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Shopify Setup - Quick Setup Wizard

How to create your primary sales channel using the setup wizard ...

To assist you in the creation of your primary sales channel, CSM for Shopify includes a setup wizard that streamlines the setup process.  Before you begin this process, you will want to make sure you have your Shopify credentials.  Please refer to Obtaining Shopify Credentials.

  • Search for CSM Setup and select the related link
  • From the New section, select Shopify Quick Setup
  • "Welcome to the Shopify Quick Setup Wizard." step 
    • It is recommended you enable all options and choose Next (you can always come back and change these at a later time)
  • "API Set Information" step 
    • Here you can specify information about the API Set to connect Business Central to Shopify
Field Example Value

Shopify API Set Code

This is a unique code that identifies the API set. It can be any value you wish, but we recommend naming it something meaningful that describes the external source the API set communicates with. 

 SHOPFIYACCESSTOKEN 

Shopify API Set Description

This is a text description of the API set. It can be any value you wish, but we recommend using a meaningful description.

 SHOPIFY API DATA

Shopify Host Name

This can be obtained from URL of your Shopify account. When you are logged into the administrative portal, the host name is found between the “https//” and “.myshopify.com” portions of the user.

For example, if we have a URL of “https://suiteengine-

csm.myshopify.com/admin”, the host name would be “suiteengine-csm”. 

 suiteengine-csm

Shopify API Key

Enter the API key you copied from the custom app in your Shopify environment. 

  

Shopify API Password

Enter the admin access token you copied from the custom app in your Shopify environment. 

  
  • "Sales Channel Information" step 
    • Specify how you want to identify your sales channel
Field Example Value

Shopify Sales Channel Code

This is unique code that identifies the Sales Channel.

 SHOPIFY_B2C

Shopify Sales Channel Description

This is a text description of the Sales Channel. 

 Shopify Retail Store (B2C)
  • "Press Next to Load the Shopify Data." step   
    • Click Next to load and configure your Shopify channel
  • Once the channel setup is complete, choose Finish

 

➡️ Next Step: Configure your Sales Channel