Promote your products with SamCart and send order details to Shopify with our new integration!
Promote your physical products using SamCart's high-performing checkout pages and automatically send order data over to Shopify for order fulfillment and management!
When your customers purchase an order from a SamCart checkout page, you can now send the data for that order directly to your Shopify store with the product’s information for fulfillment!
Below, we'll break down how to connect SamCart with Shopify, and how to create rules allowing you to automate the process.
Please note that this guide includes screenshots from our most recent update to the user interface and experience. Get to know your new Marketplace by following this article here! If you would like to set up this integration using an earlier user experience, please follow these steps alongside this article: The Integration Engine
Connecting SamCart With Shopify
Step 1: Authorizing the Connection in Shopify
The first step in setting up this integration is logging into your Shopify account and setting up a custom-app to receive an API access token!
Once you are logged into your Shopify Store account, you will see a Settings button on the bottom left corner of the screen. Click the Settings menu, and then navigate to the Apps and sales channels option. From here, click the Develop Apps button:
Click the Create an app button and then give your custom app a name!
You are now ready to configure the scopes! Click the Confirm Admin API scopes button here:
You will be brought to a list of Admin API access scopes. Scroll down to the Orders and Products sections. From here, click the checkboxes for the following scopes: write_orders, read_orders, and read_products. Make sure to click Save after selecting these options!
Once you click the Install app button in the upper right corner after saving those access scope selections, your API access token will be created!
Please note: To protect your data, you’ll only be able to reveal your Admin API token once. We encourage you to copy and save your Admin API access token in a secure place. If you do not copy/write down this API token after revealing it and need to "grab" it again, you will need to uninstall the app and then follow these steps from the top to create a new custom app with another API token.
Step 2: Authorizing the Connection in SamCart
Now that you have the API access scopes configured in Shopify and have generated your API access token, you're ready for the easy part... authorizing the connection in SamCart!
Start by clicking on the Apps tab from the left-side panel. Then click over to the Shipping tab.
Here, you'll see a list of the available shipping integrations you can connect to your SamCart martketplace.
To add a new Shopify integration, click on the Install button:
This will prompt a box to appear which will request the credentials required to complete the integration. You need to provide your Shopify Shop Domain and the Access Token for this integration:
You can copy over the API access token from your Shopify custom app that we set up in Step 1! The Shop Domain can be found under your Store's name when you're viewing your Shopify settings:
When pasting in your Shopify Shop Domain, remember to include the https:// portion of that URL. Click the blue Connect button, and your SamCart and Shopify accounts are now successfully integrated!
Creating Integration Rules (Global or Product Specific)
Now that SamCart is connected to Shopify, you'll need to establish simple rules that tell the platforms what to do when certain events take place in your SamCart Marketplace. Select Shopify from your Installed apps to start creating those rules at either the Global or Product Specific Level. The process is now the same for both options!
For this example, we will choose to create a rule for a particular product in the SamCart account. Head over to the Product Specific tab (1) and then click the + Add New Rule button (2):
A modal will appear on the right side of the screen. First, you’ll need to decide which product you would like to make the integration rule for. You will then select the appropriate Shopify Action and SamCart Trigger events:
Currently, the only Action for Shopify's integration is "Create Order in Shopify," and the only SamCart trigger is "Order Completed."
Once you have your Product, Action, and Trigger selected, click Add Rule. After your rule is created, it will appear under its corresponding tab (Global or Product Specific).
You're all set to start optimizing sales with SamCart and fulfill/manage orders with Shopify!
Frequently Asked Questions
Q: My integration seems to be functioning properly, but a customer's order wasn't created in Shopify seemingly at random. What happened?
A: If an integration rule fails to fire, there's always a reason. Your apps all have Logs that keep a record of the last 1,000 integration events that took place in your Marketplace! They can be viewed by heading to your Apps tab > Select your app from the Installed list > Scroll to the Logs. Configuration logs display potential errors with your app connection. Action logs display potential errors with your app's rules that fire.
Here, you can search for the event in question and check if anything went wrong. 99% of the time the Logs can provide insight into exactly what might've gone wrong with that action!
Q: What happens in Shopify once a customer purchases a product from SamCart?
A: The order status will be marked as Paid from SamCart and will default the status of the order to Unfulfilled! From there, you can go into each Shopify order (created from SamCart) and fulfill their orders as usual!
