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Connecting ME to Shopify

Anton Aurenius
Updated

You will need to complete work in MarginEdge and Shopify:

In MarginEdge

  1. Log into MarginEdge (www.marginedge.com). If you have access to multiple locations, check you are in the correct location you want to connect.
  2. Go to Setup> Integrations > Point of Sale. Type to search for “Shopify”.
    Once selected, click “Connect to Shopify.”

mceclip0.png

 

 In Shopify

Log in as admin to your admin console: https://accounts.shopify.com/store-login

  1. In the top search bar, type for “develop” and you should see the option:
    “Build custom apps for your unique needs” and click on it.

    shopify1.png

  2. In the “App development” screen, click on the green "Create an app" button
    shopify2.png

  3. In the Create an app box that pops up, enter “MarginEdge Web API” as the App name and select your email as the app developer. Click "Create app". 
    shopify3.png

  4. Once you click “Create app” it will redirect you to the Overview page of your new app. Click on the “Configuration” tab that is next to “Overview and select “Configure” next to "Admin API integration"

    shopify4.png

  5. Select the following API access scopes:

    • Products (read_products)

    • Analytics (read_analytics)

    • Discounts (read_discounts)

    • Gift cards (read_giftcards)

    • Locations (read_locations)

    • Transactions and Orders (read_orders)

    • Reports (read_reports)


    shopify5.png

  6. At the top, click “Save” when you’re done selecting all scopes
    shopify6.png

  7. Once saved, click on the green “Install app” at the top of the page
    shopify7.png

  8. Installation complete! Now, under the API credentials tab, you will see an “Admin API access token”.
    IMPORTANT!! Click to reveal the token and copy it. Paste to save it somewhere safe because you will not be able to access this again without going through all of these steps for a new installation. Don't just leave it copied on your clipboard; save it before moving on.

    • If you did not save it or lost the token, then uninstall the app and re-install it to get a new token.
      shopify8.png

  9. Below, find the “API key” and copy it and save it somewhere safe. You will need both of these in the steps below. 
    Note: You do not need the API secret key
    shopify9.png

 

Back In MarginEdge

  1. Navigate back into Setup > Integrations > Point of Sale > Shopify or go back to the page you left open in MarginEdge.
  2. Enter your domain in the "Domain" field:
    You may not know this as it's not an obvious or commonly used ID, but it is in your browser window when you are logged in to your store. Generally, when looking at reports, you would see a URL like https://abcd1234.myshopify.com/admin, and abcd1234 is the domain you are looking for here.
    mceclip8.png

  3. Paste the API key from Step 9 into the Username field

  4. Paste the Admin API access token from Step 8 into the Password field

  5. Save changes by clicking "Verify" and  "Save".
  6. If you are currently in onboarding and working with an implementation manger, please email onboarding@marginedge.com to confirm you were able to complete these steps. If you are not currently in onboarding, please email help@marginedge.com. 

Once set up, the process will be completely automated. Your prior day's sales will be sent to the MarginEdge cloud every morning.