There are a few steps in order to integrate with your existing Shopify store. We’ll walk you through the steps right here:
1. Grant Cartfunnel API access to your Shopify store
In order for Cartfunnel to be able to sync up your orders and products, we’ll need to create a “Private App” access for Cartfunnel.
To do so, click on “Apps” in Shopify:
You’ll be brought to your Apps page. At the very bottom of the page, you’ll see a link to “Manage Private Apps”:
Click on the link, and it will bring you to a page where you’ll be able to create the API keys.
Click on “Generate API credentials” to create a new set of API keys for your Cartfunnel account.
You should see a screen where it asks you to give the app a name. Fill it out as you see here in the screenshot below:
The Private app name should be “Cartfunnel” and the contact email should be “[email protected]”.
You’ll need to provide specific read/write permissions to five specific areas:
- Customer details and customer groups
- Orders, transactions and fulfillments
- Products, variants and collections
- Theme templates and theme assets
Important! For Inventory, this option may not be settable until you click Save. First click Save to create the API keys, and then change it to include Read/Write access for Inventory.
If these areas aren’t given read/write access, the integration won’t work.
Note: Cartfunnel periodically checks to ensure that the connection and permission settings haven’t changed.
Click save and you should see some API credentials:
The actual API key, Password, and Shared secret won’t look exactly the same as the screenshot above.
Copy and paste these values into Cartfunnel.
If you’re setting up during Cartfunnel’s initial setup, you’ll get a chance to enter the credentials there. If not, you can click on Integrations > Shopify and you can enter the credentials on that page:
Once you do this, Cartfunnel will check the connection to make sure everything is set up properly.
If everything is set up properly, you should not see any error messages and your set up was done correctly.
One right side of the page, you’ll also see a status message indicating that the connection has just been checked:
2. Install the code snippet
Once you’ve connected with Shopify, the easiest way to get started is to install the Cartfunnel code snippet into your shop’s theme.
The code snippet can be found in the Integrations > Shopify settings area.
There, you will see a code snippet that you can copy and paste right into your theme, right before the </head> tag.
This piece of code references some snippets that Cartfunnel installs into your theme. So don’t forget to click on the blue “Install Code” or “Reinstall Code” button first.
Note: If you accidentally edited or deleted the snippets that Cartfunnel installed, just click on “Reinstall Code” to fix it.
What the code snippet does:
The Cartfunnel snippet will override your theme’s default Shopify checkout. Instead of your customers being redirected to the default checkout page, they will be forwarded to your Cartfunnel checkout page where they can be presented with upsells and recurring billing charges can be made.
Because it’s important that customers are directed to the correct checkout (in order for the upsells, recurring billings, and other Cartfunnel functionalities to work), this code snippet must be loaded before the rest of your page is loaded — which is why we place the snippet in the
<head> tag area.