Shopify

Follow our setup guide to connect Shopify to QUANTI.

Pre-built tables and definition


Prerequisites

Before connecting Shopify to QUANTI, ensure you have:

  • Shopify Store: An active Shopify store with admin access

  • Admin Permissions: Store Owner or Staff account with full permissions

  • Custom App Access: Ability to create and install custom apps in your Shopify store

  • Store Data: Existing orders, products, or customer data to synchronize


Setup Instructions

1

Enable custom app development

  • Log in to your Shopify admin

  • Go to Settings > Apps and sales channels

  • Click Develop apps

  • Click Allow custom app development (if not already enabled)

  • Confirm by clicking Allow custom app development

2

Create a custom app

  • Click Create an app

  • Enter an app name (e.g., "QUANTI Connector")

  • Select an app developer from the dropdown ([email protected])

  • Click Create app

3

Configure Admin API scopes

  • Click Configure Admin API scopes

  • Select the following read access scopes:

Scope
Description

read_all_orders

Access to all orders history

read_products

Products catalog

read_customers

Customer data

read_inventory

Inventory levels

read_locations

Store locations

read_fulfillments

Fulfillment data

read_draft_orders

Draft orders

read_price_rules

Price rules and discounts

read_discounts

Discount codes

read_shipping

Shipping settings

read_returns

Returns data

read_shopify_payments_payouts

Payout data

read_shopify_payments_disputes

Payment disputes

  • Click Save

Shopify Plus only: The read_gift_cards and read_users scopes are available only for Shopify Plus accounts.

4

Install the app and get your API token

  • Click Install app

  • Confirm by clicking Install

  • In the API credentials tab, click Reveal token once

  • Copy and save your Admin API access token — it will only be shown once

5

Find your shop name

Your shop name is the part before .myshopify.com in your store URL.

Example: If your URL is mystore.myshopify.com, your shop name is mystore.

6

Connect to QUANTI

  • In QUANTI, click on Connect to Shopify

  • Enter your Shop Name (without .myshopify.com)

  • Paste your Admin API access token

  • Click Validate to verify the connection

  • Click Next

7

Select Pre-built Tables

  • Review the available pre-built tables (see section below for details)

  • All tables are selected by default - you can deselect tables you don't need

  • Recommended: Keep all tables enabled for complete e-commerce data tracking

  • Click Next

8

Finish setup

  • Define a sync period and a lookback window - Click save

  • For the first sync, you have the following options:

    • Activate auto-sync for recurring syncs based on your sync settings by clicking the switch button

    • Launch a historical data recovery by choosing your desired dates in the historical data tab

    • Launch a manual sync immediately by clicking the Sync now button

  • Wait for the sync to complete. Then navigate to your data warehouse to verify that tables are populated

  • Check the connector dashboard for sync status and any potential errors


Pre-built Tables

  • Shop: Table de configuration contenant les informations générales de la boutique Shopify : identité, localisation géographique, devises, paramètres fiscaux et fonctionnalités activées. Toutes les données sont en lecture seule et représentent l'état actuel de la boutique.

  • Order: Table transactionnelle centrale capturant l'ensemble du cycle de vie d'une commande : création, paiement, expédition, annulation et remboursement. Contient les données client, les montants financiers (prix, taxes, remises), les statuts de paiement et fulfillment, les informations d'attribution marketing (landing_site, referring_site) et les codes promo utilisés.

  • Order_line: Table transactionnelle détaillant chaque produit/variante acheté dans une commande. Contient les informations produit (SKU, titre, variante), les données financières (prix, remises ventilées, taxes) et le statut logistique (fulfillment, quantités expédiées).


Pre-built tables and definition


Notes

  • Data Refresh: Shopify data can be synchronized multiple times per day

  • Historical Data: Full historical data is available with no API limitations on date ranges

  • Order Data: Orders include complete financial details including line items, shipping, taxes, and discounts

  • Multi-Currency: If your store uses Shopify Payments with multi-currency, amounts will be in the presentment currency

  • Metafields: Custom metafields are not included by default but can be added upon request

  • API Rate Limits: Shopify enforces rate limits based on your plan tier (Basic: 2 req/s, Shopify: 4 req/s, Advanced/Plus: 10 req/s). QUANTI automatically manages these limits

  • Deleted Records: Deleted products, orders, or customers can be tracked if enabled in sync settings

  • GraphQL vs REST: The connector uses Shopify's Admin API (REST) for maximum compatibility

  • Webhooks: Real-time webhook support can be configured for instant updates on order creation/updates

  • Privacy: Customer data complies with GDPR and privacy regulations


Troubleshooting

Connection Issues
  • Verify that custom app development is enabled in your Shopify admin

  • Ensure the Admin API access token is valid and hasn't been regenerated

  • Check that all required API scopes are granted to the custom app

  • Verify your shop name is correct (without .myshopify.com)

  • Ensure the app is installed and active in your Shopify admin

Missing Data
  • Check that the required API scopes are enabled (e.g., read_all_orders for orders)

  • Verify that data exists in your Shopify store for the selected date range

  • Draft or archived orders may require specific scopes to be included

  • Shopify Plus features (gift cards, users) require a Plus subscription

  • Check date filters in your sync configuration

Rate Limit Issues
  • QUANTI automatically manages rate limits, but high-frequency syncs may be throttled

  • Consider adjusting sync frequency for stores with large order volumes

  • Shopify Plus accounts have higher rate limits (10 req/s vs 2-4 req/s)

  • Historical data recovery for large stores may take several hours

Token Issues
  • If your Admin API access token is lost, you must uninstall and reinstall the custom app to generate a new one

  • Access tokens don't expire but can be revoked if the app is uninstalled

  • Store tokens securely and never share them publicly

  • If token appears invalid, verify it wasn't regenerated in Shopify admin

Data Discrepancies
  • Verify that orders aren't filtered by fulfillment or payment status

  • Check timezone settings between Shopify and your analysis tools

  • Ensure currency conversions are handled correctly for multi-currency stores

  • Compare order totals including taxes and shipping

  • Draft orders are separate from completed orders

Need Help?

Contact QUANTI support at [email protected] or consult our comprehensive documentation at https://docs.quanti.io

Last updated

Was this helpful?