Shopify

The Shopify integration brings an online store's customers and sales into Tiquo, so online orders sit next to bookings, memberships and in-venue sales on each customer's profile. With the App Store app, data only travels from Shopify to Tiquo and Tiquo never writes to your store. If you connect with your own Shopify app, Tiquo can also send customers to Shopify.

What the integration imports

Tiquo imports your full history, from the first customer and order, then checks Shopify for changes every 15 minutes. Shopify keeps the payments and receipts for everything it sold.

Before you begin

Connect your store

Installs always start in Shopify, so there is no store address to type into Tiquo.

1. In Tiquo, open Settings > Integrations, find Shopify and select Connect. The Shopify App Store opens in a new tab. You can also find Tiquo in the App Store yourself.
2. Install Tiquo on your store. Shopify then sends you to Tiquo.
3. Sign in to Tiquo if asked. If you belong to several organisations, switch to the one the store belongs to.
4. On Connect Shopify to Tiquo, select Connect to followed by your organisation's name.
5. Tiquo opens Settings > Integrations. Open the actions menu on the Shopify card and select Settings.
6. Choose the Tiquo sublocation for Shopify orders, turn on Shopify to Tiquo, and select Save settings.

The first import starts when you save. A large store's first import is spread over several runs, so allow some time before checking that every order has arrived.

If Tiquo says the install link is incomplete or has expired, open Tiquo again from your Shopify admin to get a new one.

Connect with your own Shopify app

You can also connect with an app you create in your own store. Use this if you'd rather not install from the App Store. It imports the same customers, companies, orders and abandoned checkouts, and can keep customers in step in both directions. It takes about five minutes.

You need the Manage integrations permission in Tiquo, and you need to be the store owner or a staff member allowed to develop apps.

1. In Tiquo, open Settings > Integrations, find Shopify (custom app) and select Connect.
2. Enter your store's myshopify.com address, for example my-store.myshopify.com.
3. In your Shopify admin, go to Settings > Apps and choose Develop apps. On App development, choose Build apps in Dev Dashboard.
4. In the Dev Dashboard choose Apps, then Create app and Create app manually. Enter Tiquo as the app name and leave the URLs section as it is.
5. Under API access, paste read_customers,write_customers,read_orders into Scopes.
6. Choose Create app. In the Release version window, choose Release.
7. On the app's Overview, under Installs, choose Install app, pick your store and install it.
8. Open the app's Settings. Under Credentials, copy the Client ID and Client secret.
9. Paste both into Tiquo. Tiquo checks them with Shopify before saving anything, and stores the secret encrypted.
10. Choose the Tiquo sublocation for Shopify orders, turn on the import and select Save settings.

Create the app in the store's own Shopify admin. Shopify only lets an app read a store when both belong to the same Shopify organisation, so an app made in an agency or partner account won't work. If Shopify asks which protected customer data the app uses, select Name, Email, Phone and Address.

An app created in your own store can only read the last 60 days of orders, because Shopify doesn't allow the all-orders scope for them. Tiquo warns you after connecting if that applies. For the full order history, use the App Store app.

You can't connect the same store both ways in one organisation. If the store is already connected with the App Store app, disconnect it first, and the other way round.

Sending customers to Shopify

With your own app, the Tiquo to Shopify switch sends customers you create or edit in Tiquo to Shopify straight away: name, email and phone. If Shopify already has a customer with the same email or phone, it's updated rather than duplicated. A blank value in Tiquo never clears something in Shopify.

Customer changes in Shopify reach Tiquo as soon as Shopify reports them. The 15-minute check stays as a backstop. Conflicting customer changes defaults to Newest update wins, so an older edit never overwrites a newer one in either direction.

Settings

Open Settings on the Shopify card to change these at any time:

• Shopify to Tiquo turns the import on or off.
• Tiquo sublocation for Shopify orders is where new orders and abandoned checkouts are created. Changing it applies to orders imported from then on. Orders already imported stay where they are. Saving with the import on requires a sublocation.
• Conflicting customer changes decides what happens when a customer exists in both Shopify and Tiquo and has changed in both: Newest update wins, Shopify wins or Tiquo wins.

Customers and marketing consent

Each Shopify customer is linked to a Tiquo customer. A Shopify customer whose email matches an existing Tiquo customer is linked to that customer instead of creating a duplicate.

Marketing consent follows Shopify's subscribes and unsubscribes:

• A customer who subscribes in Shopify is opted in, with the date Shopify recorded.
• A customer who unsubscribes in Shopify is opted out, unless they opted in again in Tiquo after that.
• Customers who are not subscribed, or are still waiting for double opt-in, keep the consent they already have in Tiquo.

Orders

Shopify orders arrive as legacy orders numbered SHOPIFY- followed by the Shopify order number, with their lines, refunds and customer. B2B orders are also linked to their company. They appear in the customer's order history and count towards the customer's spend.

Because Shopify took the payment and issued the receipt:

• Tiquo doesn't issue a receipt or invoice for these orders.
• Legacy orders can't be cancelled or refunded in Tiquo. Make refunds and cancellations in Shopify, and the next check updates the Tiquo order.

Orders deleted in Shopify stay in Tiquo, because orders are financial records. Shopify test orders are skipped. If you already imported your Shopify history from a CSV export, an order with the same number and total is matched to the existing legacy order instead of being imported twice.

Orders older than 60 days are imported only once Shopify has approved Tiquo's access to all orders.

Abandoned checkouts

A checkout the customer left without paying becomes a legacy lost cart on that customer, numbered SHOPIFY-CART- followed by its Shopify ID, and the customer's activity shows that they left a cart on Shopify. Lost carts feed lost-cart segments and lists, so you can use them in win-back campaigns. Importing a cart never sends Tiquo's own lost-cart messages.

If a customer abandons the same basket again, Tiquo updates their open lost cart to the latest attempt instead of adding another.

Checkouts without a customer are skipped. When the customer later completes the purchase, the Shopify order is imported and the lost cart is closed, so nobody follows up on a sale that already happened.

B2B companies

Stores on a Shopify plan with B2B import their companies, with their contacts linked to the company. Stores without B2B import no companies.

Shopify privacy requests

Shopify forwards customer privacy requests to every app installed on a store. Tiquo handles them for you:

• Customer data request: Tiquo creates a task, due in 30 days, named Shopify customer data request. If the customer is in Tiquo, the task is on their profile and asks you to export their data and send it to the store owner. If they aren't, it asks you to confirm to the store owner that Tiquo holds no data for them.
• Customer erasure request: Tiquo erases its stored copies of the customer's Shopify records. A customer created by the Shopify import is then deleted from Tiquo, and their orders stay as financial records. A customer who was already in Tiquo, or who has an active membership, isn't deleted automatically: Tiquo creates a Shopify customer erasure request task so you can review what to delete.
• Store erasure: 48 hours after a store uninstalls Tiquo, Shopify asks Tiquo to erase the store's data. Tiquo deletes its stored Shopify copies and closes the connection. The customers and orders already in Tiquo stay.

These tasks appear with your other tasks. See Tasks and How do I export a customer's data?

Monitor or disconnect

Open Settings on the Shopify card and expand Data flow health to see each import (customers, companies, orders and abandoned checkouts), how many changes were applied, and any failure. Select Retry failed imports after fixing the cause.

To stop importing, turn off Shopify to Tiquo, or disconnect under Connection. You can also uninstall Tiquo from your Shopify admin. Customers and orders already imported stay in Tiquo.

For help, contact support@tiquo.co.