Capabilities
Import orders from Shopify into charles:
you can import orders of the last 60 days
charles receives webhooks for all orders placed after the installation. So they appear in real-time in the charles platform
Import products & product categories
Import locations & inventories
Trigger charles flows based on Shopify events: Abandoned cart, Order confirmed
Installing the integration
Easily integrate Shopify in 3 steps:
Configuring the integration
Connect Shopify in charles
Install app in Shopify
Sync existing data
1. Connect Shopify in charles
Go to Settings → Integrations → Available apps
Find Shopify and select Connect. A window will open
Select Start Installation from Shopify Marketplace. You’ll be redirected to the Shopify app store
Select Install
2. Install app in Shopify
5. Sign into your Shopify store
6. Select Install app
7. Sign into charles and confirm the instance that’s being connected
3. Sync existing data
8. Go to Settings → Integrations → Shopify. Select the ⚙️ and a window will open
9. Sync the data by clicking all the buttons from top left to bottom right (wait for the green confirmation before selecting the next one)
Check the integration was successful by looking for synced shop orders and products on the Commerce page.