Shopify Connection

How to synchronize customer profile data, order data, and transactional data between Shopify and the BlueConic customer data platform (CDP) in a privacy-compliant way

What: The Shopify Connection allows you to enrich BlueConic profiles with data from Shopify, including importing Shopify order events to BlueConic profile timelines. This connection supports batch import. 

About BlueConic: The BlueConic customer data platform harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem.

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, order data, and transactional events between Shopify and BlueConic

Creating 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 https://my-store.myshopify.com, the store name is 'my-store'.
    How to create a connection for customer profile data, order data, customer events, and transactional 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 import customer profile data, order data, and transactional event data from Shopify to the BlueConic customer data platform

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.

Configuring Shopify Connection import goals

There are two types of import goals you can use to import Shopify data into BlueConic:

  • You can choose to import Shopify profile data into BlueConic profiles.
  • You can import Shopify order event data into customers' BlueConic profile timelines, and also to a BlueConic product store that feeds product recommendations.
    How to import Shopify transactions and order data to BlueConic customer profiles and event Timelines

Note: For importing order data from Shopify to BlueConic, make sure you first set up and run the Profile data import goal so that the Shopify ID is available in BlueConic profiles before you import order data.

Importing Shopify profile data into BlueConic

Select Add goal > Profile data import in the left panel to add an import goal and then follow these steps.

  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 from Shopify to BlueConic customer profile properties
  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 from Shopify to BlueConic

    Select how to import the data from the dropdown menu on the righthand 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 goal. 

Importing Shopify transactional order data

You can import Shopify order events to customers' BlueConic profile Timelines. You can also choose to import the products in these order events to a BlueConic product store, for use in product recommendations.

Select Add goal > Order data import in the left panel of the Shopify Connection page to add an import goal and then follow the steps below. Because BlueConic uses default order event types, you do not need to map Order data fields between Shopify and BlueConic. See the details below on how Shopify order events are imported and mapped to BlueConic profile timelines.

  1. Link identifiers between Shopify and BlueConic.
    Here you link identifiers from Shopify with BlueConic identifiers, typically an email address or custom ID. Data that does not match an existing BlueConic profile is not imported.
    How to import customer orders and transactional data from Shopify into BlueConic customer profiles and event Timelines
    Note: Make sure you first set up and run the Profile data import goal so that the Shopify ID is available in BlueConic profiles when orders are imported.
  2. Select whether to also record ordered products in a BlueConic product store, which can feed BlueConic product recommendations.
    Import-Shopify-orders-to-BlueConic-product-store.png
  3. Click Save in the top righthand corner of the screen to save your import goal. Now you can Run the connection in the Set up and run page.
    After running the connection, check to see that your order data has been imported correctly. See the notes below for additional tips on running this connection.

How BlueConic imports Shopify transactional order data

When you configure and run a Shopify order import goal, BlueConic maps Shopify events to the default BlueConic Order events on the customer's profile Timeline, according to the mappings shown below. (You don't need to specify how each order item maps to BlueConic timeline events.)

Each Shopify order can have multiple order lines, for multiple products that are ordered. 

Mapping Shopify orders to BlueConic events
BlueConic property Shopify property Description
event_id order_id Event ID used inn BlueConic
total_revenue total_revenue Total revenue including shipping and tax, discounts, and promotions and coupons
quantity quantity Total number of products ordered
revenue revenue Revenue excluding shipping and tax, including promotions and coupons
shipping shipping Shipping cost in absolute currency
discount discount  Discount in absolute currency
currency currency Currency used for the transaction
tax tax Tax in absolute currency
tags tag Tags to be used for filtering and searching
Mapping Shopify orderlines to BlueConic events
Each order can have multiple orderlines (e.g. for multiple products)
BlueConic property Shopify property Description
product.id id Internal product ID of product ordered
product.sku sku Product SKU (stock keeping unit) 
product.name name Name of the product
product.variant variant Variant of the product (e.g. white, black, 32 GB, etc.)
product.brand brand Brand of the product
product.listprice listprice List price of order line (list price * number of items)
product.netprice netprice Net price paid for this order line
product.quantity quantity Number of products ordered

Additional notes about importing Shopify orders

  • When importing Shopify order data, make sure you first set up and run the Profile data import goal, so the Shopify ID is available in BlueConic profiles when you then run the order data import.
  • No explicit mapping is required when you set up an order data import from Shopify to BlueConic order event types.
  • The first time you run a Shopify order data import, all orders are imported (for customers with matching BlueConic profiles). On subsequent runs of the connection, only the updates are imported, so the connection will run more quickly.
  • The connection log file will show the number of orders imported.
  • Using the Profile import goal option, you can import the Shopify "total amount spent" to a BlueConic profile property, to use in segmentation.
  • Shopify events not listed in the detailed mapping above are not imported (such as Shopify abandoned cart events).
  • After you successfully run a Shopify order data import, these orders will be visible in BlueConic profile timelines.

Connection status

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

How to check connection status for importing customer profile data, events, order data, and transactions from Shopify to 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.