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Shopify

This guide provides step-by-step instructions to connect your Shopify store with the Whautomate platform and automate experiences like abandoned carts, COD confirmations, Order confirmations, etc.

Available withSalesIncluded in the Complete plan.Plans and modules

Step 1: Open the Shopify setup​

Go to Integrations and click Connect on the Shopify card.

The Integrations page with the Shopify card highlighted

The Shopify Configuration page shows the Redirect URL and the Required access scopes you need for your Shopify app, each with a Copy button, and the same setup steps under How to set up your Shopify app.

Step 2: Create an app in Shopify​

  1. In your Shopify store admin, go to Settings > Apps and click Develop apps.
Apps and sales channels in Shopify settings with the Develop apps button
  1. Create a new app and enter an app name, for example "Whautomate".
App development in Shopify settings with the Create an app button
  1. On the Create version screen, fill in these settings in the order they appear:
    • App URL: paste the Redirect URL from the Shopify Configuration page.
    • Untick Embed app in Shopify admin.
    • Set the Webhooks API version to the version shown on the Shopify Configuration page.
    • Scopes: paste the access scopes from the Shopify Configuration page.
    • Turn on Use legacy install flow.
    • Redirect URLs: paste the Redirect URL again.
  2. Click Release, enter a version name (for example, 1.0) and click Release again.
  3. In the developer dashboard, open Settings > Credentials and copy the Client ID and Secret.
note

Create the app in the same Shopify organization that owns your store. A custom distribution app can only be installed on stores in its own organization.

Step 3: Connect your store​

  1. Back on the Shopify Configuration page, enter your Shopify Store URL (for example, mystore.myshopify.com), the Client ID and the Client Secret.
  2. Click Save Credentials, then Install on Shopify and approve the app in Shopify.
The Shopify Configuration page with the store URL, Client ID and a masked Client Secret filled in, the Redirect URL with a Copy button, the Save Credentials and Install on Shopify buttons, and the How to set up your Shopify app steps

When the store is connected, the Shopify page lists your Shopify automation rules.

Step 4: Configure Shipping Address Phone Number and SMS / WhatsApp Notifications in Shopify​

  1. After successfully connecting your Shopify store to Whautomate, navigate back to your Shopify admin panel.
  2. Go to Settings > Checkout.
Shopify settings with Checkout selected in the menu
  1. Scroll down to the Customer information section.
  2. Ensure the "Shipping address phone number" field is set to Required.
The Customer information section of Shopify checkout settings with Shipping address phone number set to Required
  1. Scroll down further to the Marketing options section.
  2. Check the SMS checkbox. This enables the system to send order updates to customers via SMS or WhatsApp.
  3. Save your changes. 👇
The Marketing options section of Shopify checkout settings with SMS ticked

Step 12: Place a Test Order

  1. Place a test order on your Shopify store to verify that the shipping address and phone number are now mandatory during checkout.
A WhatsApp chat with order confirmation, cancellation and Cash on Delivery confirmation messages from the store
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