Shopify Quick Setup Wizard
To assist you in the creation of your primary sale 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.
- From the CSM Role Center or the looking glass find and select CSM Setup
- From the Actions ribbon, select Shopify Quick Setup
- On the first page of the wizard, it is recommended you enable all options and choose Next
- On the second page you will specify information about the API Set to connect Business Central to Shopify
| Field | Description | 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. | SHOPIFY |
| 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. |
- On the third page of the wizard, you will specify how you want to identify your sales channel
| Field | Description | Example Value |
| Shopify Sales Channel Code | This is unique code that identifies the Sales Channel. It can be any value you wish, but we recommend naming it something meaningful that describes the Sales Channel. | SHOPIFY_B2C |
| Shopify Sales Channel Description | This is a text description of the Sales Channel. | Shopify Retail Store (B2C) |
- The fourth page of the wizard is a confirmation page, choose Next to load and configure your Shopify channel
- Once the channel setup is complete, choose Finish