Zoho Extension : Shopify to Zoho CRM
This guide will help you set up the Shopify to Zoho CRM extension, enabling seamless synchronization of customers, products, and orders from your Shopify store to Zoho CRM.
Overview
This guide will help you set up the Shopify to Zoho CRM extension, enabling seamless synchronization of customers, products, and orders from your Shopify store to Zoho CRM.
Prerequisites
- Shopify Store with administrative access
- Zoho CRM account with appropriate permissions
- Shopify Admin API Access Token with required scopes (see Step 2)
- Pop-up blocker disabled for this site (Zoho authentication uses pop-up windows)
Recommended for Full Customer Data
Shopify Advanced or Plus Plan - Required for API access to personally identifiable information (PII) like customer names, addresses, emails, and phone numbers. Basic and Standard plans have limited customer data access.
Installation Steps
Step 1: Access Settings
Navigate to the Settings page in the Shopify to Zoho CRM extension dashboard to begin configuration.
Step 2: Connect Your Shopify Store
- Enter Store Name: Input your Shopify store name only (without domain extensions)
-
yourstore -
yourstore.myshopify.com - Generate Admin API Access Token: Create a token in your Shopify Admin with all required scopes
- Click Connect Shopify Store button
Important:
Ensure your token includes all necessary permission scopes for customer, product, and order data access.
Note
A pop-up window will open for authentication. Make sure pop-ups are allowed for this site.
Step 3: Map Accounts Module
- Navigate to Accounts Mapping section
- Map Shopify Customer fields to Zoho CRM Account fields
- Ensure customer data properly aligns with Account fields
- Click Save to store mappings
Tip:
Account mapping must be completed before setting up Sales Orders, as Sales Orders require linked Account information.
Step 4: Map Contacts Module
- Navigate to Accounts Mapping section
- Map Shopify Customer fields to Zoho CRM Account fields
- Ensure customer data properly aligns with Account fields
- Click Save to store mappings
Step 5: Map Products Module
- Navigate to Product Mapping section
- Map Shopify Products to Zoho CRM Products module
- Configure product fields (name, SKU, price, etc.)
- Click Save after completing mappings
Step 6: Map Sales Orders Module
- Navigate to Sales Order Mapping section
- Map Shopify Orders to Zoho CRM Sales Orders module
- Configure order data fields (customer, status, products)
- Click Save to finalize Sales Order mappings
Requirement:
Account mapping must be completed before Sales Order mapping. The system will prompt you if Account mapping is missing.
Step 7: Test Integration
- Trigger a test synchronization or wait for automatic sync
- Verify data in your Zoho CRM account
- Check that customers, products, and orders synced correctly
- Monitor sync status on the Dashboard
Step 8: Data Migration (Optional)
If you need to migrate historical data from Shopify to Zoho CRM:
- Navigate to Data Migration section
- Select migration type (Old Data, Partial, or Full)
- Choose modules and date ranges
- Submit migration request for processing
Note:
Historical data migration requires a paid yearly subscription. Real-time syncing of new data works without additional subscription.
Important Notes
Shopify Plan Limitations
Full customer PII (names, emails, addresses, phone numbers) is only available with Shopify Advanced or Plus plans. Basic and Standard plans have restricted access to this data.
Allow Pop-ups
Zoho authentication requires pop-up windows. Ensure your browser allows pop-ups for this site to complete the authentication process successfully.
Mapping Dependencies
Account mapping must be completed before Sales Order mapping. Sales Orders require linked Account information to function properly.
Data Migration Subscription
Historical data migration requires a paid yearly subscription. Real-time syncing of new data works without additional subscription.
Troubleshooting
Pop-up blocked during authentication
Check your browser's address bar for a blocked pop-up icon and allow pop-ups for this site. Try the connection again after allowing pop-ups.
Customer data not syncing completely
Verify your Shopify plan. Full customer PII requires Shopify Advanced or Plus plans. Basic/Standard plans have limited customer data API access.
Cannot map Sales Orders
Ensure Account mapping is completed first. Sales Orders depend on Account data and will show a warning if Account mapping is missing.
API token errors
Verify your Shopify Admin API token has all required scopes and hasn't expired. Generate a new token if needed with proper permissions.
Video Tutorial
For detailed documentation, please visit our documentation page.
Ready to Get Started?
Enhance your e-commerce operations with Shopify to Zoho CRM integration