Shopify - Integration Checklist For Developers

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This checklist intents to guide through the key steps of a project when connection Shopify with Splio. For the generic integration checklist please refer to this article.

Initial Planning

• Define your overall architecture for connecting sources to Splio. Since this is not specific to Shopify, refer to this article for guidance.
• Define the contact key (avoid email if multi-shop set up - cf this article)
  To choose your contact key, you can refer on this article.
• Identify the product key. If the variant_id is not the primary key in Splio, you will need to specify a lookup key.
• Establish how multi-currencies are managed across your Shopify stores
• Check if your client is an international player to understand his product catalog organization. If he needs to store his product translations in Splio, we recommend to the client to integrate it directly in Splio thanks to datahub or API.
• Check if your client retrieves the field contact language, gender and/or birthdate in Shopify. They are important for activation purpose.
• Ask the client the data volume to catch-up in Shopify to prepare for the initialization.

Setup

• (Splio) Set up your tenants
  • We recommend you to have a sandbox universe for a new projet, especially in the case of a multi-source project or e-commerce migration project.
• (Splio) Create a store with the Shopify store id as external_id in Splio. You can retrieve the Store Id directly on your Shopify admin (for exemple: https://admin.shopify.com/store/splio-sandbox, the store id = splio-sandbox)
• (Splio) Create and configure the appropriate lists.
• Understand the data mapping and connector concepts.
• Install the Splio App
• (Optional) Launch a partial initialization with default mapping.
• Align with the marketing team on final data mapping requirements.
• Add the necessary metafields for Shopify data and (https://dev-scp.splio.com/edit/shopify-advanced-data-mapping)
• Approve the final mapping.
• Launch the first initialization.

Testing

• Verify data consistency between your Shopify stores and Splio.
• Ensure metafield consistency.
• Test predefined use cases to validate end-to-end functionality.