How to Install and Connect Shopify with Kylas CRM

Table of Contents

1. Prerequisites
   

• Step 1: Installing the Shopify App
  

• Step 2: Connecting Your Shopify Store
  

• Step 3: Mapping Shopify Fields with Kylas
  

• Step 4: Setting Up Event Triggers
  

• Step 5: Viewing Synced Information and Logs
  

• Step 6: Adding and Managing Users

Integrating Shopify with Kylas CRM allows you to seamlessly synchronize customer, order, and product data to streamline sales and marketing efforts. This guide provides a step-by-step walkthrough to install the Shopify app from the Kylas Marketplace, connect your Shopify store, map data fields, configure event triggers, and manage users.

Prerequisites

Before starting the integration, ensure you have the following:

1. Admin access to both Kylas CRM and Shopify accounts
   
2. Kylas API Key (can be generated under Settings → Integrations in Kylas CRM)
   
3. Shopify Admin Credentials (Store owner username and password)
   
4. Store Name and Private App Access Token from Shopify
   
5. List of users who will be using the Shopify-Kylas integration
   
6. Access to Shopify Admin to create/manage custom apps if required
   

Step 1: Installing the Shopify App

1. Log in to your Kylas CRM account

2. Go to the Kylas Marketplace

3. Search for the Shopify App

4. Click on the ‘Install App’ button

5. Click ‘Allow and Install’ when prompted

6. After installation, Sign up for the app

7. Verify your email to log in

8. Enter the Kylas API Key to activate the app

9. Go to ‘Installed Apps’ and click ‘View Details’ for the Shopify app
   

Step 2: Connecting Your Shopify Store

1. Log in to the Shopify App within Kylas

2. Navigate to the Connected Account section

3. Click the ‘Connect Account’ button

4. Enter your Shopify Store Name and Access Token

5. Click on the Save button at the bottom of the screen

6. Your Shopify Store will now be successfully connected to Kylas
   

Step 3: Mapping Shopify Fields with Kylas

1. Go to the Connected Accounts tab

2. Click on ‘Map Fields’

3. Map Shopify fields to Kylas record types:

   • Lead

   • Deal

   • Contact

   • Product

4. Some fields will be pre-mapped; you can map additional fields, including Campaign Information

5. On the Product tab, map all required fields and click ‘Save & Sync’ to import Shopify products into Kylas
   

Step 4: Setting Up Event Triggers

Event settings enable automation in Kylas CRM based on Shopify activities.

Shopify Event	Action in Kylas CRM
New Users Sign Up	Create a Lead
Checkout is abandoned	Create a Lead, Deal and Contact
Order is Placed	Create a deal
Order is paid or canceled	Update deal or contact status

1. Navigate to Event Settings under Connected Accounts

2. Select a Shopify Event from the dropdown

3. Choose the corresponding Kylas Activity

4. Click Save to set the automation

5. View configured events at the bottom of the screen
   

Step 5: Viewing Synced Information and Logs

1. Go to the Logs tab to view sync status

2. Logs will show:

   • Shopify Event

   • Kylas Record ID

   • Shopify Record ID

   • Sync Status

   • Timestamp

3. Use dropdown filters to switch between record types

4. Click ‘View Details’ to see more synced data

5. Use the Redirection Menu to go directly to the specific Kylas record page
   

Step 6: Adding and Managing Users

1. Go to the Manage User tab

2. Click on ‘Fetch Users’ to retrieve active Kylas users

3. Available actions per user:

   • ✏️ Pencil Icon: Edit user profile

   • ✅ Confirm: Confirm Marketplace account manually

   • ✉️ Invite to Login: Send verification link via email

4. Admin users in the app will be able to access all features, including:

   • Logs

   • Connected Accounts

   • Manage Users

   • API Keys
     

Conclusion

Once setup is complete, your Shopify store and Kylas CRM will work in harmony, enabling you to manage customer data, sales deals, and product listings with ease. You can monitor every integration event and ensure your team stays productive with up-to-date and organized CRM data.

• Related Articles

• How to Install SMS application?

  This article covers the steps to be followed and the pre-requisites for installing SMS App. How to Install SMS App Prerequisites Permissions: Any user having access to Kylas marketplace. Product Plans: Elevate. Step 1: Login to kylas using your ...

• How to connect a apollo.io for lead enrichment in Kylas?

  Prerequisites Profile Permissions: Lead -> Read, Read All, Write, Update, Update All permission Contact -> Read, Read All, Write, Update, Update All permission Company -> Read, Read All, Write, Update, Update All permission Pipeline -> Read, Read All ...

• How to Integrate Acefone with Kylas Caller

  Table of Contents Prerequisites Step-by-Step Process Integrating Acefone with Kylas allows seamless call management within the CRM system. Follow this step-by-step guide to successfully configure and set up Acefone with Kylas Caller. Prerequisites ...

• How to set-up your Zoho Books with Kylas

  This article will cover steps to integrate Zoho Books with Kylas. This app helps users to connect their invoicing application and create invoices directly from CRM itself without switching the apps. Kylas users can connect to this invoicing tools to ...

• How to setup Teams notifier app to send messages to MS teams channels via Kylas workflow?

  This article covers the steps to follow to setup MS Teams notifier application from Kylas marketplace to send MS Teams messages via Kylas workflows. Users can setup workflows to achieve use cases like below: Whenever a Lead or Deal is closed, ...