Getting Started with Shopify - Initial Configuration

  Before you start

Reach out to your support contact with your store name, store ID and Shopify URL. Our support team needs this to request collaborator access to your site and enable the Shopify setup menu in your store.

Things to know prior to installation

• Proper data management and processes are critical to the success of your Shopify site. Read the article E-Commerce best practices and consider your current processes.
• GT pushes products based on the Shopify ID, not the GT SKU. This may require the deletion of all products on an existing Shopify site, so they can be replaced when GT pushes the new GT variations over.

Part 1. Grant collaborator permissions to GlobalTill

Collaborator accounts give Shopify Partners access to your Shopify admin directly through their own Partner Dashboard or using the Shopify app. Collaborator permissions give Partners access to only the sections of your store that you want them to see. These accounts don't count towards your store's staff limit.

Only the store owner, or staff with Manage collaborator requests permission, can view collaborator access requests or grant collaborator access to a store.

Reach out to your GlobalTill support contact and provide them with your store's URL. GlobalTill will follow up with a request for collaborator access. You'll receive an email about the request and a notification on your Shopify Home.

For more information about Collaborator permissions, see the Shopify documentation Collaborator permissions.

Part 2. Initial set up

Install the GlobalTill app

The GlobalTill app is an app that we built exclusively for our Shopify stores. We use the GT apps to access your store's data directly using Shopify's APIs, and connect your online store to GlobalTill.

1. Login to the Shopify Admin.
2. Select Settings.
   
3. Select Apps and sales channels.
   
4. Select Develop apps.
   
5. Select Create an app.
   
6. Under App name, enter GlobalTill.
7. Under App developer, select the GlobalTill collaborator account you authorized prior to setup. This may vary from store to store but is usually named GlobalTill <[e-mail]>.
   
   
   

     Heads up

   Don't see a GlobalTill account in the dropdown? Doublecheck that you've granted collaborator permissions. GT needs them to appear in this list.

8. Select Create app to finalize the setup.

Update the Storefront API permissions

The GT app uses the Storefront API and requires access to specific permissions.

1. Select the name of the GT app to update the permissions.
   
2. Ensure the GlobalTill app has the following access:
   • Products: Read/write
   • Customers: Read
   • Discounts: Read
   • Orders: Read/write
   • Locations: Read
   • Inventory: Read/write

Save the API credentials

1. Scroll back up to the top of the page to the Admin API section.
2. Copy the API key and Password into a secured password manager. You'll need them later to finalize setup.
   

Configure order sync via webhooks

A webhook is an event notification sent to a URL of your choice. Users can configure them to trigger events on one site to invoke behaviour on another.

Most GT users configure a webhook to push an order through on payment capture. While not a requirement, trigger on payment capture is our recommendation. It's important to configure the webhook to push orders into GT automatically at whatever point in the workflow is most desirable for your store.

Create the webhooks

• The Shopify documentation for creating a webhook is linked here: Create a Webhook
• The webhook configuration URL in GT is: https://office.globaltill.com/sales/shopify/webhook/
• The Shopify developer documentation is linked here: Webhooks Overview 

  Heads up

GT Support doesn't provide additional support for webhook set up and configuration. For information about hiring a Shopify expert, check out the hiring help section in the Shopify Help Center linked here.

Save the webhook secret key

Webhooks are signed with a digital signature (webhook secret) that must be entered in GT to verify your store. After you've configured your webhooks, write down the webhook secret and save it in a secured password manager. You'll need this later to finalize set up.

1. In the Shopify Admin, go to Settings > Notifications.
2. Scroll to the bottom of the page. Under webhooks, you will see "All your web hooks will be signed with XXXXXXXXXXXXXXXXXX verify their integrity."
   
3. Copy the digital signature (webhook secret) and save it in a secured password manager.

Part 3. Enter your Shopify credentials into GT

By now you have the Shopify credentials and can enter them in the Shopify setup menu in your GlobalTill store.

• API key
• Password
• Webhook Secret

To access the Shopify setup menu follow these steps. 

1. Login to the GT store you wish to connect to Shopify.
2. In the URL, enter: office.globaltill.com/store/shopify/.
   
   

     Heads up

   The Shopify setup menu must be enabled in your store. If GT returns an error message when trying to access this URL, reach to your support contact with your store name and store ID.

Congratulations! Your Shopify store is now connected to GlobalTill. The next step is to prepare your product data in GlobalTill for the initial product push. It's important to know that products created in Shopify won't be linked to GlobalTill, so be sure to create your products in GlobalTill first to ensure proper synchronization.

To learn how to manage your product data in GlobalTill and ensure it syncs correctly with your Shopify store, check out the next article in our series: Getting Started with Shopify - Managing Product Data.

Thank you for choosing GlobalTill and Shopify as your e-commerce solution, and best of luck with your online store!

More Information

For more information, see the article Getting Started with Shopify - Managing Product Data.