How to connect your Shopify store

Connecting Shopify, in Settings › Integrations, is what fills Tideswell's selling and buying screens. Sales, stock, products and orders all flow from it, and the selling screens show a connect prompt instead of data until it is done.

Before you start

Settings is for admins, and connecting needs the Manage integrations permission on Settings › Permissions.

You also approve the connection on Shopify's side, so do this while signed in to Shopify with admin rights on the store.

How do you connect?

1. Open Settings › Integrations and click the Shopify row to open it.
2. Type your store's address in Shop domain, in the form my-store.myshopify.com.
3. Press Connect Shopify.
4. Approve on Shopify's own screen. Tideswell brings you back to Integrations and confirms the connection.

There is nothing to copy or paste, and no keys to generate. Once it is connected, the row shows your shop domain, a green Connected status, and the buttons Re-authorize permissions and Disconnect.

Picking Shopify during setup does not connect the store, so do this as your first job once you are in.

How many stores can a workspace connect?

A workspace connects one Shopify store, and the row says so under Shop domain: "One Shopify store per workspace. A second store needs a second workspace."

If you run two stores, create a workspace for each.

What does connecting switch on?

It fills the selling and buying screens, gives the Agent your store to answer from, and starts the stock and order alerts. That is why we recommend doing it before anything else.

• Selling › Analytics: revenue, orders, average order value, trends, best sellers and sales by channel. See What is Store analytics?.
• Selling › Inventory: what is running out, days of cover, suggested reorder quantities and dead stock. See What is Inventory?.
• Buying › Purchase orders, which match their lines against your catalogue and count incoming stock. See What are suppliers and purchase orders?.
• The Agent, which can answer questions about your sales, stock and products. See What is the Agent?.
• The stock and order alerts, which watch your store for you. See How to set up the stock and order alerts.

What does a "Reconnect" status mean?

Reconnect in amber means the store needs your approval again. It has two causes, and the row shows which one you have.

A permission is missing. The store still reads, but something that changes the store fails. The row warns that receiving is failing, or that the store is missing some permissions. Press Re-authorize permissions and approve on Shopify again.

Shopify no longer accepts the saved connection. Store data stops reading altogether, and the row shows the Shop domain field again. Check the domain and press Reconnect Shopify.

Neither needs a disconnect, and nothing in Tideswell is lost. Check this row first if receiving a delivery, correcting stock, adding a customer to a special order, or publishing a homepage banner ever fails. See How to fix receiving, stock corrections and imports that fail.

What if you have no Shopify store?

Everything that is not store data still works: chat, tasks, projects, documents, Objects, decisions and outreach.

The selling screens show a connect prompt instead. It points the people who can connect a store to Settings › Integrations, and tells everyone else to ask an admin.

What next?

Connect Klaviyo when you want customer data and marketing answers, per How to connect Klaviyo.

Then have a look at How to find out what you need to reorder, which is usually the first screen that pays for itself.