Integrating Symphona with Shopify
Integrating Symphona’s Business Process Automation (BPA) service with your Shopify store can simplify your operations, automate crucial tasks, and improve your business's efficiency. Follow this easy guide to set up the integration, even if you are not technically inclined.
Prerequisites
Before beginning, ensure you have:
- An active Symphona account.
- An active Shopify account with permissions to manage your store’s settings and apps.
- API credentials from Shopify, which typically include an API key and password or an access token.
Step 1: Create a New Workflow
- Log into your Symphona dashboard.
- Click on the ‘Workflows’ section and select “New Process” in the top-right corner.
- Provide a meaningful name for your workflow, for example, “Shopify Order Sync”.
Step 2: Access Shopify API Credentials
- Sign in to your Shopify admin dashboard.
- Click on ‘Apps’ followed by ‘Manage private apps’ at the bottom of the page.
- If you do not have an app, click ‘Create a new private app’.
- Enter a name for the app and your email address.
- Set the needed permissions for the workflow under the ‘Admin API’ section.
- After saving, note down the API key and password from the ‘Admin API’ section.
Step 3: Configure Invoke REST API Step in Symphona
- In Symphona, add a new step to your workflow by choosing “Invoke REST API (General)” from the steps library.
- Edit the step to enter the configuration details.
- In the ‘API URL’ field, input the endpoint URL for the Shopify API operation you want to use (for example,
https://{your-store-name}.myshopify.com/admin/api/2023-01/orders.json). - Replace
{your-store-name}with your Shopify store name and update the API version according to Shopify's most recent API documentation.
Step 4: Set Up Authentication
- In the REST API step configuration, locate the authentication fields.
- Select ‘Basic Authentication’ as the method.
- Use the API key as the username and the password that you obtained from Shopify.
Step 5: Define Your Request Method
- Decide the HTTP method (GET, POST, PUT, DELETE) depending on the action you intend with the API.
- If sending data (to create or update records), you may need to use POST or PUT with a JSON structure in the request body.
Step 6: Test Your Workflow
- Save your workflow configuration and execute a test run.
- Adjust as required based on the results of the test execution.
Step 7: Activate and Monitor
- Once testing is complete and successful, activate your workflow.
- Regularly monitor its performance to ensure it operates as intended.
Note: This is a basic guide for integrating Symphona with Shopify. You may need to go through further steps depending on the exact API endpoints and your data requirements. For comprehensive and up-to-date information, please refer to Shopify's API documentation.