Integrations
Shopify, WooCommerce, and tracking sync
Bring storefront and shipment context into support conversations.
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.
Integration flow
- Add a store integration.
- Validate credentials and domain.
- Run
Sync Recentand optionallyImport All Orders. - Run tracking sync when provider credentials are set.
Operational checks
last_sync_statusshould be healthy.last_sync_summaryshould show fetched/new/updated values.- Agents should see order context in conversation view.
