Shopify to Salesforce Integration: 3 Easy Methods

on Data Integration, ETL, Tutorials • November 23rd, 2021 • Write for Hevo

Are you trying to move your data from Shopify to Salesforce? If yes, then you have landed at the right place. Shopify is an eCommerce platform offered as a service based on a subscription model. Shopify helps customers set up a full-fledged eCommerce store with their landing pages and payment providers through a simple user interface. The completely managed platform minimized the time to market your products by sparing you from the herculean effort of implementing an e-commerce application. Salesforce is a fully managed customer relationship management software. It helps organizations manage their leads, order processing, invoicing, and customer support.

With the gain in popularity of completely managed cloud services, organizations tend to use several such software-as-a-service offerings for their specific purposes. In such architectures, there is a frequent need to load data from one cloud service to another to avoid efforts in duplicating the same information across different services. With Shopify used as the storefront and Salesforce used for invoicing and order processing, moving your data from Shopify to Salesforce is a common requirement. This post is about the steps involved in loading data from Shopify to Salesforce using three different methods.

Table of Contents

Prerequisites

To set up Shopify to Salesforce Integration, you need the following prerequisites:

  • A Shopify account with admin credentials.
  • A Salesforce account with admin credentials.
  • Basic understanding of Rest APIs and SOAP APIs.

Introduction to Shopify

Shopify to Salesforce: Shopify Logo
Image Source

Shopify is an E-Commerce platform that allows individuals and companies to set up their online store without writing code. Many individuals don’t know to code and build an online store and grow their business, Shopify is the ultimate E-Commerce platform to provide all the tools necessary to set up a full-fledged online store. It allows businesses to quickly and easily set up an online store. With over 1 million businesses utilizing the platform in over 100 countries, Shopify has become a household name for all-in-one E-Commerce solutions. 

Shopify supports over 70+ Payment Gateways and Checkouts that are supported in more than 50 Languages. It allows businesses worldwide to expand in other countries without any difficulty. To extend your Shopify Tool functionality, Shopify offers a plethora of Shopify Integrations and Plugins in their Shopify App Store as well. 

Shopify also has an online retail point of sale system (Shopify POS) where merchants can sell their products in person. It is designed for all businesses regardless of their sizes. Shopify provides a set of tools and services such as payment gateways, shipping, marketing, and customer engagement so that users can grow their business easily.

Key Features of Shopify

Shopify is an all-in-one E-Commerce platform that seamlessly lets you set up and manage online stores. It offers many features to help its customers provide an efficient workflow. A few features of Shopify are listed below:

  • Security and Reliability: Shopify comes with SSL (Secure Socket Layer) certificates to encrypt data and have PCI (Payment Card Industry) compliance. This ensures encrypted connection, quick page loads, and a complete hosted solution.
  • Shopify Templates: It comes with visually stunning and well-designed themes and templates. You can easily customize your website and make it user-friendly with features such as Product Filters, Live Search, and Drop-Down Menus.
  • SEO Tools: Shopify provides SEO (Search Engine Optimization) services such as assigning the titles and meta tags to your pages. It also offers a range of plugins like SEO Plugin, SEO Plus, etc., that can help you increase your Sales by reporting issues on your site and fixing them. 

To learn more about Shopify, click here.

Introduction to Salesforce 

Shopify to Salesforce: Salesforce Logo
Image Source

Salesforce is a CRM platform that helps companies organize all their workflows in one place. Users can manage their Marketing, Sales, Finance, Commerce, and all other operation from Salesforce. It has redefined the relationship between businesses and their customers by developing a more meaningful connection between them. With the help of Salesforce, companies can integrate with many other 3rd party tools and services that companies use to accomplish daily tasks. 

Salesforce is the ultimate solution for your business as it provides all the necessary elements for your business on an automation platform with embedded intelligence. You can also generate Sales Forecast Reports with Salesforce to convert your leads. Salesforce also supports Email integration with applications like Microsoft Outlook, Gmail, etc. 

Salesforce follows a subscription-based model and offers a variety of pricing options, ranging from $25 to about $300 per user every month. 

Key Features of Salesforce 

Salesforce allows companies to manage their customers. It comes with many tools and features that satisfy every industry’s needs. A few features of Salesforce are listed below:

  • Contact Management: Salesforce makes it easy to manage contacts objects by giving users access to important client information. It assists users on how to use customer data to have a better understanding of customer behavior.
  • Reporting and Analytics: Salesforce comes with powerful reporting tools and dashboards that help companies seamlessly visualize their data. It allows enterprises to forecast their revenue, Sales, and other key indicators that can help them plan.
  • Accessibility: Salesforce being a Cloud-based software, is accessible from all remote locations if you have a working internet connection. Moreover, Salesforce offers an application for mobile phones thus making it super convenient for the users.

To learn more about Salesforce, click here.

Setting up the Shopify to Salesforce Integration

Moving data from Shopify to Salesforce can be done using the following three methods:

Method 1: Use Shopify Data Export and Salesforce Data Import Wizard

This method uses the wizards built in Shopify and Salesforce to export and import data, respectively. You will be exporting the customer data from Shopify and loading it as contacts in Salesforce.

Method 2: Use Shopify APIs and Salesforce Bulk APIs

Shopify has a set of APIs to aid in exporting data from it. Likewise, Salesforce has an API called Bulk API that helps in loading data from external sources. This approach will combine these APIs to accomplish the Shopify to Salesforce Integration. You will begin with generating an API username and password for your Shopify APIs.

Method 3: Hevo Activate: Move your Data to Salesforce Seamlessly

Hevo Activate provides a hassle-free solution and helps you directly Connect Redshift to HubSpot without any intervention in an effortless manner. Hevo Activate is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Hevo’s pre-built integration with various data sources such as Amazon Redshift, Snowflake, Salesforce, HubSpot, etc., will take full charge of the data transfer process, allowing you to focus on key business activities. It helps transfer data from HubSpot to a destination of your choice for free.

Get Started with Hevo for free

Let’s discuss how you will set up Shopify to Salesforce Integration in detail.

Need for Shopify to Salesforce Integration

Shopify stores E-Commerce data that includes, Sales, orders, customer contact details, inventory, etc. To optimize the workflow and leverage the use of other 3rd arty tools, Machine Leaning the need for Shopify to Salesforce Integration is essential. It allows companies to get a holistic view of all their workflow in one place. Shopify to Salesforce Integration makes it easier for companies with multiple Shopify stores to manage Marketing Campaigns, Finances, customer support, etc.

Shopify to Salesforce Integration handles all the E-Commerce data in Salesforce and also allows users to load it to the Data Warehouses or to another 3rd party tool to tun analysis and generate insights so that store owners could get some competitive advantage.

Understanding the Methods to Connect Shopify to Salesforce

Here are the methods you can use to set up a connection from Shopify to Salesforce in a seamless fashion:

Method 1: Use Shopify Data Export and Salesforce Data Import Wizard

This method uses the wizards built in Shopify and Salesforce to export and import data, respectively. You will be exporting the customer data from Shopify and loading it as contacts in Salesforce. You can use the following steps for exporting data from Shopify:

  1. Login to Shopify admin account and go to the “Customers” tab and click “Export”.
  2. After selecting the customers, select “Plain CSV” as the file format.
  3. Click “Export customers”, and Shopify will give you a CSV file that can be downloaded.
  4. Login to Salesforce and find “Data Import Wizard” from the search menu.
Shopify to Salesforce: Log in Salesforce
  1. In the next screen, select the CSV file created in the first step.
Shopify to Salesforce: Select CSV File

Ensure that you select Match Contact by “Email” in the dropdown.

  1. Next step is mapping the fields of the CSV file to Salesforce Contact object fields. Shopify CSV contains first name, last name, phone and email. These fields can be directly mapped to first name, last name, mobile and email fields. As Shopify does not have Salutation and Title fields, those fields will have to be left blank in Salesforce.
Shopify to Salesforce: Field mapping
  1. Click “Next”, and you will be redirected to the job status screen. Once the job succeeds, you will find your data in Salesforce.

Limitations

As evident from above, this is a very easy method to execute and can be done in a few clicks. But this method is not fit for a production scenario because of the following reasons:

  1. As this method is based on the web user interface, it is difficult to automate it as a complete pipeline.
  2. Salesforce Data Import Wizard cannot be used to import more than 50000 rows. So, you will get into trouble in case of a large number of rows.
  3. This method offers no option for transforming data before exporting it to Salesforce. It is a common requirement in enterprise architectures.

Method 2: Use Shopify APIs and Salesforce Bulk APIs

Shopify has a set of APIs to aid in exporting data from it. Likewise, Salesforce has an API called Bulk API that helps in loading data from external sources. This approach will combine these APIs to accomplish the Shopify to Salesforce Integration. You will begin with generating an API username and password for your Shopify APIs.

  1. Go to the Admin API section in the Shopify Admin console and note the key and password. You will use them in the next steps. 
  2. Use the below CURL command to access the list of customers.
curl --user:password GET https://shop.myshopify.com/admin/api/2020-07/customers.json >> shopify_customer.json 
  1. You will use a command-line JSON processor to format the JSON into a CSV.
cat shopify_customer.json | jq '.customers[] | [.id,.first_name,.last_name,.email,”Mr”,”Title”] | @csv' >> shopify_customers.csv
  1. You will now use the Salesforce Bulk API to load the data. You will start the sequence by creating the configuration file for login. Create a file as below and name it login.txt.
<?xml version="1.0" encoding="utf-8" ?>
<env:Envelope xmlns:xsd="http://www.w3.org/2001/XMLSchema"
	xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
	xmlns:env="http://schemas.xmlsoap.org/soap/envelope/">
<env:Body>
<n1:login xmlns:n1="urn:partner.soap.sforce.com">
<n1:username>salesforce_username</n1:username>
<n1:password>salesforce_password</n1:password>
</n1:login>
</env:Body>
</env:Envelope>
  1. Next step is to log in using the above configuration file.
curl https://login.Salesforce.com/services/Soap/u/47.0 -H "Content-Type: text/xml; charset=UTF-8" -H "SOAPAction: login" -d @login.txt

Remember the session-id obtained from the response of this command for future use.

  1. You will now create the configuration file for initiating the Bulk API.
<?xml version="1.0" encoding="UTF-8"?>
<jobInfo xmlns="http://www.force.com/2009/06/asyncapi/dataload">
<operation>insert</operation>
<object>Contact</object>
<contentType>CSV</contentType>
</jobInfo>

Save the above content as job.txt.

  1. Using the above configuration file, initiate the Bulk API request.
curl https://instance.Salesforce.com/services/async/47.0/job -H "X-SFDC-Session: sessionId" -H "Content-Type: application/xml; charset=UTF-8" -d @job.txt

Note down the job-id that is present in response to this command for future use.

  1. Add a batch to the above job to insert data using the CSV file created in step 3.
curl https://instance.salesforce.com/services/async/47.0/job/jobId/batch -H "X-SFDC-Session: sessionId" -H "Content-Type: text/csv; charset=UTF-8" --data-binary @shopify_customers.csv

You will use the job-id retrieved in earlier steps. In case you need to split the job into multiple batches, you will need to add more batches using the same command with multiple files.

  1. Use the below CURL command to check the status of the job.
curl https://instance.salesforce.com/services/async/47.0/job/jobId/batch -H "X-SFDC-Session: sessionId"

Once the job status reflects as “Completed”, you can check Salesforce for verification.

Limitations

It concludes the second approach to set up Shopify to Salesforce Integration. The key benefit of this approach is that this programmatic approach can be automated if required. Let us look into some of the challenges that a developer might experience while taking this method into production to connect Shopify to Salesforce.

  1. Shopify APIs are paginated. The above approach handles only the first page. Additional logic to handle pagination has to be developed.
  2. Most use cases need transformations before loading data from Shopify to Salesforce. It is not handled in this method.
  3. Logic to schedule a recurring load has to be developed, while managing the sync between the two independent processes of exporting data from Shopify and importing data to Salesforce.
  4. Salesforce Bulk APIs can not handle duplicates. It has to be handled at the application level.

Method 3: Hevo Activate: Move your Data to Salesforce Seamlessly

Shopify to Salesforce: Hevo Logo
Image Source

Hevo Activate is a cloud-based ETL that can move data across various cloud-based sources and destinations in a matter of a few clicks. Hevo can transform data on the fly and schedule recurring executions. Hevo Activate lets you send data directly to your SaaS applications or CRMs such as Salesforce(Data Source Available for Free in Hevo) from your data sources or warehouse including Shopify (free source of Hevo).

Hevo Activate takes care of all your data preprocessing needs and lets you focus on key business activities, and draw a much powerful insight on how to generate more leads, retain customers, and take your business to new heights of profitability. It provides a consistent & reliable solution to manage data in real-time and always have analysis-ready data in your desired destination.

Sign up here for a 14-day Free Trial!

Let’s discuss some unbeatable features of Hevo Activate:

  1. Simple: Hevo Activate offers a simple and intuitive user interface. It has a minimal learning curve.
  2. Real-Time: Hevo Activate provides real-time data migration. So, your data is always ready for analysis.
  3. Secure: Hevo Activate provides end-to-end encryption and two-factor authentication.
  4. Fully Automated: Hevo Activate can be set up in a few minutes and requires zero maintenance.
  5. Scalability: Hevo Activate is built to handle millions of records per minute without any latency.
  6. Live Support: Hevo Activate team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.

Benefits of Shopify to Salesforce Integration

A few benefits of using Shopify to Salesforce Integration are listed below:

  • Shopify to Salesforce enables companies to synchronize customer details, orders, products, categories, and other details in real-time.
  • The customer’s details from Shopify can be used by Salesforce for E-Mail Marketing and gathering more information via sending surveys.
  • E-Commerce data is of great use. Companies can run Analytics on E-Commerce data from Shopify to Salesforce.
  • Shopify to Salesforce Integration offers efficient customer support for any queries or complaints regarding products. The requests can be easily transferred to Salesforce and managed there.

Conclusion

In this blog, you have learned how to build the Shopify to Salesforce Integration in three different ways. You also learned about the various challenges that you will face while using these methods. But, if you want to automate the process of connecting Shopify (one of Hevo’s free sources) to Salesforce for free, you can use Hevo Activate. It lets you send data directly to your applications from your data sources or warehouse at a reasonable price.

Visit our Website to Explore Hevo

Give Hevo Activate a try by Sign Up for a 14-day free trial today.

Share your experience of connecting Shopify to Salesforce in the comment section below.

Sync Shopify to Salesforce seamlessly