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
1
Open the Omneo CX listing
Go to apps.shopify.com/omneo-cx in the Shopify App Store.
2
Install the app
Select Install and choose the storefront you want to connect to Omneo.
3
Approve the Shopify permissions
Approve the requested permissions to finish installation. The app appears under Apps in your Shopify admin once installed.
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:
Disable both sides to fully pause sync. Disable one side to pause only that direction.
Configure sync settings
Configure the following settings in the Shopify extension after installation.Profile sync settings
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.
Field mapping
Product fields are mapped from Shopify to Omneo using a configurable mapping. Each mapped field has a format that determines how its value is resolved:Template format
When a mapping uses the Template format, the value is rendered with Handlebars. You can use standard Handlebars syntax (variables,{{#if}}/{{else}}, partials, built-in helpers) together with two custom helpers provided by the extension:
These helpers let you build conditional mappings. For example, a variant title template can fall back to the parent product title when the variant title matches the product title, and otherwise combine the two with a separator — all expressed as a single Handlebars
if block using the eq helper against title and product.title.
Template format is available on every template-capable field in the product mapping.
Variant title handling
When mapping a variant title from Shopify to Omneo, Omneo treats Shopify’s default variant title ofDefault Title as a placeholder and uses the parent product title instead. This avoids variants being labelled Default Title in Omneo for products that have no real variants in Shopify.
For front-end authentication from Shopify Liquid themes or App UI Extensions, see Shopify Authentication.