Connect Shopify With Help Scout: View Order Info in the Sidebar

Shopify provides your business with everything needed to start selling online. You have full control over the design of your store, can accept secure payments for your business, and have access to 24/7 support by phone, chat or email.

When you install the Shopify app for Help Scout, you'll be able to import customer contact information (email address and physical address), view key metrics (lifetime value, annual value and average order value) and display up to 10 of your customer's most recent orders right in the customer sidebar. You can also access order details or the customer's Shopify profile in a single click. Check out the snapshot below to see how it'll look in your account:

Activation Instructions

1
Log in to your Shopify account and take note of your shop address. Your shop address is the text before myshopify.com in your browser address bar. For example, if the admin page is  https://jg-clothing.myshopify.com/admin, then the shop address is jg-clothing .

2
In Help Scout, head over to Manage > Apps > Shopify to drop in your shop address and select which mailboxes you'd like to connect to Shopify. Then, click the Connect to Shopify button.

3

Log in to your Shopify account again if you're prompted to do so, and then click Install app.

4

You can also add multiple accounts if you have other Shopify shops you'd like to integrate into Help Scout. Click New Account to link the new shop, and follow steps #1-3. You'll be able to label each shop to easily distinguish them within Help Scout after you've saved the settings. Within the app settings view, they will appear stacked.

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