Using the Shopify Integration in the Inbox

Accessing Shopify Data in the Inbox

After you have successfully connected your Shopify store, you can manage customer data directly from the Zaapi inbox.

1. Navigate to the Inbox – Select any conversation with a customer.

2. Open the Shopify Panel – On the customer information panel on the right-hand side, click on the Shopify logo. This will open the Shopify data view for that contact if a Shopify store is linked to that messaging channel.

Linking a Contact to a Shopify Customer

When you open the Shopify panel, it will either be empty or already contain a linked customer profile.

Automatic Linking

Zaapi will automatically link a contact if their phone number or email address in Zaapi matches an existing customer profile in your Shopify store. You will see their full profile pre-loaded, as shown below.

• If you ever need to disconnect them, you can click the Unlink icon (🔗) to remove the association.

Manual Linking & Creating Customers

If no automatic match is found, the panel will show "No Shopify data linked." You have two options:

• Link an existing customer: Use the Search customers bar to find a profile in Shopify by their name, order ID, email, or phone number. Once found, click to link them to the Zaapi contact.

• Create a new customer: If the contact is not yet in your Shopify store, you can create a new customer profile for them directly from Zaapi.

Information at Your Fingertips

Once a contact is linked, you get a complete 360-degree view of their information from Shopify.

• Shopify Customer Data: View their full name, email, phone number, and address. You can also click View in Shopify to open their profile directly.

• Shopify Customer Insights: Instantly see key metrics like their total Amount Spent, number of Orders, and how long they've been a customer.

• Live Order History: Scroll through all their past and current orders, including the Order ID, Payment Status, and Fulfillment Status.

Share Products Directly in Chat

Under the "Shopify E-commerce Data" section, you can access your product catalog to assist customers more efficiently.

• Search Products: Quickly find any item from your connected Shopify store.

• View Live Inventory: The current Stock level for each product is displayed.

• Share with Customers: Click the Send button next to any product to instantly share a link with the customer in the chat.