Install the Omneo Shopify app, then configure it to sync profiles, orders, and products between Shopify and Omneo.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.
Before you start
You need access to your Omneo CX Manager instance at{tenant}.manager.getomneo.com and admin access to the Shopify store you want to connect.
Install the Shopify app
Open the Omneo CX listing
Go to apps.shopify.com/omneo-cx in the Shopify App Store.
All data sync settings are enabled by default after installation. You do not need to turn anything on to start syncing profiles, orders, and products between Shopify and Omneo.
Disable data sync (optional)
Data sync can be turned off during setup or at any time afterwards. There are two independent controls, one on each side:| Direction | Where to disable |
|---|---|
| Shopify to Omneo | In the Omneo CX Shopify app, go to Settings → General and disable the Shopify webhooks back to Omneo. |
| Omneo to Shopify | In Omneo CX Manager, go to Settings → Webhooks and disable the shopify-{tenant} webhooks. |
Configure sync settings
Configure the following settings in the Shopify extension after installation.Profile sync settings
| Setting | Description |
|---|---|
| Identity Handle | The Omneo identity handle used to link Omneo profiles to Shopify customers (default: shopify). Do not change this after profiles have started syncing. |
| Tag Whitelist | Only tags in this list are synced from Shopify to Omneo. |
| Tag Prefix | Prefix applied to Omneo tags when synced to Shopify (default: cx-). |
| Field Mapping | Override the default field mapping between Omneo profile fields and Shopify customer fields. |
Order and transaction sync
Configure the Transaction Order Status threshold to the order status at which you consider a Shopify order complete (e.g.fulfilled, paid). Orders reaching this status are created as Transactions in Omneo.
Product sync
Configure Product Sync Level asHeader (default, recommended) or Variant depending on how your product data is structured.
For front-end authentication from Shopify Liquid themes or App UI Extensions, see Shopify Authentication.