Connect Shopify With Help Scout to View, Cancel and Refund Orders 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.
Install the Shopify app for Help Scout and 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), view full order details (including products and discounts) and refund or cancel 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.
- Head to Manage > Apps > Shopify in Help Scout. Click Install from Shopify in the left sidebar.
- Click Add app from the Shopify app store page you land on.
Choose or add the Shopify account you want to connect, then click Install app.
Choose the Help Scout Inboxes where you'd like to see the Shopify sidebar appear in conversations.
NEW To access the refund and cancel options an Admin must re-authorize the Shopify connection.
- In a Conversation, click Re-authorize in the right sidebar.
- Click Update app from the Shopify app page you land on.
Click Back to Help Scout.