Shopify Integration
Connecting Shopify gives your team and eligible agents a shared view of the store. Agents can use current product information during customer conversations, while your team can review orders, marketing attribution, product relationships, bundle behavior, and product performance in Versafy.
Navigation: Open General → Integrations, then expand Shopify.
Connect a store
Select Connect Shopify and follow the store authorization flow shown on screen. Confirm that the store domain belongs to the store you intend to add.
If your organization uses its own Shopify app, the connection dialog may offer a custom setup. Follow your organization’s approved connection instructions and keep all secret values in the protected connection form.
Wait for the initial synchronization
Synchronization brings store activity into the pages and agent experiences that depend on it. After connection, orders may appear before the full catalog is ready. Banners on Shopify pages show when initial data is still synchronizing. Keep the store connected and avoid starting repeated manual syncs.
Shopify pages appear in the left sidebar only when your workspace has an enabled store and you have access.
Use manual synchronization
Manual synchronization helps recover a known data gap or refresh after a connection change; it is not needed for every new order. The connected-store card can provide:
- Sync Orders with a starting date;
- Sync Catalog for product and collection updates.
Use manual sync after an initial connection, a known gap, or support guidance. A sync starts in the background; wait for its status rather than selecting it repeatedly.
Enable, edit, or reconnect
A disabled store remains saved but is unavailable to Shopify pages and agent tools. Re-enable it when ready. If authorization fails or store access changes, use reconnect or the edit action shown for the connection.
Disconnect a store
Before disconnecting, review:
- agent commerce features that use the store;
- order and catalog reports;
- CRM settings linked to store orders;
- saved bundle, family, and economics work.
The confirmation dialog explains whether imported data will be retained or deleted. Type the requested confirmation exactly and proceed only if you understand the effect.
Troubleshoot a store connection
Shopify pages do not appear
Confirm the store is connected and enabled, then check your permissions and refresh the workspace.
Orders are current but catalog is not
Catalog synchronization can take longer. Check the catalog status banner before starting one manual catalog sync.
One store’s data appears instead of another
Use the store selector at the top of the Shopify page. Store choice is page-specific and can be preserved in a shared link.