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Shopify Connector Setup
Shopify Connector Setup
Updated over a week ago

Welcome to the Shopify Connector Setup guide!

In this article, we will cover the following:

  • Authenticating Shopify in Savant

  • Connecting Data from Shopify

  • Publishing Data to Shopify


Authenticating Shopify in Savant

In order to authorize Savant to access Shopify data you have to create and then add a custom app to your store which will generate a private Admin API Access token.

First, from your Shopify admin page, navigate to Apps and click Develop Apps. If not already enabled, click Allow Custom App Development, read the information provided and confirm. Return to your Shopify admin page and navigate to Settings, then Apps and Sales Channels.

Click Develop apps for your store to be taken to the private app creation page.

Select Create an App and in the modal window enter an App Name an App Developer, then click Create App.

Navigate to Configuration and click Configure next to your Admin API Integration . Enable both read and write permissions for necessary fields and click Save.

Next, click Install App, navigate to the Admin API Access Token section and click Reveal Token Once. You can only reveal this token once, so make sure to copy it down to a notepad document or another safe method of storage. Again, this token can only be revealed once, so you need to copy it to a safe place immediately.

Once you have your API access token you are ready to start connecting Shopify to Savant. From Savant's top menu bar, navigate to Data, then Systems and click New System.

Select Shopify from all available options and click Next. Enter your shop url and API token in the fields below and click Authenticate.

You’re now ready to access your Shopify data in Savant!


Connecting Data from Shopify

On the top left side of your canvas, click the Add Source button, shown below and select your new Shopify connection.

If you are not currently within an analysis, you can add your connection by navigating to Data and selecting New Dataset. Select your previously authenticated Shopify system from the list of available options and click Next.

Now you can configure the dataset and decide which data from various objects you would like to import into your analysis.

  1. Select which Object you would like to import into your data source from the drop down menu.

  2. Select which Columns you want to include in the dataset.

  3. Once you're done, click Next.

Next, add a name and description to your data set to be used within your canvas and click Confirm.

Your data from Shopify is now placed on your canvas as a source for your analysis!

Supported Objects and Fields

Object

Permission

Defaulted selected field

Read

Write

  • Id [KEY]

  • FirstName

  • LastName

  • Email

Read

Write

  • Id [KEY]

  • Number

  • CustomerID

  • Name

Read

Write

  • Id [KEY]

  • Title

  • Vendor

  • Status


Publishing Data to Shopify

On the top left side of your canvas, click the Add Destination button.

Select your Shopify destination from the selections below. If you need to add a new system as a destination, click New System and re-follow the authentication steps above to add your Shopify system. Give your destination a name and description and click Next.

Now you will be greeted by your destination's configuration window, shown below.

Savant can only update data sent to destination sources, so select Update under the Action field. Next, select which object from your destination you would like to publish data to. By default Savant will have "Upsert" selected under the Update Strategy field. Upsert works almost like a mix of the "update" and "append" strategies, where if the ID of a field matches the mapped table it is updated, and if it does not it creates a new record.

NOTE: If you need to map a JSON field to the meta field JSON, use the JSON set function in Savant.

Map the fields you wish to update to the corresponding fields from your analysis. Note that It is required to map the Id field for your analysis to update your destination properly. Savant will automatically detect which fields are numbers, integers or strings and will not allow you to select incompatible mappings. Once you are done configuring your destination, click Apply to save your changes.

Savant is now ready to publish data to your Shopify destination!

Check out our guide on schedule and runs to learn how to write data to Shopify.


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