This article covers the Shopify integration for your Alpine Database
Overview
Enhance your nonprofit's e-commerce operations with our Shopify-Alpine integration, automatically syncing data between your Shopify store and Alpine database. Say goodbye to manual data entry and cumbersome imports by seamlessly syncing data from Shopify and Alpine. Unlock real-time insights to make informed decisions, elevate customer service, and streamline your nonprofit's operations.
Table of Contents
Before you begin
- You must have Admin permissions in your Alpine database
- You must have Admin access to your Shopify store
- An active Shopify account
What data is synchronized
What we push into Shopify
Since the goal of this integration is to pull information from Shopify, your Humanitru Alpine database will not push any information into your Shopify account—it will only pull information.
What we pull from Shopify
Every time this integration runs (nightly), Humanitru Alpine will fetch a list of Shopify Orders since the last time the integration was run. Each Shopify Order will have information about the Constituent as well as the Action (items, quantity, total paid, ID, etc.)
Constituent Mapping
|
Shopify Field |
Humanitru Alpine Field |
|
first_name + last_name |
Name |
|
|
|
|
first_name |
Email Salutation |
| default_address (address1 + address2 + city + province +country + zip |
Address |
|
phone: phone |
Phone |
Action Mapping
|
Shopify Field |
Humanitru Alpine Field |
|
created_at |
Action Date |
|
(implied) |
Action Type: Note |
|
[SHOPIFY] Order ID: id |
Action Notes |
|
[SHOPIFY] Total Paid: total_price |
Action Notes |
| [SHOPIFY] Items x Quantity: line_items (name x quantity) | Action Notes |
| [SHOPIFY] Status: status | Action Notes |
| [SHOPIFY] Financial Status: financial_status | Action Notes |
NOTE: By default, all Shopify Orders are brought in as Note Actions into Alpine. To enhance the integration's capabilities, you can pair it with Smart Automations to transform Note Actions into various action types such as Tickets, Donations, etc., depending on the details in the Action Notes.
Setup Process
Before you can begin syncing orders from Shopify, you will first need to reach out to their Customer Success Manager to create the Shopify integration. Creating the integration means that the fields to connect to Shopify will appear on the Settings page under the Integrations section.
To establish a connection between Shopify and Alpine, you will need key data values from Shopify, including:
- Shopify Store URL
- Shopify API Key
- Shopify API Secret
- Shopify API Version
- Shopify Access Token
Testing the integration connection
Once you have entered each field you can then test the status of the Shopify integration by clicking the Test Status button. A successful connection will return Connected.
Once connected, the integration will sync constituent records and successfully completed orders made from Shopify pages to your Alpine database on a nightly basis.
SYNC DETAILS
Timing: Nightly
This integration syncs on a nightly basis, and does not occur in real-time.
Constituent Matching: Email, then Name
When looking up a pre-existing constituent to match within Humanitru Alpine, the “Email” field will be prioritized, then any Custom Fields of type “Email” to return the first matching constituent. If no match is found, then a new Constituent will be created.
Action Matching: No
As this integration runs nightly looking at unique windows (orders created since the last time it was run), no duplicate action checking is performed. If you notice Shopify Orders resulting in duplicate Actions, please reach out to your Customer Success Manager.