What the Shopify integration does
The Shopify integration creates a bridge between your Shopify store and the HoopAI platform, enabling:- Contact sync: Shopify customers are imported into and synced with your CRM as contacts, along with their order history and purchase data.
- Order sync: Orders placed in Shopify appear in HoopAI’s Payments > Orders section, where they can trigger automations, be tagged, and be managed alongside orders from other channels.
- Transaction sync: Payment records from Shopify transactions are imported into Payments > Transactions.
- Product sync: Your Shopify product catalog can be imported into HoopAI’s Products section, so you can use those products in HoopAI payment links, funnels, and automations.
- Collection sync: Shopify collections are imported as HoopAI product collections.
- Automation triggers: Shopify order events can trigger HoopAI workflows, enabling automated follow-up marketing, fulfillment notifications, and post-purchase sequences.
Setting up the integration
The connection requires you to create a custom app in your Shopify account and retrieve an Admin API access token.Step 1: Create a custom app in Shopify
1
Log in to your Shopify admin
Go to your Shopify store admin at
yourstore.myshopify.com/admin.2
Navigate to Apps > Develop apps
In the Shopify sidebar, click Apps, then select Develop apps (or App development depending on your Shopify version). If custom app development is not yet enabled on your store, Shopify will prompt you to enable it — click to enable.
3
Create a new app
Click Create an app. Enter an app name (e.g., “HoopAI Integration”) and a developer email. Click Create.
4
Configure Admin API scopes
Inside the new app, go to Configuration > Admin API integration. Enable (at minimum) the following API access scopes:
read_orders— required to sync ordersread_customers— required to sync contactsread_products— required to sync products and collections
5
Install the app and retrieve the access token
Click Install app to install it on your store. After installation, navigate to the API credentials tab. Copy the Admin API access token — you will need this in the next step. Store it securely; Shopify will only show it once.
Step 2: Connect Shopify in HoopAI
1
Open Settings > Integrations
In the HoopAI platform, go to Settings > Integrations and find the Shopify integration.
2
Click Connect
Click Connect (or + New Integration) next to Shopify.
3
Enter your credentials
A connection modal appears. Paste your Admin API access token from Shopify and enter your Shopify store URL in the format
yourstore.myshopify.com. Click Connect.Importing data from Shopify
After connecting, you are taken to the Import screen where you select which data to bring in:
Select the data types you want to import and click Import. Depending on your store size, the import may take a few minutes to process.
Configuring ongoing sync
After the initial import, the Sync Settings screen lets you configure what data continues to sync from Shopify to HoopAI on an ongoing basis:- Contacts — new Shopify customers automatically create or update HoopAI contacts
- Orders — new Shopify orders appear in HoopAI in real time
- Transactions — payment records sync alongside orders
- Products — product changes in Shopify update HoopAI records
- Collections — collection updates sync to HoopAI
Automation triggers from Shopify
Once connected, two Shopify-specific triggers become available in the HoopAI Workflow builder: Order Submitted (Shopify): Fires when a new order is placed in Shopify. Use this to trigger a post-purchase thank-you sequence, add a tag to the customer’s contact record, or enroll them in a follow-up email series. Payment Received (Shopify): Fires when a Shopify payment is confirmed. Use this to trigger fulfillment notifications, start a customer onboarding sequence, or update CRM fields based on the purchase. These triggers allow you to run HoopAI’s marketing automation engine — including SMS, email, and pipeline stage changes — in response to Shopify store activity.Migrating from Shopify to the HoopAI store
If you want to move away from Shopify and use the HoopAI native store as your primary storefront, a full migration option is available that imports:- Products and variants
- Collections
- Customer contacts
- Order history
- Transaction records
WooCommerce import and sync
In addition to Shopify, the HoopAI platform supports importing products, orders, and contacts from WooCommerce (WordPress) stores.Connecting WooCommerce
1
Generate WooCommerce API keys
In your WordPress admin, go to WooCommerce > Settings > Advanced > REST API. Click Add Key, set permissions to Read, and click Generate API Key. Copy the Consumer Key and Consumer Secret.
2
Connect in HoopAI
Navigate to Settings > Integrations, find WooCommerce, and click Connect. Enter your WooCommerce store URL, Consumer Key, and Consumer Secret.
3
Import data
Select the data types to import: products, orders, contacts, and transactions. Click Import and wait for processing to complete.
4
Configure ongoing sync
Toggle on the data types you want to keep in continuous sync. New WooCommerce orders and customers will appear in HoopAI automatically.
What syncs from WooCommerce
The Shopify integration syncs data from Shopify to HoopAI. Changes made to contacts or products in HoopAI are not pushed back to Shopify. Shopify remains the source of truth for your Shopify store data.