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How to Use the Shopify Integration with Your Account

Connect your Shopify store to GHL Customer Care to sync customer data, automate marketing, and boost sales through seamless integration.

6 min read1,447 words4 explained imagesUpdated Fri, 29 May at 12:51 AM
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  1. Key Benefits of the Shopify Integration
  2. Shopify Connection Methods
  3. Import Elements
  4. Sync Settings
  5. Important Notes and Limitations
  6. How To Setup the Shopify Integration
  7. Tip: For a full Shopify store migration, select all available import and sync options unless your migration plan requires only specific data types. This helps ensure supported historical data is imported and future Shopify activity continues syncing.
  8. Frequently Asked Questions
  9. Related Articles

Connect your Shopify store to GHL Customer Care to bring ecommerce data into your sub-account and support follow-up, automation, and customer management. The Shopify integration helps sync supported Shopify data such as products, collections, contacts, orders, and transactions, making it easier to manage ecommerce activity from GHL Customer Care. Use this guide to connect Shopify, choose what data to import, configure ongoing sync settings, and understand important limitations before setup.

TABLE OF CONTENTS

What is the Shopify Integration?

The Shopify integration connects your Shopify store to a GHL Customer Care sub-account so supported ecommerce data and events can be used inside GHL Customer Care. Once connected, Shopify data can support ecommerce workflows, customer follow-up, product visibility, and order-related automation.

The current Shopify connection experience uses an OAuth App method, which allows users to authorize the connection through Shopify without manually creating a Shopify custom app and copying an Admin API access token. Existing stores connected through the older Custom App method may continue syncing unless the connection is disconnected.

Key Benefits of the Shopify Integration

The Shopify integration helps ecommerce teams centralize Shopify activity inside GHL Customer Care and use that data for better customer engagement, automation, and sales follow-up.

  • Simplified setup: Connect Shopify using an app-based OAuth flow instead of manually creating a custom app and API token.
  • Historical data import: Bring supported Shopify data into GHL Customer Care during setup, including available products, collections, contacts, orders, and transactions.
  • Ongoing data sync: Keep selected Shopify data syncing into GHL Customer Care after the initial connection.
  • Ecommerce automation support: Use synced Shopify activity with supported ecommerce workflow triggers, such as abandoned checkout and order-related automation.
  • Better customer follow-up: Use Shopify customer and order activity to create more relevant email, SMS, and workflow experiences.
  • Centralized ecommerce visibility: View and use supported Shopify information from inside the connected GHL Customer Care sub-account.

Shopify Connection Methods

Shopify can be connected using the newer OAuth App method or the older Custom App method. Understanding the difference helps users choose the right path and avoid creating unnecessary duplicate connections.

Connection MethodBest ForSetup ExperienceNotes
OAuth App MethodNew Shopify connectionsAuthorize Shopify through the app connection flowRecommended for new connections because it reduces manual setup steps.
Custom App MethodExisting legacy Shopify connectionsCreate a Shopify custom app and use an Admin API access tokenOlder setup method documented in existing Shopify integration guidance.
Important: If your Shopify store is already connected using the Custom App method, the existing connection may continue syncing historical data unless it is disconnected. Once disconnected, reconnecting may require using the current OAuth App connection flow.

Import Elements

Import Elements control which supported Shopify records are brought into GHL Customer Care during the initial connection process. This is typically used for historical Shopify data that already exists before the integration is connected.

Available import options may include:

  • Products
  • Collections
  • Contacts
  • Orders
  • Transactions

Choose the data types that are useful for your GHL Customer Care workflows and customer management needs. For example, importing products and collections can help make Shopify catalog information available, while importing contacts and orders can support customer follow-up and ecommerce reporting workflows. GHL Customer Care’s Shopify migration guidance confirms support for importing and syncing products, collections, contacts, orders, and transactions.

Sync Settings

Sync Settings control which Shopify data continues syncing into GHL Customer Care after the connection is active. These settings are different from the initial import because they apply to ongoing activity after setup.

Use Sync Settings to keep selected Shopify data updated in GHL Customer Care. For example, enabling order sync can help new Shopify order activity become available for supported ecommerce workflows and follow-up actions.

Before selecting sync options, confirm which Shopify data your team needs in GHL Customer Care. Turning off a sync option later may stop future syncing, but it may not remove records that were already imported or synced.

Important Notes and Limitations

Shopify sync behavior may vary depending on Shopify plan access, selected settings, and the type of data being synced. Reviewing these notes before setup helps prevent confusion after the connection is active.

  • Shopify data that has already been imported or synced into GHL Customer Care may remain in GHL Customer Care even if the related sync setting is turned off later.
  • Shopify Basic plan users may experience limitations with certain data types depending on Shopify API access and plan restrictions.
  • Use the exact Shopify store name or store URL when prompted during setup.
  • Existing Custom App method connections should not be disconnected unless the user is ready to reconnect using the current supported connection flow.
  • Shopify workflow triggers may change over time. GHL Customer Care’s workflow trigger list currently identifies some older Shopify-specific triggers as deprecating soon, including Shopify Abandoned Cart and Shopify Order Fulfilled, while newer ecommerce store triggers are available for current store connections. 

How To Setup the Shopify Integration

A proper Shopify setup ensures GHL Customer Care receives the correct ecommerce data and keeps the right records syncing after connection. Review your import and sync choices before completing setup so your store data supports the workflows, reporting, and follow-up processes your team needs.

    1. Open the sub-account and go to Settings > Integrations > Shopify.
    2. Click Connect. 
      Step 2 of 8: Click Connect What this shows Step 2 of 8: Click Connect. What this shows Shows what to click for step 2 of 8 in the "How To Setup the Shopify Integration" section of "How to Use the Shopify Integration with Your Account". This screenshot accompanies step 2 of 8 in the "How To Setup the Shopify Integration" section of "How to Use the Shopify Integration with Your Account". At this point in the walkthrough you click Connect. For context, this section explains: A proper Shopify setup ensures GHL Customer Care receives the correct ecommerce data and keeps the right records syncing after connection. Review your import and sync choices before completing setup so your store data supports the workflows, reporting, and follow-up processes your team needs. The navigation path used here is Settings > Integrations > Shopify. This part of the guide covers 12 fields, listed below. The next step is to enter your Shopify store URL or store name and click Next. Step 2 of 8Path: Settings > Integrations > ShopifyImage 1 of 4 What to clickClick Connect.
      Fields in this part of the guide Contact ImportOrder ImportTransaction ImportProduct ImportCollection ImportContact SyncOrder SyncOrder Received TriggerTransaction SyncPayment Received TriggerProduct SyncCollection Sync
      Buttons and menus referenced ConnectSettings > Integrations > ShopifyNextImport ElementsSync SettingsSaveInstall appInstall
      Next stepEnter your Shopify store URL or store name and click Next.
      All 8 steps in this procedure
      1. Open the sub-account and go to Settings > Integrations > Shopify.
      2. Click Connect. this image
      3. Enter your Shopify store URL or store name and click Next.
      4. On the Import Elements screen, select the Shopify data you want to import as a one-time historical import:
      5. Click Next to proceed to the Sync Settings screen. Select the data and triggers you want to keep syncing going forward:
      6. Click Save. This will initiate the OAuth authorization flow and redirect you to Shopify.
      7. On the Shopify Install app screen, review the permissions requested and click Install.
      8. Once approved, you will be redirected back and your Shopify store will be connected.
    3. Enter your Shopify store URL or store name and click Next. 
      Step 3 of 8: Enter your Shopify store URL or store name and click Next What this shows Step 3 of 8: Enter your Shopify store URL or store name and click Next. What this shows Shows what to fill in for step 3 of 8 in the "How To Setup the Shopify Integration" section of "How to Use the Shopify Integration with Your Account". This screenshot accompanies step 3 of 8 in the "How To Setup the Shopify Integration" section of "How to Use the Shopify Integration with Your Account". At this point in the walkthrough you enter your Shopify store URL or store name and click Next. The navigation path used here is Settings > Integrations > Shopify. This part of the guide covers 12 fields, listed below. The next step is to on the Import Elements screen, select the Shopify data you want to import as a one-time historical import. Step 3 of 8Path: Settings > Integrations > ShopifyImage 2 of 4 What to fill inEnter your Shopify store URL or store name and click Next.
      Fields in this part of the guide Contact ImportOrder ImportTransaction ImportProduct ImportCollection ImportContact SyncOrder SyncOrder Received TriggerTransaction SyncPayment Received TriggerProduct SyncCollection Sync
      Buttons and menus referenced NextSettings > Integrations > ShopifyConnectImport ElementsSync SettingsSaveInstall appInstall
      Next stepOn the Import Elements screen, select the Shopify data you want to import as a one-time historical import:
      All 8 steps in this procedure
      1. Open the sub-account and go to Settings > Integrations > Shopify.
      2. Click Connect.
      3. Enter your Shopify store URL or store name and click Next. this image
      4. On the Import Elements screen, select the Shopify data you want to import as a one-time historical import:
      5. Click Next to proceed to the Sync Settings screen. Select the data and triggers you want to keep syncing going forward:
      6. Click Save. This will initiate the OAuth authorization flow and redirect you to Shopify.
      7. On the Shopify Install app screen, review the permissions requested and click Install.
      8. Once approved, you will be redirected back and your Shopify store will be connected.
    4. On the Import Elements screen, select the Shopify data you want to import as a one-time historical import:
      • Contact Import
      • Order Import
      • Transaction Import
      • Product Import
      • Collection Import
        Step 5 of 5: Collection Import What this shows Step 5 of 5: Collection Import What this shows Shows what this covers for step 5 of 5 in the "How To Setup the Shopify Integration" section of "How to Use the Shopify Integration with Your Account". This screenshot accompanies step 5 of 5 in the "How To Setup the Shopify Integration" section of "How to Use the Shopify Integration with Your Account". At this point in the walkthrough you collection Import. For context, this section explains: A proper Shopify setup ensures GHL Customer Care receives the correct ecommerce data and keeps the right records syncing after connection. Review your import and sync choices before completing setup so your store data supports the workflows, reporting, and follow-up processes your team needs. This part of the guide covers 12 fields, listed below. Step 5 of 5Image 3 of 4 What this coversCollection Import
        Fields in this part of the guide Contact ImportOrder ImportTransaction ImportProduct ImportCollection ImportContact SyncOrder SyncOrder Received TriggerTransaction SyncPayment Received TriggerProduct SyncCollection Sync
        Buttons and menus referenced Settings > Integrations > ShopifyConnectNextImport ElementsSync SettingsSaveInstall appInstall
        All 5 steps in this procedure
        1. Contact Import
        2. Order Import
        3. Transaction Import
        4. Product Import
        5. Collection Import this image
    5. Click Next to proceed to the Sync Settings screen. Select the data and triggers you want to keep syncing going forward:
      • Contact Sync
      • Order Sync
      • Order Received Trigger
      • Transaction Sync
      • Payment Received Trigger
      • Product Sync
      • Collection Sync
        Step 7 of 7: Collection Sync What this shows Step 7 of 7: Collection Sync What this shows Shows what this covers for step 7 of 7 in the "How To Setup the Shopify Integration" section of "How to Use the Shopify Integration with Your Account". This screenshot accompanies step 7 of 7 in the "How To Setup the Shopify Integration" section of "How to Use the Shopify Integration with Your Account". At this point in the walkthrough you collection Sync. For context, this section explains: A proper Shopify setup ensures GHL Customer Care receives the correct ecommerce data and keeps the right records syncing after connection. Review your import and sync choices before completing setup so your store data supports the workflows, reporting, and follow-up processes your team needs. This part of the guide covers 12 fields, listed below. Step 7 of 7Image 4 of 4 What this coversCollection Sync
        Fields in this part of the guide Contact ImportOrder ImportTransaction ImportProduct ImportCollection ImportContact SyncOrder SyncOrder Received TriggerTransaction SyncPayment Received TriggerProduct SyncCollection Sync
        Buttons and menus referenced Settings > Integrations > ShopifyConnectNextImport ElementsSync SettingsSaveInstall appInstall
        All 7 steps in this procedure
        1. Contact Sync
        2. Order Sync
        3. Order Received Trigger
        4. Transaction Sync
        5. Payment Received Trigger
        6. Product Sync
        7. Collection Sync this image
    6. Click Save. This will initiate the OAuth authorization flow and redirect you to Shopify.

    7. On the Shopify Install app screen, review the permissions requested and click Install. 

    8. Once approved, you will be redirected back and your Shopify store will be connected.

Tip: For a full Shopify store migration, select all available import and sync options unless your migration plan requires only specific data types. This helps ensure supported historical data is imported and future Shopify activity continues syncing.

Notes:

Taxes are not mapped in Products while importing or syncing the Products.

For each order, only one transaction is created in your sub-account.

Order statuses are marked as "Completed" or "Cancelled" when synced with Shopify.

Merged contacts in Shopify will have the primary contact updated in Sub-account.

If there are no changes to the SEO details in Shopify (default SEO settings), the data will be received as null in Sub-account.

Frequently Asked Questions

Q: Do I need to create a Shopify custom app to connect Shopify?
A: New Shopify connections should use the OAuth App method when available. The older Custom App method requires creating a Shopify custom app and using an Admin API access token, but this should be treated as a legacy setup path unless specifically required.

Q: What is the difference between Import Elements and Sync Settings?
A: Import Elements bring selected historical Shopify records into GHL Customer Care during setup. Sync Settings control which selected Shopify data continues syncing into GHL Customer Care after the connection is active.

Q: Can I change my Shopify sync settings later?
A: Sync settings may be adjustable after setup, but changing them generally affects future syncing. Data that was already imported or synced may remain in GHL Customer Care.

Q: What Shopify data can be imported or synced?
A: GHL Customer Care’s Shopify migration guidance lists supported Shopify data such as products, collections, contacts, orders, and transactions. Availability may depend on the connection flow, Shopify access, and selected settings.

Q: Can Shopify data be used in workflows?
A: Yes. Synced Shopify activity can support ecommerce-related automation in GHL Customer Care. For example, GHL Customer Care supports an Abandoned Checkout trigger for native GHL Customer Care ecommerce stores and connected external stores such as Shopify.

Q: Should I use the Shopify Abandoned Cart trigger?
A: Use the newer ecommerce abandoned checkout trigger when building new abandoned checkout automations. GHL Customer Care’s workflow trigger guidance identifies the Shopify Abandoned Cart trigger as deprecating soon.

Q: What happens if I disconnect my existing Custom App Shopify connection?
A: Existing legacy Custom App connections may continue working while connected. If disconnected, users may need to reconnect using the current OAuth App flow.

Q: Where do I find my Shopify store name?
A: Use the store name or Shopify store URL associated with the Shopify admin account you want to connect. Confirm the store details in Shopify before authorizing the connection.

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