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Install the Omneo Shopify app, then configure it to sync profiles, orders, and products between Shopify and Omneo.

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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.

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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.

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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:
DirectionWhere to disable
Shopify to OmneoIn the Omneo CX Shopify app, go to Settings → General and disable the Shopify webhooks back to Omneo.
Omneo to ShopifyIn Omneo CX Manager, go to Settings → Webhooks and disable the shopify-{tenant} webhooks.
Disable both sides to fully pause sync. Disable one side to pause only that direction.

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Configure sync settings

Configure the following settings in the Shopify extension after installation.

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Profile sync settings

SettingDescription
Identity HandleThe Omneo identity handle used to link Omneo Profiles to Shopify Accounts (default: shopify). Do not change this after Profiles have started syncing.
Tag WhitelistOnly tags in this list are synced from Shopify to Omneo.
Tag PrefixPrefix applied to Omneo tags when synced to Shopify (default: cx-).
Field MappingOverride the default field mapping between Omneo Profile fields and Shopify Account fields.

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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.

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Product sync

Configure Product Sync Level as Header (default, recommended) or Variant depending on how your product data is structured.

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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:
FormatBehaviour
DirectCopies the source Shopify field value straight onto the Omneo field.
TemplateResolves the field value from a Handlebars template that can reference any field on the Shopify source object.

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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:
HelperPurpose
eqReturns true when both arguments are strictly equal (a === b).
neReturns true when both arguments are not strictly equal (a !== b).
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.

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Variant title handling

When mapping a variant title from Shopify to Omneo, Omneo treats Shopify’s default variant title of Default 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.