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Configure Shopify

Configure data exchange between CloudTalk and Shopify to ensure your data stays up to date.

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Written by Valeriia Volobrinskaia

This article explains how to set up the connection, including how to generate API credentials in Shopify, where to enter them in CloudTalk, and how to assign your CloudTalk phone numbers to your Shopify account for calling and messaging.

User level: Admin

Looking for instructions on how to use CloudTalk inside Shopify?
See our guide Using CloudTalk with Shopify.

Prerequisites

Before you begin, make sure you have:

  • Admin access to your CloudTalk account

  • Active access to the CRM account you are re-authorizing (e.g. HubSpot, Salesforce)

  • For OAuth-based integrations: login credentials for the CRM account with the required permission scopes

  • For API token-based integrations: a valid API token generated from your CRM

  • The email address you use in CloudTalk must match exactly with the email address in your Shopify account. If the emails do not match, synchronization will not work correctly.

Configure Shopify

  1. Log in to your CloudTalk Dashboard.

  2. Go to Account > Integrations.

  3. Select Shopify from the list of available integrations.

  4. Under Shopify Authentication, click New Authentication.

Create a New App in Shopify

To generate the necessary API credentials, you’ll need to create a custom app:

  1. In your Shopify admin, click Apps in the side menu.

  2. Scroll to the bottom and click App and sales channel settings.

  3. Navigate and click the Develop apps section at the top.

  4. Click Create an app.

  5. Enter a name like CloudTalk Integration.

  6. Choose yourself (or another admin) as the App developer.

  7. Click Create app.

Configure Admin API Access

  1. After creating the app, open it and go to the Configuration tab.

  2. Under Admin API integration, click Configure.

  3. Grant the app the necessary permissions (e.g., access to Customer and Order data).

  4. Click Save.

Need help choosing permissions? You can learn more about API access scopes and token generation in Shopify’s developer guide here.

Generate Access Token

  1. Go to the API credentials tab inside your newly created app.

  2. Click Install app (if prompted).

  3. After installing, click Reveal token once to get your Admin API Access Token.

  4. Copy and store this token securely. You’ll need it in CloudTalk.

Complete Authentication in CloudTalk

  1. Return to the CloudTalk Dashboard > Shopify Integration setup.

  2. In the authentication form:

    • For Shop subdomain, use the subdomain portion of your Shopify store URL.
      ​Example: If your store URL is yourcompanystore.myshopify.com, enter yourcompanystore.

    • For Access Token, paste the Admin API token you copied earlier.

  3. Click Create.

4. Choose which CloudTalk numbers will be used for:

  • Calls

  • SMS

5. Click Submit, then Finish to complete the setup.

Disconnect Shopify Integration

If you no longer want to use the Shopify integration with CloudTalk, follow these steps to remove it:

  1. Log in to your CloudTalk Dashboard and go to Account > Integrations from the left-hand menu.

  2. Find the Shopify integration and click Configure.

  3. Scroll to the bottom and click Delete Integration.

  4. When prompted, type DELETE to confirm and click Delete again.

The integration with Shopify will now be successfully removed from your CloudTalk account.

Need help or have a question? Just reach out through our Support portal — we’re here for you.

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