Convert's Shopify integration makes it easier than ever to implement Convert rankings on your website. Below are step-by-step directions for how to set up a Shopify integration on your site.

Table of Contents

• Configuring Shopify
• Setting Up the Shopify Integration in Convert

Configuring Shopify

1. In your Shopify admin portal, click on the Apps button.
2. At the bottom of the Apps page, click the link labeled Manage private apps.
3. In the upper right corner of the Private apps page, click the Create a new private app button.
4. In the App details section, enter "Convert" as the Private app name, and "convert.support@avatria.com" as the Emergency developer email.
5. In the Admin API section, for simplicity, you can set all permissions to Read and write (including disabled permissions). Alternatively, we recommend the following settings:
   1. Read and write access:
      
      1. Store content like articles, blogs, comments, pages, and redirects
      2. Products, variants, and collections
      3. Script tags in your store's theme template files
      4. Reports
      5. Product information
      6. Online store pages graphql api GraphQL for articles, blogs, comments, pages, and redirects from Admin's Online Store Web
   2. Read access:
      1. Customer details and customer groups
      2. Orders, transactions and fulfillments
      3. Theme templates and theme assets
      4. Shipping rates, countries and provinces
      5. Discounts
      6. Merchant managed fulfillment orders
      7. Marketing events and related marketing engagement data
      8. Locations
      9. Inventory
      10. Gift cards
      11. Fulfillment services
      12. Draft orders
      13. Assigned fulfillment orders
      14. Analytics
      15. All fulfillment orders
   3. No Access:
      1. Shopify payments balance & payouts
      2. Shopify payments disputes
      3. Shopify payments bank accounts
      4. Shopify payments account, settings, and banking detailsResource feedback
      5. Gdpr data requests
6. Make sure that Webhook API version is set to Latest, and that Storefront API access is disabled, then Save.
7. On the confirmation modal that appears, click I understand, create the app.
8. New fields should appear for API key, Password, and Shared Secret. Record these values, as you'll need them to finish configuring the Shopify integration in Convert.

Setting up the Shopify Integration in Convert

Once Shopify is properly configured, you can head into Convert to finish setting up the integration. It will be helpful to have your Shopify admin portal open in another tab, as you may need to look up/confirm information you'll enter.

1. Start by navigating to the Site Integration page for the site you wish to integrate. Click Add on the Shopify integration.
2. On the next screen, enter the Store Domain, API Key, API Password, and Shared Secret for your site. Then click Save.
3. To confirm that you've entered the right information and that Convert can properly access Shopify, click Test Connection.
4. Next, click the Edit button on the Import Settings card.
   1. Note: These settings enable Convert to import data from Shopify, which is used to make the configuration of collection mapping easier and may improve the quality of the rankings Convert provides.
   2. Import Frequency controls how often Convert will import data from Shopify, while Import Schedule defines the valid hours Convert is permitted to import data. These settings can be used to avoid potential performance issues caused by a Convert import. We recommend that you set Duration to at least 4 hours, to assure that Convert has enough time to download all relevant data.
5. Once you've entered your desired settings, click Save.
6. Before Convert can begin updating product positions within your Shopify site, we need to configure the collections we wish to update by mapping them to the relevant Product List or Product Referrer in Convert. To do so, in the Product Positioning Groups card, click Add a Group.
7. In the Group Settings page, do the following:
   1. Enter a Name for the product positioning group
   2. Choose the Convert List Type that will be used for mapping
   3. Select the Rank Model to apply to the Product Positioning Group. In most use cases, this will be "Purchases".
   4. Set the desired Update Frequency and Update Schedule.
      1. Note: Update Schedule defines the valid hours Convert will apply its rankings to Shopify, to avoid potential performance issues caused by the update. Because this can be a lengthy process for sites with large catalogs, we recommend setting Duration to at least 8 hours to assure that all collections will be updated.
   5. Select the desired behavior for Missing Rank Handling (and Custom Rank, if necessary).
      1. Note: This feature controls how Convert handles products in the Shopify catalog it does not have a ranking for. These options operate as follows:
         1. Keep Rank will leave the current or default position in place for the product.
         2. Top Rank will give these products the highest rank, assuring that they appear at the top of the list.
         3. Median Rank will assign these products the median rank.
         4. Lowest Rank will assign these products the lowest rank, assuring they appear at the end of the list.
         5. Custom Rank allows the user to define where in the list these products should appear.
   6. Use the Collection Mapping table to assign the Convert List that should be used to update each desired Shopify Collection ID.
      1. Note: To find the Collection ID for a collection in Shopify, navigate to a collection page in the Shopify admin portal, and copy the eleven-digit number at the end of the URL.
      2. Note: Convert uses Shopify's "Manual" sort order to apply its rankings to a collection. To assure your site is properly configured to enable Convert rankings, click here. 
   7. When finished configuring the product positioning group, click Save.
   8. Once a product positioning group has been created, you can click "Update Now" to force a ranking update on demand.
      1. Note: Clicking Update Now will override update schedule settings, and may cause performance issues on your Shopify site.