Integrations
Connect Shopify
Link Shopify to surface order and customer context directly in support workflows.
Samdesk execution pattern
Use this checklist for consistent case execution:
- Define owner and expected outcome before taking action.
- Work in fixed sequence: triage -> action -> validation -> follow-up.
- Log key decisions briefly so handoffs and escalations stay clean.
Steps
- Open
Integrationsand clickAdd Integration. - Choose Shopify and enter store credentials.
- Save and run
Sync Recent. - Validate status and error fields.
After setup
- Run
Import All Orderswhen historical context is needed. - Monitor sync health daily during week one.
