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The Shopify extension turns Omneo Credits into Shopify gift cards. Omneo holds the source of truth for balances. Shopify holds gift cards that mirror those balances and redeem natively at checkout.

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How it works

A Credit Definition in Omneo is linked to the Shopify store. When a Profile applies their Credit balance at Shopify checkout, the extension creates a Shopify gift card whose owner is the matching Shopify Account, and stamps the new Shopify gift card ID onto the Omneo Credit as a custom field. The Profile completes checkout using the gift card. On order processing, the extension reads each gift card redemption on the order, looks up the matching Omneo Credit by that custom field, and redeems the amount from the Credit in Omneo. There is one Shopify gift card per Omneo Credit Instance. If a Profile has three separate Credits, the extension generates three separate gift cards. Balances only move down through Shopify. The extension never adjusts a Credit up from the Shopify side. New value is always issued in Omneo first.

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Linking key

When the extension creates a Shopify gift card for an Omneo Credit, it stamps the Shopify gift card ID onto the Credit as a custom field under the Shopify app’s namespace ([shopnamespace].gift_card_id). That field is the lookup key when a Shopify order is processed: every gift card redemption on the order is reverse-resolved to the matching Omneo Credit via this field. If no Credit carries that gift card ID, the gift card is treated as a standard Shopify gift card and ignored by the extension.

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Ownership

The gift card owner is set to the Profile that owns the Credit. The recipient field is left unset. Anyone who has the gift card code can redeem it at Shopify checkout, which matches Shopify’s default behaviour for gift cards.

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Multi-region (omnichannel)

A single Omneo tenant can be connected to multiple regional Shopify stores, for example AU, US, and UK. Because gift cards are created on demand at the point a Profile applies their balance at checkout, the gift card is generated in the Shopify store the Profile is checking out in, against the Profile’s Shopify Account in that region. The Omneo Credit balance is the single balance behind all of them, not a duplicate per store. Profiles experience one gift card balance across every Shopify region you operate.

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Configure the integration

1

Create a Credit Definition in Omneo

In the Omneo CX Manager, create or identify a Credit Definition that should back gift cards in Shopify. The Definition controls currency, expiry rules, and visibility.
2

Link the Credit Definition in the Shopify app

In the Omneo Shopify app, go to Settings > Credits. Find the Credit Definition you want to use and select Link Credit.Only one Credit Definition can be linked per Shopify shop. To switch to a different Definition, unlink the current one first.
3

Enable the Omneo Credits checkout extension

In the Shopify checkout editor, add the Omneo Credits checkout extension to the checkout layout. The block lets signed-in Profiles see and apply their available Credit balance.
There is nothing to configure on the Shopify gift card side. Shopify’s native gift card feature must be enabled on the store, but the extension creates and manages the gift card records itself.
The Omneo API scopes the extension needs are requested by the app at install time and approved as part of the install flow. There is nothing to manage per-feature. Additional optional scopes are requested by the app when required.

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How purchasing a gift card works

A Shopify gift card always starts as an Omneo Credit. There is no path from a Shopify-side gift card to an Omneo Credit. Credits can be issued to a Profile in several ways:
SourceBehaviour
Omneo CX ManagerStaff manually issue a Credit to a Profile, for example for goodwill or returns.
Omneo APIIntegrations create Credits programmatically, for example from returns tools, refund flows, or marketplace partners.
ReactionsLoyalty automations issue Credits as part of incentive flows.
Gift cards are created lazily. The extension does not create a Shopify gift card at the moment the Credit is issued in Omneo. Instead, the gift card is generated the first time the Profile applies that Credit at Shopify checkout. The gift card expiry is set at that point from the Credit’s expires_at value.
Gift card details are not currently kept in sync after creation. If the Omneo Credit’s expires_at is updated later, the existing Shopify gift card’s expiry is not updated. Treat the Omneo Credit as the source of truth and avoid editing the generated gift card directly in Shopify.
The extension does not support gift card claim flows where the recipient is different from the purchaser. The Profile that owns the Credit is the only owner of the resulting gift card. If you need a recipient claim flow, record that as a requirement and contact your Omneo implementation team.
This integration is about turning Omneo Credits into Shopify gift cards. It is not about selling a Shopify “gift card” product through the storefront. If you want a purchasable gift card SKU that issues an Omneo Credit at purchase time, that is a separate flow on top of this integration. Talk to your Omneo implementation team about the options.

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How redeeming a gift card at checkout works

  1. A Profile reaches Shopify checkout signed in to their Shopify Account.
  2. The Omneo Credits checkout extension reads the Profile’s Credit balance from Omneo and displays it.
  3. The Profile chooses how much to apply. The extension generates (or updates) a Shopify gift card to that amount and applies it to the checkout.
  4. Shopify applies the gift card natively, reducing the order total.
  5. The Profile completes the order. Shopify finalises the gift card transaction against the order.
  6. The Omneo extension processes the order/create webhook, finds the gift card transaction, matches it to the originating Credit in Omneo via the gift_card_id custom field, and redeems the Credit by the same amount.
The Profile can choose to apply part of their balance rather than the full amount. The extension generates the Shopify gift card at the chosen amount. If the Profile removes the credit before completing the order, the extension expires the generated gift card so the balance cannot be applied twice. The underlying Omneo Credit is unaffected. If a completed order paid with a credit-backed gift card is later refunded or cancelled in Shopify, the Omneo Credit is not automatically reinstated. The Credit remains redeemed. To return value to the Profile, issue a new Omneo Credit in the CX Manager or via your returns flow.

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POS behaviour

Credits and gift cards are only generated through Shopify Online Store checkout. There is no POS equivalent for creating a credit-backed gift card. Once a gift card exists from an online checkout, it can be applied at Shopify POS like any other Shopify gift card. POS orders go through the same order-processing path, so the redemption is reverse-resolved to the matching Omneo Credit via the gift_card_id custom field and the Credit is redeemed in Omneo just as it would be for an online order. This lets a Profile use the remaining balance of an existing Omneo-backed gift card in-store.

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Limitations

  • One Credit Definition can be linked per Shopify shop at a time.
  • Balances only move down via Shopify redemption. Top-ups must be issued in Omneo.
  • Gift card recipients are not used. The Profile is always the owner.
  • Gift card details are not synced after creation. Changes to the Omneo Credit expires_at do not propagate to the existing Shopify gift card.
  • Gift cards are only generated through Online Store checkout. POS can redeem existing gift cards but cannot generate new ones.
  • Refunding or cancelling an order paid with a credit-backed gift card does not reinstate the Omneo Credit. Issue a fresh Credit if value needs to be returned to the Profile.
See Setting up the Shopify extension for the rest of the Shopify configuration, Shopify overview for the full sync picture, and Glossary for definitions of Profile, Credit Definition, and Reaction.