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Shopify Setup - Quick Setup Wizard

The CSM for Shopify Setup Wizard streamlines the installation process, allowing you to set up your primary sales channel with minimal effort.

Once you have set up a trial subscription and obtained your credentials, you are ready to set up your CSM for Shopify solution. To assist you in the creation of your primary sale channel, CSM for Shopify includes a setup wizard that streamlines the setup process.

Caution: if your online business has multiple stores, and you want to create a separate CSM Sales Channel for each one, it is recommended that you manually set them up, one at a time. This will ensure that the credentials you established during the setup of your primary sales channel are not inadvertently overridden or deleted.

  • 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 
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 Client ID from your dev.shopify.com App version you released in the previous step. 

 41c3680bb9f7

Shopify API Password

Enter the Access Token you generated in the previous step.t. 

 shpua_cae62794e40e
    • "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

Test your Connection

  • Search for CSM Sales Channels and select the related link
    • Click on the associated Sales Channel you just created
      • From the APIs ribbon, choose the Test Channel Communication

    Note: If the test was successful, you can continue your sales channel configuration.  If it failed, please search the knowledge base or contact support.

     

    Let's begin our configuration:

    ➡️ Next Step: Configure your Sales Channel