Summary of Actions #

1. Create a Private App for Replenit #

Purpose
To establish a secure connection between your Shopify store and Replenit for data synchronization.

Steps

1. Log in to your Shopify admin panel.
2. Navigate to Settings > Apps and Sales Channels.
3. Click Develop Apps and select Create an App.
4. Name the app (e.g., “Replenit”) and configure the necessary permissions:
   • Orders: Read access for order history.
   • Customers: Read access for customer data.
   • Products: Read access for product catalog.
5. Save the app and generate API credentials (API Key and Password).
6. Share these credentials with your Customer Success Manager (CSM).
7. Replenit will integrate with your Shopify store once the private app is configured.

2. Configure Data Settings #

Purpose
To ensure that the Replenit app collects and processes the correct data for your store.

Steps

1. Navigate to the Replenit App in your Shopify admin.
2. Configure the following settings as needed:
   • Order Data: Enable order synchronization to track purchase history.
   • Customer Data: Enable customer data synchronization for profile management.
   • Product Data: Enable product synchronization to ensure accurate inventory tracking.
3. Save the settings.

These settings allow Replenit to start processing and using your Shopify store data.

3. Activate Webhooks #

Purpose
To receive real-time notifications for specific events like new orders, product updates, or customer changes.

Mandatory Webhooks #

Steps to Create Webhooks

1. Log in to your Shopify admin panel.
2. Navigate to Settings > Notifications.
3. Scroll down to the Webhooks section and click Create webhook.
4. Select the event type (e.g., Order Payment, Customer Created).
5. Set the format to JSON.
6. Enter the corresponding Webhook URL from the table above.
7. Click Save webhook.
8. Repeat these steps for all required events.

4. Share Configuration Details #

Purpose
To finalize the setup and ensure Replenit can process your data effectively.

Steps

1. Provide your Customer Success Manager (CSM) with the following details:
   • Confirmation that the Replenit private app is created and configured.
   • List of enabled webhooks.
   • Any special data settings configured in the Replenit app.
   • Client ID: You can access your Client ID in the platform under the Data Health and Management section.
2. This step ensures Replenit’s middleware processes your data without interruption.

Best Practices #

• Test Webhooks: Verify that webhooks are working by triggering sample events in your Shopify store (e.g., create a test customer).
• Keep Data Clean: Ensure your Shopify store data is accurate and complete for effective synchronization.
• Monitor Syncs: Periodically check the Replenit app dashboard for sync statuses and logs.

Contact and Support #

For any questions or support during the integration process, please contact the Replenit team at
[email protected].