Before You Get Started
Integrating Shopify with Ivorey™ allows you to bring your store, marketing, and automation together in one beautifully streamlined system.
This guide is perfect if you want to:
Integrate your Ivorey™ and Shopify account
Sync customer and order data
How to Integrate Ivorey™ and Shopify
Follow the below steps to integrate Ivorey™ and Shopify:
Step 1: Create a Custom App in your Shopify Store
To begin the integration, you’ll first need to create a custom app inside your Shopify store.
Login to your Shopify store and click on [Apps] in your dashboard
At the top of the screen, click [Develop apps]
Select [Allow custom app development]. Note: If this permission is already enabled, Shopify will automatically skip ahead to the app creation step
In the next screen, click [Allow custom app development] again
Click [Create an app]
Enter a name for the app. For example, you could call it Your Business Name App and then select your email under App developer and select [Create app]
Click [Configure Admin API scopes] to set up the required permissions
Search 'Orders' and enable the read_orders access
Under Customers, enable the read_customers scope by selecting the checkbox in the Admin API Integrations section
Scroll to [Products] and enable the read_products access
Once these permissions are enabled, click [Save] in the top-right corner
After saving, select [Install app]
Proceed by clicking [Install] on the pop up
Once installed, locate the Admin API access token under the API credentials section. Click [reveal token once] as you’ll need this for the next step in Ivorey™
Copy the [Admin API access token]
Step 2: Add the API Access Token to Ivorey™
Now it's time to add API Access Token:
In your Ivorey™ dashboard, go to [Settings] > [Integrations] and click [Connect] under Shopify
Paste the Admin API access token you copied in Step 1 and the name of your Shopify store
Select [Connect] and follow the prompts in the pop-up to complete the setup
Frequently Asked Questions
What happens if I regenerate my API token?
What happens if I regenerate my API token?
You’ll need to reconnect Shopify in Ivorey™ using the new token, otherwise syncing will stop.
Which API scopes are required?
Which API scopes are required?
At minimum, you need the following:
read_ordersread_customersread_products
Missing scopes are one of the most common causes of sync issues.
What data syncs from Shopify to Ivorey™?
What data syncs from Shopify to Ivorey™?
The following data syncs from Shopify to Ivorey™ once connected:
Customers / contacts
Orders & order status
Products (read-only)
Transaction information
Will past orders and customers sync automatically?
Will past orders and customers sync automatically?
No. The integration is designed to sync new data moving forward. If you need past orders or customers brought into Ivorey™, this will require a migration or a manual import.
Can I trigger workflows from Shopify events?
Can I trigger workflows from Shopify events?
Yes. Once Shopify is connected, Shopify activity can be used to trigger powerful automations in Ivorey™, including:
Abandoned cart workflows to follow up with customers who didn’t complete checkout
Post-purchase follow-ups to nurture customers after an order is placed
Post-fulfilment workflows to send delivery updates, care instructions, or review requests
Customer tagging and segmentation to personalise messaging and target the right customers at the right time
Does this replace Shopify email automations?
Does this replace Shopify email automations?
It can, however many users prefer to manage their marketing automations in Ivorey™ while keeping Shopify’s transactional emails active for order confirmations and receipts.
Can Ivorey™ replace Shopify checkout?
Can Ivorey™ replace Shopify checkout?
No. Shopify remains your checkout and payment processor, while Ivorey™ works alongside it to enhance your marketing, automation, and follow-up experience without changing your existing checkout flow.
Is the integration secure?
Is the integration secure?
Yes. Ivorey™ uses Shopify’s secure API access tokens and does not store payment details.
What happens if I disconnect Shopify?
What happens if I disconnect Shopify?
If you disconnect Shopify, new data will stop syncing, however any contacts and records already in Ivorey™ will remain safely in your account.
When should I connect Shopify to Ivorey™?
When should I connect Shopify to Ivorey™?
Ideally, you’ll want to connect Shopify before launching any campaigns, so automations can trigger smoothly from the very first customer interaction.
What should I set up after connecting?
What should I set up after connecting?
After connecting Shopify, we recommend setting up the following to make the most of your integration:
Abandoned cart workflows to recover missed sales
Post-purchase emails or SMS to nurture customers after checkout
Customer tagging for smarter segmentation and more personalised messaging
Once everything is in place, be sure to run a test order to confirm your data is syncing correctly and your automations are triggering as expected.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account.