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Connecting [me] to Shopify POS

Jenny Vaughn
Updated

Below are the steps to follow in both Shopify and MarginEdge to connect your Shopify POS to MarginEdge.
To complete this setup, you must be the Shopify store owner or a user with the App developer role.

 

  1. Log in to your Shopify account 

  2. Click your store name in the top bar and select Dev Dashboard from the dropdown.

     

  3. You’ll be redirected to the Dev Dashboard interface. (Alternatively, if you’re already signed in, you can go to https://dev.shopify.com/dashboard/.)

  4. In the left navigation, click Apps, then click Create app.

     

  5. Choose Start from Dev Dashboard

     

  6. Enter an App name (something recognizable, like “Acme Internal Integration”) and click Create 

  7. In the app’s Settings page, scroll to the Access section and click Select scopes.

     
     

  8. Select the following seven scopes:

    1. Analytics (read_analytics)

    2. Discounts (read_discounts)

    3. Gift cards (read_gift_cards)

    4. Locations (read_locations)

    5. Orders (read_orders)

    6. Products (read_products)

    7. Reports (read_reports)

  9. After confirming all 7 scopes are selected, click Done.

  10. Click Release at the bottom of the screen.

     

  11. In the confirmation modal, click Release again.

     
     

  12. Go to the Settings tab for the app.

     

  13. Copy the Client ID and Secret using the copy icons and save them in a secure place. Then click Home.

     

  14. On the Home screen, click Install app.

     
     

  15. When prompted to choose a store, select the store that represents the MarginEdge location you are connecting.

     
     

  16. Click Install.

     
     

  17. In MarginEdge, navigate to Setup > Point of Sale > Connect to Point of Sale and select Shopify GraphQL from the dropdown.

  18. Enter your domain in the Domain field.

    • This is the part of your store URL before .myshopify.com. For example, if your URL is https://abcd1234.myshopify.com/admin, the domain is abcd1234.

       
       

  19. Paste the Client ID and Client Secret from Step 13 into the corresponding fields.

  20. Leave the “Pull sales by product title” checkbox unchecked (recommended for most businesses). Only select it if you have a small product list and want sales broken down by individual product titles instead of categories.

  21. Click Save.

  22. To finalize your integration, send an email to salesintegrations@marginedge.com letting us know you’ve completed the Shopify setup and MarginEdge connection. Include your MarginEdge location name in the email.