Shopify

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ENABLING THE CELLARPASS + SHOPIFY INTEGRATION
The integration with Shopify is not a standard feature of CellarPass, therefore you must place a request to have the service enabled. To do so, create a support ticket. We will update your ticket with next steps and final approval.

CONNECTING CELLARPASS TO SHOPIFY
Once our team has enabled the Shopify connection, you must provide some credentials allowing the CellarPass platform to connect to your Shopify store. There are two steps for completing this process which a) entails retrieving the security information from within Shopify store to then b) take that information and enter into your CellarPass admin panel.

NOTE: You must have Admin-level access to your Shopify and CellarPass accounts to complete the following steps.

1. Follow the steps outlined in this article that covers generating the store credentials.
2. Be sure to check all the permissions boxes related to this API access request.
3. Save the changes will generate the Shopify API credentials.
4. Copy this information into a Word doc or some other text file for easy access later.
5. Log into the CellarPass admin panel by going to https://www.cellarpass.com/manage
6. Click Business from the left-hand main menu.
7. From the Settings submenu, select Apps & Integrations.
8. Scroll down until you locate the Third Party Settings section.
9. Within this section, you will find the Shopify section.
10. Click this section to expand to expose the API credential details.
11. Take the information from Step 4 above and copy them into the appropriate fields in CellarPass:
12. Private App Publish Key
13. Private App Password
14. Private App Secret Key
15. Private App Store Name
16. Once you have entered all the information into the four fields, click the Save button located at the top of the page.

NOTE We do not recommend rekeying the API Credentials manually. You should copy and paste it to make sure it's entered exactly as it's stored in Shopify.

TESTING THE CONNECTION FROM CELLARPASS TO SHOPIFY
Once you have entered the API credentials, the next step is to verify the connection is operational and responding.

1. Log into the CellarPass admin panel by going to https://www.cellarpass.com/manage
2. Click Business from the left-hand main menu.
3. From the Settings submenu, select Apps & Integrations.
4. Scroll down until you locate the Third Party Settings section.
5. Within this section, you will find the Shopify section.
6. Click this section to expand to expose the API credential details.
7. Locate the Test Login button and click it.
8. You should receive a success message below or to the right of the button. If you do not, then you will need to review the section above as Shopify is rejecting the API credentials you provided to CellarPass. Confirm the information in Shopify and be sure it's copied correctly, we do not recommend rekeying this information in, you should copy and paste it to make sure it's entered exactly as it's stored in Shopify.
9. If you continue to encounter errors, create a support ticket.

USING THE CELLARPASS CONNECTION
There's several other areas, but those are done in code directly to and from Shopify. We'll cover the major sections here.

LOOKING UP GUESTS WHEN BOOKING RESERVATIONS
One of the biggest benefits of connecting CellarPass to your Shopify store is the ability to look up customers stored in Shopify within CellarPass, particularly when booking a reservation via the CellarPass admin panel, the CellarPass TablePro or the CellarPass Guest Link apps.

1. Follow the normal steps to starting a reservation within the admin panel (or TablePro and Guest Link Pro apps).
2. When entering the guest's information, click the Match button.
3. Doing so will display a Customer Search function. This will allow you to locate a customer stored in your Shopify database either by Last Name or Email Address.
4. Once you have entered your search criteria, click the Search button.
5. The system will then provide a list of matches. Click the checkbox to the left of the guest's name and click Select button. Doing so will retrieve the guest's contact information and complete the following fields (if available): First Name, Last Name, Phone, Email Address and Zip Code. It will also display any applicable Customer Type tags assigned to the customer record.
6. Complete the reservation per the standard operation procedures.

ADDING NEW GUESTS TO SHOPIFY WHEN BOOKING RESERVATIONS
One of the biggest benefits of connecting CellarPass to your Shopify store is the ability to look up customers stored in Shopify within CellarPass, particularly when booking a reservation via the CellarPass admin panel, CellarPass website, CellarPass booking engine (widget), the CellarPass TablePro or the CellarPass Guest Link apps. When a guest is booked, CellarPass will automatically connect to your Shopify store to check to see if this customer already exists or not. If the email address used to book the reservation is not located in your Shopify store, CellarPass will request Shopify to add the customer record.

This will include the guest's First Name, Last Name, Phone, Email Address and Zip Code.

AUTOMATING DISCOUNTS FOR SHOPIFY CUSTOMERS
CellarPass can be setup to automatically discount your Shopify customers based on Customer Tags assigned to their individual customer record. To learn more about this feature, read this article.

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For further assistance with troubleshooting your connection, we recommend the following steps:

1. In the CellarPass admin panel, go to "Business" from the left-hand main menu.

2. Select "Apps & Integrations"

3. Scroll down to the Shopify section. Click the section to expand it if it's not already expanded.

4. Click the "Test Login" button.

5. If this fails, then there are two possible solutions; The app service credentials are not correct or your webservice, which we recommend checking the two values (username and password) and entering them again. Or your webservice account is NOT active with VinSuite. We recommend contacting VinSuite for assistance.

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