<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p id="isPasted"><strong>In this guide we will cover:</strong></p><p><strong>- What is the Shopify Integration?</strong></p><p><strong>- Enabling the Module</strong></p><p><strong>- Generating a Shopify Access Token (Legacy)</strong></p><p><strong>- Connecting Shopify using the Dev Dashboard (v2.234+)</strong></p><p><strong>- Connecting Shopify in Halo</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What is the Shopify Integration?<br></span></strong></p><p>The Shopify integration will allow you to import your Shopify Customers as Contacts or Customers in Halo. You can also import their Orders for contextual information on Tickets related to that Contact.</p><p><br></p><p><strong><span style="font-size: 14pt;">Enabling the Module</span></strong></p><p>In Halo head to Configuration > Integrations, and hover over the Shopify button. Click the plus (+) icon to enable the Module.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVkODI0ZDJhLTFmMTgtNDlmYS05ZTE1LTM2NjY1ZTFhOTQyMCJ9.6OtWoaloC6LraLY1884Z_dOVhwFRIXDQM5zTWBkJBkU" class="fr-fic fr-fil fr-dib" width="429" height="202"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 1. Enabling the Module</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Generating a Shopify Access Token (Legacy)</span></strong></p><p>Go to your Shopify admin centre for the Shop you wish to connect to Halo. On the left, click Apps > App and Sales Channel Settings.</p><p><br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ2YWFkNDdhLTM3MjItNGRjYi04NGYxLWVhOWIzZDFmNThhNyJ9.OLGi1nSqdm0TY3X2YJNgZsEsJWw6jZ50JqQso83AuRM" class="fr-fic fr-fil fr-dib" width="1218" style="width: 1220px; height: 448.104px;" height="448"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 2. Shopify settings</span></strong></p><p><br></p><p>Click Develop Apps. You may have to allow Custom App Development on the next screen.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJiNWE0NzIxLWFlZWItNDBlNC1hYjE2LWIxNDU0M2YzYmE0NCJ9.GBRxpkr13psPoTgqjMuJfeyPF_K-oVIqRkEq08ZvwBs" class="fr-fic fr-fil fr-dib" width="926" style="width: 928px; height: 438.115px;" height="438"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 3. Shopify Apps.</span></strong></p><p><br></p><p>Click Create an App, give the App a name, for example "Halo" and click Create App.</p><p><br></p><p>In the Overview tab, click Configure Admin API Scopes.</p><p><br></p><p>Add the read_customers and read_orders scope and then click save.</p><p><br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY4NTY2YTIyLWI4M2MtNDdkYy1iZGJjLTBkN2MxZTk5YzlhYiJ9.jmOmTRNTSZB-dhCk6ev3Oww8CCfd6WHjBHaeP_FiMOA" class="fr-fic fr-fil fr-dib" width="919" height="993"></p><p><strong><span style="font-size: 10pt;">Fig 4. API configuration</span></strong></p><p><br></p><p>In the API Credentials tab, click Install App. You will now be able to reveal a Admin API access token. This will need to be inputted into the Halo configuration page so copy this.</p><p><br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNhZTEzNzliLWRhMDUtNGFlNC1hZTg1LTkyZTYzYzM0Yzc5MSJ9.of7BcV5qau_6mUVJ6M_WMdNauKXG7ve5vDvZUWp0CGU" class="fr-fic fr-fil fr-dib" width="917" height="468"></p><p><strong><span style="font-size: 10pt;">Fig 5. Generating an access token</span></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Connecting Shopify using the Dev Dashboard (v2.234+)</span></strong></p><p data-pasted="true">As of 2026, New Apps will need to be created using the "Build apps in Dev Dashboard" option in Shopify. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ2MzBmZjU4LTI4MmQtNDkwZi1hNDMyLTQ0OGQ3YTM0Mjk4YiJ9.KD9pIG1yeTQ22_vHzvFWLnXkDlZHAg7f6ryLF0X9YsY" width="864" style="width: 866px; height: 508.787px;" height="509" class="fr-fic fr-dii"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 6. Dev Dashboard apps</span></strong></p><p><br></p><p>Create a new app, set a name and click create. Next set a placeholder in the App URL. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNkNWI4ODUwLWU4NTItNDM2YS05Nzg3LTMzZjk5MTI5NTkyNCJ9.jXsadOUnqpVtpbNOSUzgATo6asz3bArCgFvNN_qq5SQ" class="fr-fic fr-fil fr-dib" width="752" height="704"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 7. Dev Dashboard app creation </span></strong></p><p><br></p><p>Add the scopes read_customers, and read_orders, then add these scopes to the Access field.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg1ZDU5NTEwLWUxNjMtNDBiZi05NGNkLWMyZDE2ZGU0YzU2ZSJ9.W23dvkZSwIrY8-fVSwZSHaHXwizpRUKPZPGk1ibMBRY" class="fr-fic fr-fil fr-dib" width="802" height="391"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 8a. Adding read_customer scopes</span></strong></p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNlNjYyODA4LWU0OWItNDNjNS04NGE0LTBlNzJkYWQzYTQwNSJ9.ytUpQM3lZxvZ8gJchregzG4ulSp7XSvAVMraNv8QpRU" class="fr-fic fr-fil fr-dib" width="821" height="506"></strong><strong><span style="font-size: 10pt;">Fig 8a. Adding read_orders scopes</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE0ZWY2NWJkLTE3ZDctNGNlMC04NjFlLWZkOTg4NzE1MDM5NCJ9.FCiLP7ozYO1nYMmNIa_X9Y8An2KhC0kDBwVP5FNd9-s" class="fr-fic fr-fil fr-dib" width="770" height="235"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 9. Adding scopes</span></strong></p><p><br></p><p>Now you can click "Release".</p><p><br></p><p>Now within your new app click on the Settings section.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ5NThiOWUxLWZkYmQtNGMwOC05MjliLTQxMTAwYTVlYmU2MyJ9.5amn5cAUIF2Wd_fBXmmln4z46NSO3-A0Af7bbV7RKrc" class="fr-fic fr-fil fr-dib" width="288" height="208"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 10. Finding credentials </span></strong></p><p><br></p><p>Here you will find the credentials needed to connect to Halo.</p><p><br></p><p><strong><span style="font-size: 14pt;">Connecting Shopify in Halo</span></strong></p><p>In Halo, navigate to Configuration > Integrations > Shopify and click Add/Edit Shopify Shop and click New.</p><p><br></p><p>From v2.234+, you will need to specify the Authentication Method. Any newly created apps will need to be created using the Dev Dashboard app, and will need to have this option selected here. All existing stores will keep the Legacy custom app option.</p><p><br></p><p>Enter your Shopify store name. For example, if your myshopify URL is "halo.myshopify.com", enter "halo". Enter the Admin API access token (if using the Legacy Custom app), or Client Credentials (Dev Dashboard app) and check the box to enable the connection, then press save.</p><p><br></p><p>You should now be able to import Customers and their Orders. Complete any other configuration in Halo such as field mappings for Customer imports.<br><br>Please note that it may take a while to load the import screens if you have lots of Customers and Orders.</p><p><br></p><p><strong><em>Note: If you are working in an instance of Halo that is on version 2.230.1 or later, you can choose to also import the lines/products that make up the order by enabling the "Import line items" checkbox in the Order Imports section of the integration. These lines will show under the relevant order within the E-commerce Orders area and will be held in the EcommerceOrderLine table in the database for reporting purposes. </em></strong></p>
