This guide outlines the requirements and steps needed to connect your Shopify store with MDirector and sync contacts. It also specifies how the synchronization works.
MDirector requirements:
- Your MDirector account must have active API access. Remember that all MDirector accounts have a 30 days free trial or you can have unlimited access with the PRO or TOTAL plans, to upgrade your MDirector plan you can click here.
- You must have created the API corresponding to the sub-account you want to connect with. To do this you must go to the "Integrations" section in your MDirector account and within the "APIS" section generate an Email service API corresponding to the sub-account you want to use (remember to save the API credential password as it is only allowed to be viewed once):
Steps in Shopify:
1- From the backoffice of your Shopify store click on the "Settings" button:
2- Once inside the "Settings" section you will need to access "Apps and sales channels":
3- Enter click again on "Develop apps":
4- Click the "Allow custom app development" button to allow development apps in your Shopify account.
5- On the next screen click on the "Allow custom app development" button to confirm.
6- Once confirmed you can create a connection app with MDirector by clicking on the "Create an app" button:
7- We recommend assigning the name "MDirector" to the app and clicking the "Create app" button:
8- On the next screen click on the "Configure Admin API scopes" button:
9- On the next screen select the permissions the app needs. In this case it will only need to have permission to "read_customers":
Once checked click the "Save" button at the bottom of the screen to save the changes:
10- Once saved, go to the top of the screen and click the "Install app" button:
Confirm the installation of the app by clicking the "Install" button:
11- Finally reveal the "API access token" token by clicking on "Reveal token once", the token is shown only once so it needs to be saved securely as it will be needed later in MDirector:
Steps in MDirector:
1- When logging into your MDirector account access the "Integrations" section by clicking on your name at the top right:
2- Once inside integrations access the "Shopify" section:
If you have several sub-accounts you can select each of them in the dropdown within section integrations, by default the first subaccount will be displayed in alphabetical order.
3- Inside this section there are 4 boxes to fill in:
- Store ID: Corresponds to the domain of your Shopify store.
- Access Token: This is the initial token you saved from Shopify in step 11.
- List ID: This is the identifier of the list to which you want to send Shopify contacts to MDirector. (You can check the identifier of each list by holding the mouse cursor over the list name.
- Api Secret: This is the MDirector API password that we generated in the requirements section.
Once the values have been filled in correctly, the last connection date and the integration status will appear, indicating in green and "Active" when it is correctly and red "Not active".
Relevant information about syncing contacts with Shopify
- The contacts that are synchronized with MDirector are the contacts that have the "Email subscription" option checked in Shopify (they appear as "Subscribed"):
- When an initial connection is made, a massive import will be made to MDirector of the contacts in Shopify but the contacts update afterwards is not in real time, but will be done on a daily basis and the last connection date will be modified to know when the last contact synchronization was. Remember to check the "Last connection date" before sending emails to know when was the last synchronization.
- Existing contacts in the list will not be duplicated or updated in the import if they already existed in the list. Unsubscribed contacts in that sub-account will not be imported either.
- Synchronization is only done from Shopify to MDirector, if contacts are added directly to the MDirector list they will not be sent to Shopify.
- The fields that are sent from Shopify to MDirector are: email, phone, first name, last name, zip code and location.
- Forced synchronization is not immediate and may take a few minutes to update the synchronization date and contacts again.
- When disconnecting the application all data is deleted so it is advisable to save the API information from both Shopify and MDirector before disconnecting.
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