Connect Xendy with Shopify

Introduction

Integrating Shopify with Xendy allows you to synchronize your store’s customer, order, and product data effortlessly. This connection is updated daily, ensuring your email marketing campaigns are powered by the latest data. With this integration, you can create dynamic segments based on customer purchase behavior, showcase personalized product recommendations, and send targeted email campaigns tailored to your audience. By connecting Shopify with Xendy, you’ll unlock new possibilities for automating and optimizing your email marketing strategy, saving time while driving engagement and sales.

Set up the connection

Connecting your Shopify store with Xendy is simple and ensures seamless data synchronization. Follow these steps to set up the connection and start using your Shopify data for email marketing campaigns.

1. Generate API access in Shopify

• Log in to your Shopify admin panel:

  • Access your Shopify store by logging into your admin dashboard.

• Go to apps settings:

  • Navigate to Apps in the left-hand menu and click Develop apps.
  • If this is your first time, enable app development in your Shopify settings.

• Create a new app:

  • Click Create an App and name it (e.g., “Xendy Integration”).
  • Assign an admin user to manage the app and click Create App.

• Set API permissions:

  • Under the Configuration tab, add the following permissions:
    • Customers: Read and write access.
    • Orders: Read access.
    • Products: Read access.
  • Save the changes.

• Generate API keys:

  • Go to the API Credentials tab and click Install App.
  • Copy the API Key and Access Token provided—you’ll need these to connect Shopify with Xendy.

2. Connect Shopify to Xendy

• Log in to Xendy:

  • Access your Xendy account and click the gear icon in the top-right corner of the dashboard.
  • Select Integrations from the dropdown menu.

• Choose Shopify:

  • In the integrations section, select Shopify from the list of available integrations.

• Enter API credentials:

  • Paste the API Key and Access Token from Shopify into the corresponding fields in Xendy.
  • Enter your store’s base URL (e.g., https://yourstore.myshopify.com).
  • Click Connect to establish the integration.

3. Verify the connection

Once connected, Shopify will begin syncing data with Xendy. This includes:

• Customer data: Contact information and purchase behavior.
• Order data: Order dates, values, and product details.
• Product data: Product names, categories, SKUs, and prices.

Data syncs automatically once per day, ensuring your campaigns always reflect the latest information.

With your Shopify store successfully connected to Xendy, you’re ready to start leveraging this data in your email campaigns. In the next section, we’ll discuss data mapping and how Xendy ensures that all fields are automatically aligned for seamless integration.

Data mapping

Once Shopify is connected to Xendy, the integration ensures that customer, order, and product data is automatically mapped for seamless use in email campaigns and dynamic segments. This eliminates the need for manual data handling and ensures accurate synchronization.

1. Automatic data mapping

Xendy automatically maps key Shopify fields to its database. Here’s how the data is structured:

• Customer data:
  • Name, email address, and phone number.
  • Purchase frequency and total spending.
• Order data:
  • Order dates, order values, and product lists.
  • Statuses such as completed or canceled.
• Product data:
  • Product names, categories, SKUs, and pricing.

This automatic mapping enables you to quickly use the data in your email campaigns without extra configuration.

2. Benefits of automatic mapping

• Saves time: No need to manually align fields between Shopify and Xendy.
• Reduces errors: Ensures consistent and accurate data transfer.
• Ready for use: The data is instantly available for segmentation, personalization, and automation.

3. Adding custom fields

If you have specific data points unique to your Shopify store (e.g., loyalty points, preferred product categories), you can add custom fields in Xendy.

Steps to add custom fields:

1. Create a custom field in Xendy:

   • Navigate to Contacts > Custom Fields.
   • Add a new field (e.g., “Loyalty Points”).

2. Map custom fields:

   • Go to Settings > Integrations > Shopify.
   • Locate the Field Mappings section and map the Shopify field to the corresponding Xendy field.

3. Verify field mapping:

   • Check a synced customer’s profile in Xendy to confirm the custom field is populated.

4. Using mapped data

• Create dynamic segments based on mapped data, such as customers who haven’t purchased recently or those who spend above a certain amount.
• Personalize emails with mapped fields using @ mentions in Xendy’s email builder.

With automatic and custom field mapping in place, you can ensure all relevant Shopify data is ready for use in Xendy. In the next section, we’ll address common questions about the Shopify integration.

Frequently asked questions