What syncs automatically
| Data | Direction | Notes |
|---|---|---|
| Shopify Accounts | Shopify → Omneo | Each new or updated Shopify Account creates or updates an Omneo Profile |
| 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 to the linked Shopify Account |
What your Profiles experience
When the Shopify integration is active, anyone signed in to 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 Profile
- 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 Omneo Profile
- Process returns and issue store credits directly from the Profile 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 Profile’s available reward balance and allows them to apply it as a discount before payment. The flow:- A Profile reaches checkout signed in to their Shopify Account
- Checkout snippet queries Omneo via the Shopify Proxy for the Profile’s reward balance
- The Profile 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 Profile data from within the Shopify POS interface via tiles. Available tiles:| Tile | What it shows |
|---|---|
| Profile overview | Profile summary, tier, reward balance |
| Transaction history | Recent purchases across all channels |
| Active benefits | Current entitlements the Profile 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)