provided field. When it's done, the window will send you to the second next.
NOTE: Please keep the Upfluence software open, as you will need it in the final step.
Generate Credentials
For this second step, you will need to generate access keys to your Shopify shop, which will allow you to link your shop to your Upfluence account. You will need to provide these login credentials:
API Key
Admin API access token
API secret key
How to generate my Shopify credentials
To generate the access keys, you will need to connect to your selected Shopify store via the regular Shopify login system. After logging in, the first step is creating a new Shopify private app.
1. Create a new Shopify Custom app
To create a private app, click on "settings" in the navigation menu on the left side of your page. When you are in the apps menu, click on "App and sales channel settings" Then click "Develop apps" at the top right of the window. When this is done, you will be redirected to the app creation window. You just have to click on "Create an app" to create the app. Then, you can go to the next step.
Add a name for your app and assign a developer. We suggest adding "Upfluence" as the App name to easily identify the app and assign yourself as the owner. Once done, click on "Create app" to validate your choice.
2. Admin API - Active permissions for this app
The app creation process is quick and consists of two steps. The first step is to configure your app accesses. First, click on the configuration button and select "Admin API Integration". It allows you to define the necessary data access we need to:
Identify influencers among your customers base
Generate discount codes
Track sales
Import products and generate orders in one-click
You can change these permissions at any time, and we don't store your data outside of your account. All these data are personal and will stay that way.
You now need to check the necessary permission. Scroll down in the Admin API access scopes in order to access the following permissions and check the ones that are required:
Products: read_products
In order to get product value & track discount codes performances value
Customers: read_customers
In order to identify influential customers, get their order history, number of purchases, and value of purchases.
Discounts: Read and write
In order to generate, assign & send discount codes through Upfluence
Orders: read_orders
In order to track discount code usage
Script tags:
write_script_tags
read_script_tags
In order to automate Live Capture installation on your store
Price rules:
write_price_rules
read_price_rules
In order to View or manage conditional discounts
Draft orders:
write_draft_orders
read_draft_orders
In order to create orders for influencers in a Workflow campaign
Once the permissions are edited, you should have something like the image below.
4. Save
If the two previous steps have been completed successfully, you can now proceed to the next step by saving the app you have just created by clicking on "Save" at the bottom of the page.
You will see a "Configuration saved" message and we can now proceed to the last step.
Add credentials on Shopify Integration Setup
Your app is now created and you have access to the required credentials to finalize the configuration in the Upfluence Software. To do so, click on the "API Credentials" menu at the top of the page.
Generate your Admin API access token by clicking on the "Install" button and validate your choice by clicking on "Install" on the confirmation modal.
Now, it's necessary to copy the following values into Upfluence:
Admin API access token to Password field
API Key to API key field
API Secret Key to Shared Secret Key field
When this is done, you just have to confirm your credentials by clicking on "Connect".
After everything is finalized, your Shopify store is now connected to your Upfluence account.
FAQs
I get an error message when I want to connect my Shopify store, what should I do?
The error message may appear for two reasons:
The credentials are not matching. Make sure you copy and paste the correct credentials from Shopify.
You did not set the correct permissions when creating the Shopify app. Please refer to the guide in "What permissions should I change?" in order to correctly set up permissions.
If these problems are not solved, please contact your account manager.
How secure is my data?
All your data are encrypted in our system and you are the only one that can access it from your account. We do not store any data related to your Shopify store account. If you wish to remove access to your data, you just have to disconnect the Shopify integration on our integrations page.
Who can I contact if I have questions about the data you store?
If you have any questions, please contact your account manager or email us at success@upfluence.com
How can I delete my Shopify data?
If you want to remove the access to your data, you just have to disconnect the Shopify integration on our integrations page.
What are the data points you have access to?
We only use the accesses necessary to run the Shopify integration on your account. Each data point has a specific use. We emphasize that all this data is secure and is not shared outside your account.
Products (
read_products)Usage: To easily import products in your campaign
Link to data points: Product, Variant, Product Image
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
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
Script tags (
read_script_tags; write_script_tags)Usage: To automatically install the Live Capture pop-in on your website.
Link to data points: Script
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
Draft orders (
read_draft_orders, write_draft_orders)Usage: To create orders in one-click during your gifting campaigns and track the order fulfillment progress. We only track the usage of draft orders created from Upfluence.
Link to data points: DraftOrder
If you have any additional questions, feel free to reach out to us at support@upfluence.com or through the chat!