Shopify Plugin - Checkout Champ

Checkout Champ provides the ability to automatically pull all Shopify products and push variant metafields back to Shopify.

1 Step 1 - Login to your Shopify Admin site and follow these instructions
2 Step 2 - Enter credentials in Checkout Champ
3 Step 3 - Checkout Page, Upsell/Downsell Pages, Thank You Page

The Shopify cart page must then be manually edited to redirect orders to the CheckoutChamp checkout page.

Step 1 - Login to your Shopify Admin site and follow these instructions

Navigate to Shopify Admin → Apps and then click “Develop apps for your store”

Click “Allow custom app development”

Click “Allow custom app development” again

Click “Create an app”

You will be prompted to specify a name for the app (ProductSync) and a developer email (prefilled with the current logged in Shopify user).

Next, configure the scopes for the Admin API.

Choose the following scopes:

write_customers
read_customers

write_discounts
read_discounts

write_inventory
read_inventory

write_locales
read_locales

read_locations

write_order_edits
read_order_edits

write_orders
read_orders

write_price_rules
read_price_rules

write_product_listings
read_product_listings

write_products
read_products

write_shipping
read_shipping

write_assigned_fulfillment_orders
read_assigned_fulfillment_orders

write_custom_fulfillment_services
read_custom_fulfillment_services

write_fulfillments
read_fulfillments

write_merchant_managed_fulfillment_orders
read_merchant_managed_fulfillment_orders

write_third_party_fulfillment_orders
read_third_party_fulfillment_orders

After the scopes are configured, click “API Credentials” and then “Install” to install the custom app to your store.

After the custom app has been installed on your store you should see your API Access Token which is needed for Step 2.

You will only be able to reveal the token one time. After clicking “Reveal token once” you will see your Access Token value. BE SURE TO SAVE THIS, YOU CANNOT VIEW IT AGAIN. IF YOU LOST YOUR ACCESS TOKEN YOU WILL HAVE TO CREATE A NEW APP.

1. When logged into the Admin site, click on “Apps”

2. From the Apps page, click on blue “Manage private apps” link.

3. From the Private Apps screen, click on the “Create a new private app” button.

4. In the App Details screen, enter a name for the app and a contact email. Please set the permissions for all boxes to “Read and write” and make sure you choose the latest version of Shopify’s API. Please expand the permission scope in the StoreFront API section to allow the CRM to send order data to your shopify store. Once done hit the purple “Save” button.

5. Once the app has been saved your API key and Password will become visible. Please save these as they are required for the plugin setup in the CRM.

After this is complete, please proceed to Step 2.

Step 2 - Enter credentials in Checkout Champ

Add a new checkout and then click the Shopify option. Add Store URL and AccessToken and then click the Sync Products button.

The API Key, and API Password is only needed for Private Apps. These can only be entered on the CRM side under Admin → Plugins → Data Sources

After you sync the products, follow the rest of the setup wizard.

When complete you can view the imported products and variants by clicking CRM at the top of Checkout Champ and then navigate to CRM→Products and CRM→Campaigns

Step 3 - Checkout Page, Upsell/Downsell Pages, Thank You Page

If there is not already a Checkout page in your funnel, select the Checkout page option from the left panel and drag it onto the canvas. Select a template and customize the Checkout page.

Draw an arrow between the Shopify page and the Checkout page.

Add Upsell, Downsell and Thank You pages to the funnel as needed. Connect the pages with arrows and customize each page as needed.

When finished be sure to Publish your funnel.

See here for Checkout Redirect instructions.

Shopify Checkout Redirect - Standard Cart