Configure the Shopify app

  • Updated

The OCP database is not included in the free version of OCP. The free version syncs data in real-time without using the OCP database, letting you access public apps and data syncs.

Contact your Customer Success Manager if you have any questions.

The Shopify app lets you sync your Shopify product catalog with Optimizely Connect Platform (OCP).

This app imports the Shopify data to OCP, where you can then use the Sync Manager to sync this data to your other Optimizely products.

Key features

  • Complete product sync  – Import your entire Shopify product catalog to OCP as custom objects, including titles, descriptions, prices, and images.
  • Real-time updates – Automatic real-time updates to keep your product data up-to-date.
  • Flexible configuration – Control which products to sync with options to include or exclude draft and archived products.
  • Simple setup – Easy authentication with your Shopify credentials and one-click historical import.

Prerequisite

Create a private app in Shopify with access to the following scopes to generate the access token for step 4 of Install and configure the app.

  • read_product_feeds
  • write_product_feeds
  • read_product_listings
  • read_products
  • read_publications

Install and configure the app

  1. Go to Data Setup > App Directory.
  2. Select the Shopify app.
  3. Click Install App. The Settings tab displays.
  4. Complete the following in the Shopify Credentials section, and then click Save.
    • Shopify Store URL – Enter your Shopify store URL (without https://).
    • Access Token – Enter your permanent access token from your private Shopify app.
  5. Complete the following in the Sync Options section, and then click Save.
    • Products per Sync – Enter the maximum number of products to sync in a single batch (max recommended is 250).
    • Include Archived Products – Enable to sync archived products.
    • Include Draft Products – Enable to sync draft products.
  6. (Optional) Initiate an immediate, full product sync by clicking Sync All Products in the Manual Actions section.

After you complete this setup, your Shopify products sync to OCP. Complete the following section to sync your Shopify data out of OCP to other Optimizely products, like Optimizely Graph.

Sync Shopify data to other Optimizely products

  1. Go to Data Setup > Sync Manager.
  2. Click New Sync.
  3. Enter a Sync Name, like Shopify Products to Optimizely Graph.
  4. Complete the following for the sync source:
    • Source – Select OCP database.
    • Object – Select the data type that you want to sync from Shopify, like Shopify Product Variants.
  5. Complete the selections for your sync destination:
    • If you select Content Graph (now called Optimizely Graph) as the product to which you want to sync your Shopify data, you must also select the Instance, Object, Status, and Language.
    • If you select OCP App as the product to which you want to sync your Shopify data, you must then select the App and Object.

  6. Connect specific Shopify fields with your chosen destination fields in the Field Mapping section.

    To autopopulate the field mappings based on your chosen source object, select Inherit Source Object in the Object drop-down list of the Destination section, and then click Apply.

  7. Toggle off any field mappings that you do not want to sync (all are on by default).
  8. Select the Sync Schedule cadence. For example, select Every 1 hour to sync Shopify data to your chosen destination once per hour.
     
  9. Click Save. Your Shopify data now syncs to your chosen destination on your chosen schedule.
  10. Repeat these steps if you want to sync Shopify data to different destinations.