> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Shopify Integration

> Connect your Shopify store to HoopAI to sync contacts, orders, products, and collections, and trigger marketing automations.

If your business already has an existing Shopify store, you can connect it to the HoopAI platform to sync customer data, orders, products, and collections — and unlock the platform's powerful CRM, automation, and marketing tools alongside your Shopify store. You do not need to migrate away from Shopify to take advantage of HoopAI's capabilities.

## 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

<Steps>
  <Step title="Log in to your Shopify admin">
    Go to your Shopify store admin at `yourstore.myshopify.com/admin`.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Create a new app">
    Click **Create an app**. Enter an app name (e.g., "HoopAI Integration") and a developer email. Click **Create**.
  </Step>

  <Step title="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 orders
    * `read_customers` — required to sync contacts
    * `read_products` — required to sync products and collections

    Enable additional scopes if you want to sync additional data types. Click **Save** after selecting scopes.
  </Step>

  <Step title="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>
</Steps>

### Step 2: Connect Shopify in HoopAI

<Steps>
  <Step title="Open Settings > Integrations">
    In the HoopAI platform, go to **Settings > Integrations** and find the Shopify integration.
  </Step>

  <Step title="Click Connect">
    Click **Connect** (or **+ New Integration**) next to Shopify.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

## Importing data from Shopify

After connecting, you are taken to the **Import** screen where you select which data to bring in:

| Data type        | What is imported                                                                   |
| ---------------- | ---------------------------------------------------------------------------------- |
| **Contacts**     | Shopify customers become HoopAI contacts with name, email, phone, and address data |
| **Orders**       | Shopify orders appear in Payments > Orders with their original data                |
| **Transactions** | Payment records linked to each order                                               |
| **Products**     | Shopify products imported into Payments > Products                                 |
| **Collections**  | Shopify collections imported as HoopAI product collections                         |

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

Toggle on the data types you want to keep in continuous sync and save your settings.

## 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

After migrating, you can rebuild your store using the HoopAI store builder with the same product catalog, and all historical customer and order data is available in the CRM for marketing purposes.

<Tip>
  Even if you keep Shopify as your primary store, connecting it to HoopAI unlocks CRM automation that Shopify does not offer natively — like SMS follow-ups, pipeline-based nurture sequences, and two-way conversation handling. The integration is additive, not a replacement.
</Tip>

## WooCommerce import and sync

In addition to Shopify, the HoopAI platform supports importing products, orders, and contacts from **WooCommerce** (WordPress) stores.

### Connecting WooCommerce

<Steps>
  <Step title="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**.
  </Step>

  <Step title="Connect in HoopAI">
    Navigate to **Settings > Integrations**, find WooCommerce, and click **Connect**. Enter your WooCommerce store URL, Consumer Key, and Consumer Secret.
  </Step>

  <Step title="Import data">
    Select the data types to import: products, orders, contacts, and transactions. Click **Import** and wait for processing to complete.
  </Step>

  <Step title="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.
  </Step>
</Steps>

### What syncs from WooCommerce

| Data type                 | Imported?                                         |
| ------------------------- | ------------------------------------------------- |
| **Products and variants** | Yes — including images, descriptions, and pricing |
| **Orders**                | Yes — appear in Payments > Orders                 |
| **Customers**             | Yes — imported as CRM contacts                    |
| **Categories**            | Yes — imported as product collections             |
| **Coupons**               | No — must be recreated in HoopAI                  |

<Tip>
  If you are migrating from WooCommerce to the HoopAI native store, import all products and customer data first, then rebuild your storefront using the HoopAI store builder. Keep WooCommerce running until the migration is fully tested.
</Tip>

<Note>
  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.
</Note>
