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Shopify

Get Shopify data in Converge.

  1. Access Requirements

    1. Step-by-step

  2. Installing Converge on Shopify

    1. Tracking Shopify Server Events
    2. Tracking Shopify Checkout Events
    3. Tracking Shopify Storefront Events

1. Access Requirements

a) Step-by-step

  1. Give the Converge Team access your store URL (e.g. converge-test.myshopify.com).  

  2. Once the Converge Team has sent you a request for collaboration, you will receive a New collaborator request notification from contact@runconverge.com.  

    shopify store with Converge access request notification

  3. Go to the Users and Permissions settings by clicking Settings, then click on Users and permissions.  

    shopify store users and permissions tab

  4. Scroll down to Collaborators and click on Converge.  

    converge collaboration request

  5. Scroll down to Permissions and add View customer events and Manage and add custom pixels.  

    add view customer events permissions

  6. Click on Accept Request.  

    accept request

  7. Done 🎉

2. Installing Converge on Shopify

🧑‍💻🔧 This section is for developers.

   

a) Tracking Shopify Server Events

Event Spec

This integration auto-tracks the following events on the server with all properties available according to the Converge Event Spec.

  • Placed Order

 

Step-by-step

  1. In Converge, navigate to the Sources tab and click on Create a new source
  2. Name your datasource: e.g. {store_name} Store
  3. Enter the store name, this is the string before myshopify.com in the shopify url. E.g. For convergestore.myshopify.com the store name would be convergestore
  4. Navigate to the Shopify dashboard, click on Settings
  5. Click on Apps and and sales channels in the Settings modal
  6. Click on Develop apps, you might have to choose allow custom app development in a pop-up
  7. Click on Create an app, give the app the name Converge and choose your own email address as the developer
  8. Choose Configure Admin API scopes and mark the following 4 scopes (i) read_products, (ii) read_customer_events, (iii) read_customers, (iv) read_orders.
  9. Click on Save and then Install app. Reveal and copy the Admin API access token, paste the token in the Converge webapp under Shopify API Password. Do not fill in a starting date, just click on Create source

ℹ️ You should see the Shopify store syncing data, no need to wait before its fully synced to create connections – we will automatically check which orders are historic and new and forward only the new ones in case a connection is active while historically syncing

 

Video Tutorial

The following video walks you through the steps above.

 

b) Tracking Shopify Checkout Events

Event Spec

This integration auto-tracks the following events on the Shopify Checkout with all properties available according to the Converge Event Spec.

  • Started Checkout
  • Added Contact Info
  • Added Payment Info

 

Step-by-step

  1. In Converge, click on Create a new source
  2. Pick Client-side from the modal
  3. Name your pixel: e.g. {Storename} Checkout
  4. After creating the pixel, click on your pixel and from the modal pick Shopify Custom Pixel, copy the snippet
  5. In the Shopify dashboard, navigate to Settings > Customer Events
  6. Click on Add custom pixel
  7. Name your pixel, e.g. Converge Pixel
  8. Paste the script from the webapp here, make sure to modify the __SHOP_NAME__ string with the actual store name e.g. convergestore.
  9. Click on Save Pixel and Connect Pixel
  10. Go through checkout, and check in the Sources and Profiles tab that the pixel actually receives events . You might have to refresh the dashboard to see new events coming in.

 

c) Tracking Shopify Storefront Events

Event Spec

This integration auto-tracks the following events on the Shopify Checkout with all properties available according to the Converge Event Spec.

  • $page_load
  • Viewed Product
  • Viewed Collection
  • Added To Cart

 

Step-by-step | Standard Shopify Theme

ℹ️ This is for a non-headless Shopify setup. For a headless Shopify setup, please check below.

  1. In Converge, click on Create a new source
  2. Pick Client-side from the modal
  3. Name your pixel: e.g. {Storename} Storefront
  4. Copy the Shopify Liquid snippet
  5. In the Shopify dashboard, navigate to Sales Channels > Online Store > Themes
  6. Click on “…” next to the Customize button, and click Edit code.
  7. Go to the theme.liquid file and insert the snippet right above the closing </head> tag in the theme.liquid file. Click Save
  8. Always doublecheck that you did not break anything on the site after inserting the snippet It’s good practice to add the snippet to other themes in development as well, so a theme switch does not kill website tracking
  9. Check that your pixel is working correctly by generating some page_load events through visiting the store and seeing that these events arrive in Converge.

 

Step-by-step | Headless Shopify Setup

ℹ️ This is for a headless Shopify setup. For a non-headless Shopify setup, please check above.

  1. In Converge, click on Create a new source
  2. Pick Client-side from the modal
  3. Name your pixel: e.g. {Storename} Storefront
  4. Copy the Shopify Liquid snippet
  5. In the Shopify dashboard, navigate to Sales Channels > Online Store > Themes
  6. Click on “…” next to the Customize button, and click Edit code.
  7. Go to the theme.liquid file and insert the snippet right above the closing </head> tag in the theme.liquid file. Click Save
  8. Always doublecheck that you did not break anything on the site after inserting the snippet It’s good practice to add the snippet to other themes in development as well, so a theme switch does not kill website tracking
  9. Check that your pixel is working correctly by generating some page_load events through visiting the store and seeing that these events arrive in Converge.

 

Video Tutorial | Standard Shopify Theme