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The Omneo Shopify extension connects your Shopify store to Omneo, keeping Shopify Accounts and Omneo Profiles, orders, products, and transactions in sync and powering Shopify Account, checkout, and Shopify POS surfaces with Omneo data.

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What the extension syncs

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Shopify Account blocks

Embedded blocks for the Shopify Account area let signed-in Profiles see their Omneo data without leaving Shopify: Block titles, subtitles, and visibility are configurable from the Shopify theme editor.
The Shopify Account blocks are customer account UI extensions and render only on stores using Shopify’s new customer accounts. See Customer account compatibility.

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Checkout extensions

Signed-in Profiles can apply Omneo value to an order at checkout: Multiple discounts can be stacked on a single checkout. Specific products can be excluded from reward redemption using a configurable product metafield, see Product exclusions.

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Customer account compatibility

Shopify offers two kinds of customer accounts: classic (legacy) customer accounts and new customer accounts. Most Omneo surfaces work with both. Only the Shopify Account blocks need new customer accounts. On a store using classic customer accounts, show Omneo balances, rewards and tiers through the Profile Portal theme extension, or through theme code using a /apps/cx token, rather than the Shopify Account blocks.

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Credits and gift cards

Omneo Credits are used as Shopify gift cards. Credits are issued and tracked in Omneo. The extension generates a matching Shopify gift card per Credit in the destination Shopify store, so Profiles can redeem at checkout using Shopify’s native gift card flow. A single Omneo tenant can be linked to multiple regional Shopify stores (for example AU, US, and UK). A Credit issued in Omneo materialises as a gift card in the correct region when the Profile reaches checkout there, and the balance is the single Omneo balance behind every region. The result is one omnichannel gift card experience across stores. See Credits and gift cards for configuration, issuance, and redemption details.

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Shopify POS

The same app extends Shopify POS with tiles for Profile search, reward and benefit redemption, communication preferences, and forms, plus a customer insights block, and records in-store sales as Transactions attributed to the store and staff member. Shopify POS is documented as its own extension under ERP and POS, see Shopify POS and Setting up Shopify POS. See Setup for sync configuration, Profile field mapping for syncing Omneo Profile attributes into Shopify customer metafields, and Shopify Authentication for front-end token issuance.