Shopify Connection

How to synchronize customer profile data between Shopify and BlueConic

What: The Shopify Connection allows you to enrich BlueConic profiles with data from Shopify. This connection supports batch import. 

About BlueConic: BlueConic is a Customer Data Platform that harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem. Click here to learn more.

Why: By importing data from Shopify to BlueConic, you can re-engage customers who have abandoned their shopping carts or left your site before completing their purchases. Use this connection to share first-party customer and abandoned basket data from Shopify to your BlueConic profiles to better retarget customers data. 

Adding a Shopify Connection

  1. Click Connections in the Navigation bar.
  2. Click Add Connection.
  3. A pop-up window appears. Check the Show all box and enter "Shopify" in the Search bar.
  4. Click Shopify connection.
    The Shopify connection page opens. You can expand or collapse metadata fields (favorite, labels, and description) by clicking the gray + or .
    How to connect customer profile data between Shopify and BlueConic

Configuring a Shopify connection

Setting up the Shopify connection with BlueConic

  1. In the Set up and run page, enter your Shopify store name.
    You can find this name in the URL of your Shopify environment. For example, in the URL, the store name is 'my-store'.
    How to create a connection for customer profile data between Shopify and BlueConic
  2. Click Connect with Shopify to authenticate the connection.
    Log in to your Shopify account and follow the prompts to connect BlueConic to your Shopify account and authorize the flow of data from Shopify to BlueConic. Once the connection is established, the Authentication shows "Connected to Shopify."

Data exchange: After the connection runs, this shows the total number of unique profiles that have been imported via the connection. Note that these are unique profiles. If the same profile is imported multiple times, it is counted as 1.

How to exchange customer profile data between Shopify and BlueConic

Run history: This table appears after you save the connection. Here you can schedule the connection to run on certain days, at certain times. See Scheduling connections for details.

To make the connection work, you have to add at least one import goal and switch the connection on. In the import goal you can specify how data from Shopify should be linked and mapped to BlueConic data.

Importing Shopify data into BlueConic

Select Import data into BlueConic in the left panel to add an import goal and then follow the steps laid out in the goal.

  1. Link identifiers between Shopify and BlueConic.
    To match Shopify customers to BlueConic profiles, you need to link identifiers between the two systems. If there's no match for a Shopify customer, the customer will not be imported, unless you select the "Allow the creation of new BlueConic profiles" box.
    How to import customer profile data between Shopify and BlueConic
  2. Map Shopify data to BlueConic.
    Here you map the Shopify fields you want to import into BlueConic to the corresponding profile property fields. Click Add mapping to create additional mappings.
    How to map customer profile data between Shopify and BlueConic

    Select how to import the data from the drop-down list on the right-hand side:

    • Set
    • Set if empty
    • Add the data field to the list of existing values.
    • Sum a number with the existing values (if the data field is a number).
  3. Click Save on the top right corner of the screen to save your import goal. Now you can Run the connection in the Set up and run page.
    Optional: In the left panel, click Add goal and then Import goal to create another Import goal. 

Connection status

Once you've set up and saved your connection, the icon at the top will reflect the status of the connection.

How to check connection status for exchanging customer profile data between Shopify and BlueConic 

An arrow runs from Shopify to BlueConic, signifying the direction of the data import. When the arrow is green, the connection is ready to be used.

In the Data exchange section of the Set up and run page, you can see the number of unique profiles that had data imported by the connection. See Scheduling connections for information on running the connection on a schedule.

Privacy management 

Connections can be added to Objectives, allowing for privacy management of the information that is being picked up. A connection will only process the profiles of visitors who have consented to at least one of the objectives that the connection is linked to.