> ## Documentation Index
> Fetch the complete documentation index at: https://docs.linkiasoft.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Shopify

> Confirm cash-on-delivery orders on WhatsApp, send shipping updates and see every Shopify order in the inbox.

Connect a Shopify store and its orders, customers and products come into LinkiaSoft. New
cash-on-delivery orders can be confirmed on WhatsApp, shipped orders get tracking updates, and
the inbox shows each customer's orders next to the chat.

Everything Shopify-specific is set up on one page: **Integrations → Shopify**.

> [!NOTE]
>
> Shopify is being rolled out gradually. If the card says it is not enabled for your workspace,
> contact support to join the pilot.

## Ways to connect

| Option | When to use it | What you get |
| - | - | - |
| **App Store** | Once the LinkiaSoft app is listed on the Shopify App Store — install it from the listing, then come back to finish | Everything |
| **Custom app** | Until then — LinkiaSoft creates a private app for your store | Everything |
| **Admin token** | Older admin-created apps | Orders, flows and the inbox panel — **no** embedded page, chat widget or thank-you button (Shopify does not allow them for this kind of app) |

Stores connected with a custom app move to the App Store app later without losing anything.

## Connecting with a custom app

**1. Get the client ID and secret from LinkiaSoft**

Our team creates the custom app for your store and sends you its **Client ID** and
**Client secret**.

**2. Enter them**

**Integrations → Shopify → Connect a store → Custom app.** Enter your permanent
`.myshopify.com` address (Shopify admin → Settings → Domains), the client ID and the
secret, then **Save and install**.

**3. Approve the app in Shopify**

A Shopify tab opens. Approve the permissions and you come back here connected.

With an **admin token** instead, paste the store address, the **Admin API access token** and
the **API secret key** (Shopify signs that app's notifications with it) and press **Connect**.

## The setup checklist

The **Setup** tab walks you through the rest, and picks up where you left off:

1. **Connect the store**
2. **Pick the WhatsApp number** — only official WhatsApp (Cloud API) numbers. A QR-linked number
   can be banned, which would stop every confirmation.
3. **Choose the message language** — Arabic or English.
4. **Turn on COD confirmation**
5. **Send a test confirmation** to your own WhatsApp — no Shopify order is created.
6. **Add the chat widget to your store** — opens the theme editor with the LinkiaSoft chat
   embed selected; switch it on and save.
7. **Import order history** — runs by itself: customers, products and the last 60 days of
   orders.

Below the checklist, **Order history and sync** shows the import and the nightly check that
catches anything Shopify failed to tell us.

### "Protected customer data: Shopify is withholding …"

Shopify hides buyers' phone, name, email and address from apps that have not been granted
protected customer data access. Orders still arrive, but a confirmation that needs the phone is
skipped. The line disappears with the next order once access is granted.

## Ready-made flows

The **Flows** tab switches these on — each one is a normal automation you can open and edit in
the builder:

| Flow | What it does |
| - | - |
| **COD confirmation** | New cash-on-delivery order → WhatsApp with **Confirm / Cancel / Talk to us**, a reminder after 3 hours, and the order tagged confirmed, cancelled-by-customer or no-answer |
| **Shipping updates** | Shipped, out for delivery, delivered and failed delivery → WhatsApp with the tracking link |
| **Abandoned checkout** | One reminder with the cart and its checkout link, only to customers who accepted marketing |

A flow shows **Waiting for WhatsApp approval** until Meta approves its message template, then
**Live**.

**Offer a product after confirmation** (Settings tab, off by default): once a customer confirms,
the COD flow offers the product most often bought with their order. If they tap **Add it**, it is
added to the same order — only while it is unshipped and the item is in stock, and never past the
store's limit for automatic actions — and they get the new total.

## Thank-you page button

On the order confirmation page your buyer sees **Confirm your order on WhatsApp**. It opens a
chat with your number, prefilled with *Confirm order #1042*. When that message arrives from the
buyer's own number, the order is marked confirmed and linked to the chat — and a COD
confirmation flow that was waiting for an answer takes its Confirm branch.

The block also has an opt-in for WhatsApp order updates; the buyer's choice is saved on their
customer record and shows on the order in Shopify as the tag `whatsapp-updates`.

Add it in Shopify: **Settings → Checkout → Customize**, choose the **Thank you** page and add
the LinkiaSoft block. Set your WhatsApp number in the block's settings.

## In Shopify admin

* **Order page block:** add the *Linkiasoft* block to the order page (order → **⋯** → add app block).
  It shows the confirmation status, the last message, the last call, and **Open in Linkiasoft**
  for the conversation.
* **Bulk action:** select orders in the orders list → **More actions → Linkiasoft**:

  * **Send confirmation** runs the COD confirmation flow for orders that never got one.
  * **Re-send confirmation** runs it again for orders with no answer or that needed a call.
  * **Ask the team to call** tags the orders `call-requested` and marks them *needs a call*.

  Up to 50 orders at a time. Orders that can't take the action (cancelled, already confirmed,
  no valid phone, still waiting for an answer) are listed back as skipped. COD confirmation must
  be on for the first two.

Stores connected with an admin token don't get these (Shopify allows no extensions there).

## In the inbox

The customer panel lists the customer's orders with their status, items, confirmation and
tracking. From there your team can add tags or a note, cancel an order (within the store's
limits and the agent's permissions), or link an order to the chat by its number.

## Automation triggers and blocks

Store triggers (*Order is placed in your store*, *Order status changes*, *Order is cancelled*,
*Order is shipped*, *Delivery status changes*, *Checkout is abandoned*, *New store customer*)
and blocks (*Tag store order*, *Remove order tag*, *Add order note*, *Cancel store order*,
*Set confirmation status*) work in any flow. See [Triggers and blocks](https://docs.linkiasoft.com/help/automation/triggers-and-actions.md).

**Limits for automatic actions** (Settings tab) bound what flows and the AI may do — for
example how many orders they may cancel per hour.

## Reports

**Analytics → Store → COD Confirmation Funnel** shows cash-on-delivery orders by day, from
confirmation sent to confirmed, cancelled and no answer.

## Disconnecting

Store flows stop immediately. The store's synced Shopify data is deleted after 48 hours;
contacts and conversations stay. Uninstalling the app in Shopify does the same. Reinstalling
within 48 hours keeps everything.


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