Shopify Integration
What the App Is
Shopify is a platform that helps businesses create their own online stores. You can manage your inventory and orders with ease. This creates a powerful and sophisticated shopping experience for you and your customers.
The Simpu integration with Shopify lets you manage your customers and their orders. You could do the following:
- View your customer’s Shopify data linked to their email or phone number.
- Modify their data, this includes their biodata and orders.
- Create new orders for a customer.
How it works:
When you click on a message, we pull the information tied to the sender of that message. For example, we pull your customer data through their email address when you click on the email you received from them.
How to install
To install an app, please, do the following:
Step 1
Sign in to Simpu.
Step 2
At the top left corner, click on the settings icon.
Step 3
A page with a left sidebar opens up.
Step 4
On the left sidebar, click on Integrations.
Step 5
On the Integrations page, click on the Shopify app.
Shopify can be found in the all apps section or installed apps sections (if you have previously installed it). You could also search for it.
Step 6
Once Shopify is clicked on, a new page opens up containing a blue ‘Install now’ button. Click on the “Install now” button.
Step 7
A modal pops open containing fields; Name and Account Name.
- The Name field indicates the name given to that particular installation of the Shopify app (Simpu allows for multiple installations of the same app).
- For the Account Name field, the value entered should be picked from your Shopify account’s URL domain.
- A Shopify account domain is in the form of account-name.myshopify.com. The text in the ‘account-name’ area of the domain is what Simpu requires for this field
- You could also fully enter your entire Shopify domain (e.g. account-name.myshopify.com), after filling in these values, click on the connect button at the bottom right of the modal.
Step 8
You would then be directed to Shopify’s authentication page to sign in with Shopify.
Step 9
After signing in with Shopify, you would be redirected back to Simpu, where you would see the installed app.
How to Use the Shopify App
You could view, manage or update your customers’ information with our Shopify app.
To View Customer Information
Step 1
Go to Inbox. This could be done by clicking on the Inbox icon on the top left bar.
Step 2
Click on any Inbox message.
Step 3
At the extreme right, a sidebar (consisting of various installed app icons) is shown.
Step 4
Click on the Shopify icon.
Step 5
If the customer that sent the message does not exist on Shopify, you would see the following message: ‘Oops! no customer data’.
Step 6
If the customer exists on Shopify, the customer's information would be shown in a section to the left (just beside the sidebar).
Step 7
The information is split into two sections. The first section consists of the customer’s name, email, lifetime spending and average order spend.
Step 8
There is also a link icon in the first section that lets you view the customer in detail on your Shopify admin account.
Step 9
The second section contains the customer's orders. The orders are listed here in the order of the most recent.
Step 10
Each order includes information on the product, amount, order status, and address of the order. They also contain action buttons (cancel and close buttons).
Step 11
There is also a view button that allows you to view the order in greater detail on your Shopify admin account.
To Update a Customer’s Information
In order to update a customer’s information, please follow the steps
Step 1
There is an ellipsis icon (a three dots icon) beside the customer’s name in the customer information area.
Step 2
When the icon is clicked, a modal consisting of two options; create order and update customer is shown.
Step 3
Click on the Update Customer option.
Step 4
A modal pops out from the left. It contains the customer information in editable fields.
Step 5
You could then edit the customer’s information as desired.
Step 6
When done, to save your changes, please click on the save button at the bottom of the modal.
To Create an Order
In order to update a customer’s information, please first see steps 1 to 6 of the ‘To View Customer Information guide.
Step 1
There is an ellipsis icon (a three dots icon) beside the customer’s name, in the customer information area
Step 2
When the icon is clicked, a modal consisting of two options; create order and update customer is shown.
Step 3
Click on the Create Order option.
Step 4
A modal pops out from the left. It contains the customer’s default address, a search area for products, and a price summary area.
Step 5
In the search area, enter the name of the product you would like to add to the order. You can repeat this for as many products as you would like to add.
Step 6
The products selected, their quantity, and price would then be displayed in an area below the search field.
- You could edit the number of items or remove them from the order.
- In the summary section, the total amount of the order is shown.
- Click on the Create button to create the order.
- You will then be redirected to the main information area of the customer.
- You can confirm the order was created by viewing the orders list. The newly created order should appear there.
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