Shopify is a leading e-commerce platform that enables businesses of all sizes to create, manage, and operate online stores. As businesses expand and engage with a growing number of customers, streamlining customer support becomes vital. This is where the integration between HappyFox Help Desk comes into play. The HappyFox - Shopify integration allows agents to view the Shopify customer information and their recent orders right within a HappyFox ticket. Additionally, agents can perform a quick search or lookup of Shopify customers and order information and use it while creating a new HappyFox ticket.

 

 Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️Enterprise Plus 

 

HappyFox - Shopify integration Setup

There are two key steps to configure and enable the Shopify integration with HappyFox

1. Create and Install a Custom App in your Shopify Account
2. Configure the Shopify account in HappyFox Help Desk Account

Step 1: Create and Install a Custom App in your Shopify account

Follow the steps explained below to create a custom app within your Shopify account

1. Log into your Shopify account

2. Navigate to Settings > Apps and sales channels from the left navigation pane.

 

Note: You will need the below permissions in order to access these settings in your Shopify account.
App development

• View apps developed by staff and collaborators
• Develop apps
• Enable app development

App permissions

• Manage and install apps and channels
• Approve app changes'

 

 

3. Click on Developer Apps button (at the top).

 

4. Click on Create an App button.

Provide the App Name and select an App Developer from the dropdown provided and then Click on Create App button.

 

5. Click on Configure Admin API Scopes

Under Select your access scopes to get started you need to configure the API access scopes for the newly created app.

 

6. Configuring the required Admin API Scopes

Under the Customers section, select the following scope(s)

• write_customers
• read_customers

Once the Shopify Integration Setup is done, this will allow your HappyFox Help Desk application to View Customers, Customer Addresses, Order history, and Customer groups within the HappyFox ticket.

 

 

Under the Orders section, select the following scope(s)

• write_orders
• read_orders

Once the Shopify Integration Setup is done, This will allow your HappyFox Help Desk application to View Products, Variants, and Collections within the HappyFox ticket.

 

 

7. Click on the Save button to save the settings.

 

8. Then, Click on Install App. A Confirmation popover will be displayed, provide your confirmation by clicking on Install.

 

 

 

9. Click on Reveal Token Once and Copy the Admin API access token.

 

 

Important Note:

• You can view the Access Token only once (because it provides authenticated Admin API access to your Shopify account) so please make sure you have this information pasted safely in a text file locally.
• This access token is required to complete the Shopify integration Setup in HappyFox.
• This token should be configured within HappyFox Help Desk to authenticate the API requests to fetch Customer and Order information from your Shopify account.

Step 2: Configure the Shopify account in HappyFox

1. Login into your HappyFox Help Desk account and navigate to Main Menu > Apps > E-commerce > Shopify.

 

2. Click on Install button below the Shopify Logo.

 

3. Click on Add New Shopify Account button. Provide the following details,

 

3.1. Account Status toggle should be enabled.

 

3.2. Enter your account name: Please enter your Shopify Store - Account Name here.

For Example if your store URL is https://acmeproducts.myshopify.com then just enter ‘acmeproducts’ in this field.

 

3.3. Access Token: Paste the Access Token of the Custom App you generated from your Shopify account here.

 

3.4. Associate Categories: Select the Categories for the Shopify account here. When you access a ticket in the selected category, Customer and Order information from the above Shopify stores will be fetched and displayed in the respective ticket details page under Shopify section.

 

Note:

• A category can be associated with a maximum of three Shopify stores.
• If no Shopify stores are associated with a category, information from all active Shopify stores are fetched and displayed in the ticket details page.

 

4. Click on Save to update the settings.

 

 

5. The Shopify Integration setup with HappyFox Help Desk is complete, you can enable the app now.

 

Required Permission

• Manage apps settings
• You should have the above permission to enable, configure or update this integration in HappyFox.

Viewing Shopify Customer and Order Information in the Ticket Details Page

 

Shopify Stores Customer and Order information displayed in "Ticket Creation Form":

 

Shopify Stores Customer and Order information displayed in "Ticket Details Page":