Shopify

Learn about our Shopify integration

Shopify is an eCommerce software that helps SMBsSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. to sell their products online.

With Codat's Shopify integration, you can securely retrieve your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customers' commerce transactions, standardized to our commerce data model.

Approaches to merchant data sharing

When setting up the integration, you can take one of the following two approaches for enabling your merchants to connect and share their commerce data:

• Custom apps

  Created by merchants exclusively for their Shopify stores.

• Public apps

  Built by you and must be approved by Shopify before use. A single public app can be installed on multiple Shopify stores.

In general, custom apps require less initial setup, with tasks completed by the merchant. Public apps require more initial setup, with tasks completed by you, the Codat client. Choose the option that best suits your circumstances.

About custom apps

A custom app is exclusively linked to a merchant's individual Shopify store and can't be linked to multiple stores. Custom apps are not listed on the Shopify app store or subject to Shopify's app approval process. With this approach, each merchant creates a custom app in their Shopify store.

Custom apps use APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. access tokens (APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. keys) for authentication.

There are no additional provider requirements when using this approach.

To connect their commerce data using a custom app, the merchant does the following:

1. Creates a custom app and assigns it the required APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. scopes.
2. Gets the APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. access token for the app.
3. Enters the access token in LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat..

To get started, see Set up Shopify using custom apps.

About public apps

Public apps are built to connect to multiple Shopify stores owned by multiple merchants. This means you can use a single public app to access data from multiple different merchant stores.

Public apps offer a low-friction way for merchants to linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. their commerce data to Codat. With this approach, you build a single public app and use its secure credentials to authorize your access to Shopify commerce data.

Listed apps are published on the Shopify app store and unlisted apps are not. Only listed apps can be discovered directly from the app store by merchants.

Public apps use an OAuth 2.0 authentication flow.

If you choose this connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. method, you need to do the following:

1. Create a public app that's configured with a Codat redirect URL, webhooksWebhook An automated notification sent from Codat to your application when specific events occur, such as when data syncs complete or connections change status., and the required permissions.

2. Submit your app to Shopify for approval before production use.

3. If your app is approved, enter its secure credentials in the Codat Portal.

You should be aware of Shopify's requirements for public apps as well as the specific functionality that your app will need to provide. To get started, see Set up Shopify using public apps.

OAuth requirements to apps

We handle this requirement for you. All we need is a redirect that can be used to identify the merchant.

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Read next

• Set up Shopify using custom apps
• Set up Shopify using public apps