The Omneo Shopify integration connects your Shopify store to your Omneo instance, synchronising customer profiles, orders, and product data automatically. For your marketing and CX team, this means customers who buy online are immediately known in Omneo — no manual import required.Documentation Index
Fetch the complete documentation index at: https://docs.omneo.io/llms.txt
Use this file to discover all available pages before exploring further.
What syncs automatically
| Data | Direction | Notes |
|---|---|---|
| Customer profiles | Shopify → Omneo | On create and update |
| Orders | Shopify → Omneo | Converted to Transactions at a configurable order status |
| Products and variants | Shopify → Omneo | Full catalogue sync for list and recommendation features |
| Locations | Shopify → Omneo | Store locations for in-store context |
| Omneo profiles | Omneo → Shopify | Profile updates (e.g., name, mobile) sync back |
What your customers experience
When the Shopify integration is active, customers who are logged into their Shopify account:- See their reward balance at checkout (via the checkout snippet)
- Can apply rewards as a discount at checkout
- Receive eReceipt emails automatically after purchase
- Have their online purchases included in their Omneo tier spend calculation
- See their complete purchase history (in-store + online) in the Profile Portal
What your team can do
Marketing team:- See online purchase history alongside in-store history for every known customer
- Segment on combined channel behaviour (e.g., “bought online but not in-store in 6 months”)
- Trigger post-purchase reactions from any Shopify order
- Look up online orders in CX Manager against the customer profile
- Process returns and issue store credits directly from the customer record
- See the full omnichannel picture without switching between Shopify admin and your CS tool
Reward redemption at checkout
The Shopify checkout integration displays the customer’s available reward balance and allows them to apply it as a discount before payment. The flow:- Logged-in customer reaches checkout
- Checkout snippet queries Omneo via the Shopify Proxy for the profile’s reward balance
- Customer sees their balance and opts in to apply it
- A discount is created in the Shopify cart
- Omneo records the redemption when the order completes
Shopify POS
The Shopify POS integration allows store staff to access Omneo customer data from within the Shopify POS interface via tiles. Available tiles:| Tile | What it shows |
|---|---|
| Customer overview | Profile summary, tier, reward balance |
| Transaction history | Recent purchases across all channels |
| Active benefits | Current entitlements the customer can redeem |
| Redemption | Apply rewards or benefits to the current sale |
Getting started
The Shopify integration is a self-hosted plugin. Your Omneo implementation partner will handle installation. What you need to provide:- Your Omneo domain and API token (with appropriate scopes)
- Your Shopify store URL and API credentials
- The order status at which transactions should be recorded in Omneo (typically
paidorfulfilled)