Connect a Shopify store

The Zamilo app is waiting for Shopify App Store approval. It is a public Shopify app, but until Shopify approves it, it can be installed only on Shopify development stores, not on a live store. Everything below works the same once it is approved.

Zamilo connects to Shopify through the Zamilo app, installed on your store from Shopify. Once the store is linked to one of your businesses, its orders come into Zamilo. Sending prices, stock levels or leads back to the store stays off until you switch it on.

Before you start

In Shopify, you are the store owner or have permission to install apps.
In Zamilo, your role allows Integrations, access, data and sync (the Administrator role, out of the box).
Your Zamilo workspace has at least one business free for the store. Each business can have one Shopify store. Businesses are set up on Settings → General.

Install the Zamilo app

Sign in to Zamilo at https://app.zamilo.io and open Settings → Integrations.
In the Shopify card, press Connect a Shopify Store. Shopify opens in a new tab. You can also find the app on the Shopify App Store once it is listed.
Choose the store in Shopify and approve the install. Shopify shows the permissions the app asks for: orders, customers, returns, products, inventory, locations and fulfilment.
Shopify then opens the Zamilo page inside your Shopify admin.

If the Shopify card says Shopify connects through the Zamilo app and is waiting for Shopify's review, or that the install link is not set up yet, store connections are not open on this installation yet.

Link the store to a business

On the Zamilo page in Shopify, press Link to Zamilo. Zamilo opens in its own window.
Sign in as an administrator of your company, if asked.
On Link a Shopify Store, choose the Business the store belongs to. A business that already has a store is marked (already has a shop) and cannot be chosen.
Press Link This Store. Zamilo confirms the store is linked: its orders start syncing, and the price and stock pushes start paused.

The link from Shopify lasts 15 minutes. If Zamilo says it has expired, open the Zamilo app in the Shopify admin again and press Link to Zamilo. A store already linked to another Zamilo company must be unlinked there first.

The Zamilo page inside Shopify

Open Zamilo from Apps in your Shopify admin. Once linked, the page shows which company and business the store belongs to, when its orders last synced, and two switches: Send Zamilo's prices to this shop and Send Zamilo's stock levels to this shop. Changes save at once. Anyone on your store's staff who can open the app can use them. The page shows nothing else from your Zamilo workspace.

What Zamilo reads

Orders, with the customer's name, email, phone and address on each, about every 30 minutes. An administrator can sync at once on Settings → Data & sync with Sync New & Changed. Until Shopify grants access to older orders, only the last 60 days are available.
Products. When you press Match by SKU on Settings → Shopify products, Zamilo reads every variant and ties those whose SKU is in your catalogue to the product. A match writes nothing to Shopify.
Store locations, so you can choose where the stock push sends quantities.

Switching on the pushes

Each push is off for each store until someone switches it on, so nothing changes in your store by surprise.

Price: on Settings → Shopify products, press Switch the push on. Zamilo sends each matched product's retail price, with the MSRP as the compare-at price. Queued prices go to the store within five minutes.
Stock: on the same page, choose the store's stock location (the list fills after Match by SKU), then press Switch the stock push on. Zamilo sends its available quantities to that location.
Leads: on Settings → Leads to Shopify, press Switch the push on. A lead becomes a customer on its business's store, tagged "CRM lead", unless a customer with the same email or phone is already there.
Fulfilment is not a switch: on a packed shipment, someone presses Fulfil in Shopify with the carrier and tracking number. Only the packed quantities are fulfilled. This needs the capability Fulfil Shopify and WooCommerce orders from the packing bench, with their tracking number.

Each page lists what is queued, with Send this one to try a single item first and Cancel to drop it.

Unlinking and uninstalling

Unlink on Settings → Integrations stops order syncing and pushes and forgets the store's access. The app stays installed in Shopify, and the store can be linked again.

To uninstall, in your Shopify admin open Settings → Apps, choose Zamilo's menu and Uninstall (see Shopify's guide). Zamilo then disconnects the store at once and shows App removed; installing the app again reconnects it.

Zamilo honours Shopify's privacy requests:

Shop data removal (Shopify sends it 48 hours after an uninstall): Zamilo deletes the store's connection. The orders and customers already in your workspace stay, as your company's own records.
A customer's erasure request: their name, email, phone and address are blanked on that store's orders, leads and customer record. A customer record linked to a complaint, return or service record is kept, and Zamilo adds a task saying which and why.
A customer's data request: Zamilo adds a task for your team to gather what it holds and send it to them.