How can I add Shopify Integration into Cayzu Help Desk?

Updated: 10/11/2022
Article #: 354


Cayzu allows the agent to view more information about your customer's unfulfilled and past orders. Cayzu automatically pulls the last 10 customer orders from Shopify and displays them in your agent portal when viewing a ticket associated to a Shopify order based on matching the customer's email address.


To setup the Shopify Integration, please follow these steps:


1. Log in to your Shopify account as administrator.

2. Click on Apps.



3. Click on Develop apps.



4. Click Enable private app development (if prompted by Shopify).

5. Click on Create an app.


6. Select the following permissions:

A. Customers - read access
B. Orders - read access

7. Click on Save.

8. Copy Admin API access token.

9. Log in to your Cayzu helpdesk account with an administrative account.

10. Click on Gear (left menu).

11. Click on App Integration.

12. Click on Enable next to Shopify.

13. You will be prompted for your Shopify store URL, Admin API access token.

14. Click Save and you should be all set.

 

You will now have a Shopify icon within a ticket that once clicked, will retrieve more information about the customer's unfulfilled orders from Shopify.





Want more information on Cayzu Helpdesk, visit: 
https://www.cayzu.com 







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