Shopify
With Bridge Cart, you have the ability to add your Shopify store as a plugin. This will allow you to send customers from Shopify landing pages to your customized checkouts. When your customer checks out, all order details and product variant metafields will be sent back to Shopify for internal tracking purposes.
To setup Shopify, follow the steps below.
To begin, login to your Shopify account and navigate to Shopify Admin -> Apps. From here, click on "Develop apps for your store".
Next, click on "Allow custom app development".
Click "Allow custom app development" again.
Click on "Create an app".
Next, you will see a popup asking you to name your app. Name it "Bridge Cart". And another field for an app developer email (which should default to the user who is logged into Shopify). When done filling those fields out, click "Create app".
Now you'll need to configure the privileges for the Admin API. Tick off read/write access for all of the fields.
Next, configure the privileges for the Storefront API and give Read/Write access for all of those fields as well.
After that's complete, click "API Credentials" and then click "Install" to install the custom app to your store.
Once the app has finished installing, you should see API Access Token. Click Reveal token once and copy this down!
You cannot retrieve this token later. It's important you copy it down once you reveal it as you'll need it to finalize the Bridge Cart Plugin setup.
Back in Bridge Cart, click on "Plugins" on the left hand menu, followed by the "Add Plugin" button on the top right.
On the popup, set a name for your new plugin and select Shopify in the Plugin Type select box. After selecting Shopify, you'll see new fields appear in the popup box.
Here you will need to add the domain of your Shopify store in the Store Domain input. Next, add the Shopify Admin API access token you copied in the Step #7 above into the input field titled Admin API Access Token. Now, set how many minutes of delay before the order syncs back to Shopify if a client closes out the browser window before making it to the thank you page (order synching automatically takes place at the end of a checkout flow). The default delay is set to 15 minutes; you can change this to whatever time you'd like. Lastly, tick off on whether you wish to have Shopify handle email notifications (autoresponder series) or not. When finished, click the "Save Plugin" button.
Next you'll need to link your products to Shopify. Navigate to "Products" in the left hand menu. Click on the three dots (...) next to the product you want to link to shopify, followed by the "Edit" option.
You'll see a popup laying out the details of your product. In the Shopify Product section, select the cooresponding Shopify product to link to this CRM product.
If you recently added new products to Shopify since you setup the plugin, you can click the "Refresh" button to resync the products. You do not need to do this everytime. Only if you've added new products, edited the price, variants, etc.
When you're done, click the "Update Product" button. Do this for each product you synced with Shopify.
The final step to getting Shopify to work is to link it to your checkout flows. Navigate to "Checkout Flows" on the left menu. Then click on the three dots (...) next to the checkout flow you want to link with Shopify. Next click on "Settings".
On the popup, click on the Plugins field and make sure that Shopify is selected and checked off. Once done, click "Update Checkout". You've now successfully linked Shopify to your checkout flow.
When viewing order details you will now see a Shopify Sync block as shown at the bottom of the View Detailsorder page.
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