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The Omneo Shopify integration connects your Shopify store to your Omneo instance, synchronising Shopify Accounts, Omneo Profiles, orders, and product data automatically. For your marketing and CX team, this means anyone who buys online gets an Omneo Profile immediately, no manual import required.

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What syncs automatically

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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 rewards extension)
  • Can apply rewards as a discount at checkout, against eligible items only (products can be excluded)
  • 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

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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
Customer service team:
  • 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

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Reward redemption at checkout

The checkout rewards extension displays the Profile’s available reward balance and allows them to apply it as a discount before payment. The flow:
  1. A Profile reaches checkout signed in to their Shopify Account
  2. The Store Rewards checkout block shows the Profile’s reward balance
  3. The Profile chooses how much to apply, up to the maximum the cart allows
  4. The app’s redemption discount applies the amount across the eligible items in the cart
  5. Omneo records the redemption when the order completes
The redeemable maximum is based on the eligible cart total. Gift cards and products your team has flagged as excluded never receive reward discounts, and you can cap redemption at a cart minimum or a percentage of the cart. See Checkout rewards for configuration, including product exclusions. The redemption is linked to the transaction in Omneo, which keeps incentive accounting accurate.

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Shopify POS

The Shopify POS integration allows store staff to access Omneo Profile data from within the Shopify POS interface via tiles. Available tiles:

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Getting started

Install the Omneo CX app from the Shopify App Store and connect it to your Omneo instance: see Setting up the Shopify extension. What you need to have ready:
  • Access to your Omneo CX Manager instance
  • Admin access to the Shopify store you want to connect
  • The order status at which transactions should be recorded in Omneo (typically paid or fulfilled)
Once installed, the integration runs in the background with no ongoing maintenance required from your team.