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Connect Shopify to AIQ Marketing + Loyalty

Shopify can be used as an e-commerce platform and a POS in store. Our integration has the ability to pull in contacts and orders along with pushing new signups.

About the AIQ <> Shopify Integration

Review our Integration Grid for supported features.

Shopify can be used as an e-commerce platform and a POS in store. Our integration has the ability to pull in contacts and orders along with pushing new signups.

This article covers Shopify connection for AIQ Marketing + Loyalty.

How to Connect Shopify to AIQ

To connect your store to AIQ, you'll create an app in Shopify's Dev Dashboard, configure API access scopes, and then enter your credentials into AIQ.

Shopify Steps

Shopify app creation now takes place in the Dev Dashboard — a separate interface from your store admin, located at dev.shopify.com/dashboard.

Step 1 — Create a new app

  1. Go to dev.shopify.com/dashboard and sign in.

  2. In the left-panel navigation, select Apps.

  3. In the top-right corner of the screen, click Create app.

  4. Select Start from Dev Dashboard.

  5. Name the app AIQ, then click Create.

Step 2 — Create a version and configure API scopes

Before the app can be installed, you must create a version. This is where API scopes are configured.

  1. From your new app, open the Versions tab.

  2. Fill in the required fields:

    • App URL: If you don't have a custom URL, use the default: https://shopify.dev/apps/default-app-home

    • Webhooks API version: Select the most recent version available.

    • Access scopes: Enter the following scopes (required for the AIQ integration to sync successfully):

      • read_orders

      • read_products

      • read_locations

      • read_analytics

      • read_apps

      • read_assigned_fulfillment_orders

      • read_customer_events

      • write_customers

      • read_customers

      • read_discounts

      • read_inventory

  3. Click Release.

Note: When you update scopes in a future version of your app, merchants will need to manually approve the new scopes in their Shopify admin before changes take effect.

Step 3 — Install your app

  1. From your app in the Dev Dashboard, select Home in the left panel.

  2. Scroll down and click Install app.

  3. Select or confirm the store you want to install the app on.

  4. Click Install.

Step 4 — Retrieve your credentials

Once your app is installed, retrieve the credentials you'll need to enter into AIQ.

  1. From your app in the Dev Dashboard, go to Settings.

  2. Copy your Client ID and Client secret.

⚠️ Important — Token expiration: Dev Dashboard apps do not issue a permanent static access token. Instead, your Client ID and Client secret are used to programmatically request an access token from Shopify's OAuth endpoint. Tokens expire every 24 hours. If you experience sync interruptions, a new token may need to be requested. For full details on the token exchange process, see Shopify's official documentation.

AIQ Steps

After completing the Shopify setup, enter your credentials into AIQ to complete the connection.

  1. For Owner level users, navigate to Settings → Integrations via the gear icon at the bottom of the left navigation bar. Use the search bar to locate Shopify, then click on it to open the Integration Card.

  2. Fill out the following credentials:

    1. Shop Name — The portion of your store URL that appears before myshopify.com. For example, if your URL is exampleshoprules.myshopify.com, enter exampleshoprules.

    2. API Key / Client ID — The Client ID from your app's Settings in the Dev Dashboard.

    3. Password — The Admin API access token obtained via Shopify's token exchange flow using your Client ID and Client secret. For step-by-step instructions, see Shopify's access token documentation.

    4. Relevant market of credential (optional) — The state(s) or province(s) these credentials should sync contacts from.

    5. Repeat this step to add credentials for each storefront you would like to connect.

  3. Click the Add Credential button.

  4. If your Shopify integration connects to a regulated industry or market, check the box next to Required: All shoppers from this source have passed an age gate compliant with my industry.

  5. Toggle Sync Personas to begin syncing your Shopify shoppers and sales into AIQ within 24 hours.

  6. Click the purple Connect button in the top right.

⚠️ Warning: If your Shopify integration connects to a regulated industry or market, data will not begin syncing until you check the box next to Required: All shoppers from this source have passed an age gate compliant with my industry.

How to Map a Store

  1. Navigate to Settings -> Company Account > Retail Store

  2. Click Edit on the store you wish you map

  3. Under Store Mappings you'll see the Shopify symbol

  4. Click on the empty field to the right of the symbol and a dropdown will appear to "map" the key

  5. Click Save settings and you are done mapping the store. Keep in mind this must be repeated for any additional stores that you add to the account.

AIQ <> Shopify: Merchant Guide

These settings are optional, but changing them later can affect how data is ingested from Shopify.

  • POS: Allows AIQ to capture sales and inventory from connected Shopify stores.

  • Locations: Allows AIQ to pull fulfillment locations and assign store names to sales.

  • Dynamic Content: Allows AIQ to pull products for dynamic content. Requires the read_inventory access scope.

  • Abandon Cart: Allows AIQ to run abandoned cart campaigns using dynamic content. See Abandoned Cart Notifications for more information about how to build these types of campaigns.

    • Note: Abandoned cart messages are sent to a shopper after 2 hours of cart inactivity in Shopify. Messages are only sent to current loyalty program members.

FAQs

Can I freeze my Shopify credentials in AIQ?

Yes. Toggle on Freeze on your credentials in Settings > Integrations > Shopify to pause the data transfer.

Can my AIQ loyalty shoppers join my loyalty program?

Only if you have Shopify Plus and build out the functionality with our public API

Can my AIQ loyalty shoppers accrue points?

Shoppers can accrue loyalty points by placing an order via Shopify

Can my AIQ loyalty shoppers redeem points?

AIQ Marketing Pro merchants can use unique coupon codes generated by Shopify POS that will be recognized at Shopify Ecommerce checkout. See more on unique coupon codes here.

Alternatively, Shopify Plus merchants can build out custom checkout functionality with our public API so shoppers can apply a discount at time of checkout.

I am getting an account notification that I have unmapped stores, how can I fix this?

Once data begins coming through AIQ, you must map the API key to the store(s) to assign a "favorite store" to the shopper. See How to Map a Store above.

Are there any additional settings I can enable?

See Integration Settings for more optional settings

How long will it take before data from Shopify appears in AIQ?

When you connect your Shopify account to AIQ, it may take up to 24 hours for data to synchronize and appear in your AIQ dashboard.

Need Help?

If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.

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