Configure a Connection Profile

From the CData ribbon, click Get Data and select From Shopify connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Shopify Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Shopify

This section describes how to connect to Shopify from the web, a desktop application, or a headless application.

Connecting via Access Token

Connecting via an access token takes two steps:

1. Use the Shopify admin page to create the access token
2. Use your access token to authenticate

Create the Access Token

Follow the steps below to register an application and obtain the access token:

1. Log in to your Shopify from the admin page and navigate to Apps > Apps and sales channels.
2. Click Develop apps and select Create an app.
3. In the Overview tab, click Configure Admin API scopes and select the access permissions for your store that you want to grant to your application. The permissions required by our provider to use all the tables and views are:
   • read_assigned_fulfillment_orders, write_assigned_fulfillment_orders
   • read_content, write_content
   • read_customers, write_customers
   • read_draft_orders, write_draft_orders
   • read_fulfillments, write_fulfillments
   • read_gift_cards, write_gift_cards
   • read_inventory, write_inventory
   • read_marketing_events, write_marketing_events
   • read_orders, write_orders
   • read_price_rules, write_price_rules
   • read_product_listings, write_product_listings
   • read_products, write_products
   • read_reports, write_reports
   • read_script_tags, write_script_tags
   • read_shopify_payments_payouts
   • read_themes, write_themes
   • read_markets
   • read_shopify_payments_accounts
   • read_publications
   • unauthenticated_read_content (Storefront API)
4. Click Save.
5. Select API Credentials.
6. Under "Access tokens" click Install app. This creates your access token.
7. Copy your access token under Admin API Access token. NOTE: The token can be revealed and copied only once.

Authenticate via Access Token

To authenticate using an access token, specify the following:

• AuthScheme: Set to AccessToken.
• AccessToken: Set to the access token value you copied from the custom app.

Connecting via OAuth

Shopify supports OAuth authentication. In all cases, AuthScheme must be set to OAuth, and you must create a custom OAuth application. See Creating a Custom OAuth Application for for more information.

Desktop Applications

Follow the steps below to authenticate with the credentials for a custom OAuth application.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

• OAuthClientId: Set this to the client Id assigned when you registered your application.
• OAuthClientSecret: Set this to the client secret assigned when you registered your application.
• CallbackURL: Set this to the redirect URI defined when you registered your application.

When you connect, the add-in opens Shopify's OAuth endpoint in your default browser. Log in and grant permissions to the application. The add-in refreshes the access token automatically when it expires.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Shopify you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Shopify data, such as using the available CData Excel Functions.