Shopify

This integration is in beta

The‍
Shopify
integration is currently in beta.
As with all beta tests, not everything will be perfect. If you run into any issues, please submit a support ticket.

Shopify is a complete commerce platform that lets you start, grow, and manage a business, all on a single platform. Using Shopify, you're able to unify all your commerce data to build and customize an online store across multiple channels, from social media to online marketplaces.

In this article, we'll walk you through how to connect your Shopify account with Lexer.

Benefits

Integrating your Shopify with Lexer provides a number of benefits:

  • Import your Shopify ecommerce and retail POS customer data into the Lexer CDXP.
  • Unify and enrich all customer data into rich customer profiles.
  • Automated daily imports so data is always up to date.
  • Create ecommerce, retail, order, and product attributes that can be used for customer segmentation, insight, and analysis.

Here's a summary of how Shopify integrates with Lexer:

Direction

What direction does the data flow?

✅ Data in: Shopify contacts as enriched Profiles.

⬜️ Data out: N/A — Lexer does not send data back into Shopify.

Type

Lexer’s integration with this product allows you to pull data into the hub from these sources.

✅ eCommerce

✅ Retail POS

Source method

How the system connects with Lexer.

✅ API

Destination method

How Lexer connects with the system.

N/A

Status

Is this integration live and working?

Full Release

Lexer product compatibility

What Lexer products is the integration compatible with?

✅ Compare

✅ Segment

✅ Track

✅ Serve

⬜️ Activate

⬜️ Listen

⬜️ Respond

Attributes

No attributes will be created as part of this integration.

Attributes

This integration allows for some flexibility, the output of the integration depends on your available data and what you send through to Lexer. In addition, your attributes could be named in a different way to other clients. If you would like a list of attributes related to this integration, please email your Success Manager.

Attributes

What attributes are created when integrated with Lexer?

Shopify relationship attributes

✅ Shopify record

✅ Is a customer

Shopify orders attributes

✅ Total orders

✅ Number of items ordered

✅ Total orders: Last 6 months

✅ Total orders: Last 12 months

✅ Total orders: Last 24 months

Shopify spend attributes

✅ Spend percentile

✅ Spend decile

✅ Total spend

✅ Total spend: Last 6 months

✅ Total spend: Last 12 months

✅ Total spend: Last 24 months

Shopify returns attributes

✅ Total return value

✅ Number of items returned

Shopify products attributes

✅ Product name

✅ Product SKU

✅ Product IDs purchased

Shopify first order attributes

✅ First order: Product ID

✅ First order: Product SKU

Shopify attributes

✅ First order: Product name

✅ Last order: Product ID

✅ Last order: Product SKU

✅ Last order: Product name

Shopify purchases attributes

✅ Return rate

✅ Order segment

✅ Order: Channel

Shopify customer attributes

✅ Store locations

✅ Relationship

Shopify spend attributes

✅ Average order value

✅ Average spend per product

✅ Total spend: ecommerce

Attributes

These are the standard attributes Lexer can create when you connect this integration, however, this will depend on the data available and what you're sending through to Lexer. Also note, your attributes may be named differently.
If you have any questions, or would like to discuss any custom options, please reach out to your Success Manager.

How to integrate

There are now two options to integrate your Shopify account with Lexer. We'll run through both in this article. You have the option to integrate using the Shopify app store, or through the Lexer hub itself. We’ll start with integration via the Shopify app store. If you would like to skip ahead to details about integration via the Lexer hub, click here.

Option 1: Shopify app store

  1. Open up the Lexer app on the Shopify app store by clicking here.
  1. Click Add app.
  1. To grant the necessary permissions, click Install app.
  2. Enter your hub login details.
  1. Once you have successfully logged into the hub, you will see a pop up. You can then select the hub you would like to connect to the Shopify account, and add all of the groups you would like to have permission to this particular hub.
  1. If successful, you will see a prompt, “Shopify connected successfully”. Click, “Got it”, and you are all done!

Option 2: Lexer hub

To integrate your Shopify account with Lexer through the hub, navigate to Manage > Integrations in the top navigation bar.

Once this is done, walk through the following steps:

  1. Select the Shopify tile.
  2. Click Integrate Shopify.
  3. Enter your Shopify URL.
  4. Finally, click Integrate.

Next, a pop up will appear asking you to enter your Shopify email and password, once you have done so, click Add Integration to save.Connecting your Shopify account with Lexer

The final step
Once you've added your Shopify account credentials to the Shopify tile in the Hub, please contact your Success Manager, or Lexer Support (support@lexer.io) to complete your Shopify set up and configuration.

You're done!

Congratulations, your account should now be integrated in Lexer. We've gone through what Shopify is, the type of integration it is, its benefits, and how to integrate it. There's a lot of steps to follow here and if you feel stuck or confused please don't hesitate to reach out to Lexer Support (support@lexer.io) if you need any help.

Updated:
August 11, 2024
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