Shopify App Setup

Use this guide when you want to connect your own Shopify store to Slokoto.

Shopify integration requires a Pro plan or higher.

Before you start

• This setup is for merchants connecting their own store.
• Starting January 1, 2026, Shopify stopped allowing creation of new legacy custom apps from the Shopify admin.
• Slokoto v1 expects a Shopify app created from the Shopify Dev Dashboard.
• In Slokoto, Shopify uses:

• You do not paste a permanent Admin API access token into Slokoto. Slokoto requests short-lived tokens programmatically.

Scopes to enable

When you create the app version, make sure these Admin API scopes are enabled:

• read_orders
• read_draft_orders
• read_products
• read_customers

Without these scopes, Shopify can connect but Slokoto will show a warning and the integration will stay in Needs Attention.

Create the Shopify app

1. Open the Shopify Dev Dashboard.
2. Create a new app for the organization that owns the target store.
3. Choose the store you want to connect.
4. Open the app settings and enable the Admin API scopes listed above.
5. Create and release an app version.
6. Install the app on the target store.

If the app is created under the wrong organization or not installed on the store, Slokoto will not be able to request Admin API tokens.

Copy the credentials from Shopify

After the app is installed:

1. Open the app in the Dev Dashboard.
2. Copy the Client ID.
3. Copy the Client Secret.
4. Note the store domain, for example your-store.myshopify.com.

Paste the credentials into Slokoto

1. In Slokoto, open Integrations.
2. Open Shopify under Sales & Marketing Tools.
3. Enter:
   • Store domain
   • Client ID
   • Client Secret
4. Optionally fill Previous Client Secret if you are rotating secrets and need webhook verification to continue during the rollover.
5. Continue to Test.
6. Click Test Connection.
7. If the test succeeds, click Save & Start Monitoring.

What happens after connection

Slokoto will:

• match Shopify customers, draft orders, and paid orders to the canonical lead
• mark the lead Won only when the paid Shopify order belongs to the current buying cycle
• keep older paid orders as historical purchase context instead of auto-closing a reopened lead
• create or update one lead from Shopify draft orders
• keep only one active Todo or Upcoming item per lead
• sync Shopify products and variants into Product Knowledge
• keep the Shopify token refreshed automatically

Using the configure drawer

After Shopify is connected, click Configure on the Shopify integration card to open the configure drawer.

Status tab

The Status tab shows:

• Store - The connected Shopify store domain
• Token refresh - When Slokoto last refreshed the Shopify API token
• Webhooks - Whether Shopify webhooks are active and delivering
• Scopes - Whether all required Admin API scopes are granted, or which ones are missing

Action buttons

• Sync Orders - Manually trigger a sync of paid orders from Shopify
• Sync Drafts - Manually trigger a sync of draft orders from Shopify
• Sync Catalog - Manually trigger a sync of products and variants into Product Knowledge

Use these buttons after initial connection to pull in existing data, or to force a re-sync if you suspect data is stale.

Signals

Shopify provides these signal types:

Advanced tab

• Sync Frequency - How often Slokoto polls Shopify for changes (Standard, Fast, Real-time depending on plan)
• Auto-generate Actions - When enabled, Slokoto creates follow-up actions from Shopify activity automatically
• App Credentials - Update Store domain, Client ID, Client Secret, and Previous Client Secret without disconnecting. Use this when rotating secrets or moving to a new Dev Dashboard app.

Returning customers and old purchases

If a customer bought from you in the past and later comes back asking about an expansion or a new product, Slokoto keeps using the same lead record.

Important behavior:

• older Shopify purchases stay visible in Lead View as context
• historical purchases should not force the new inquiry back to Won
• a new qualified sales inquiry can reopen the lead into an active stage when enough time has passed since the last win

This keeps the customer history in one place without treating every repeat buyer as an already-closed deal.

Secret rotation

When rotating the Shopify app secret:

1. Put the new secret in Client Secret.
2. Put the old secret in Previous Client Secret.
3. Save the Shopify integration.
4. Verify new webhook deliveries.
5. Remove the old secret from Previous Client Secret.

This allows Slokoto to accept webhook signatures from both the current and previous secret during the transition.

Troubleshooting

shop_not_permitted

The Shopify app is not permitted on that store.

Check:

• the correct organization owns the app
• the app is installed on the target store
• you are using the exact store domain

Missing scopes

If Slokoto says scopes are missing:

1. Return to the Dev Dashboard app settings.
2. Add the missing Admin API scopes.
3. Release a new app version.
4. Reinstall or update the app on the store if Shopify asks for it.
5. Reconnect Shopify in Slokoto.

Webhook verification failed

Check:

• the current Client Secret matches the secret in Shopify
• Previous Client Secret is filled during rotation if deliveries are still signed with the old secret
• the store domain in Slokoto matches the store that is sending the webhook

Wrong store or organization

If the connection test succeeds for one store but not the one you expect, verify the exact store domain and confirm the Dev Dashboard app was created in the organization that owns that store.

Related guide

• Integrations
• Returning Customers And Shopify