Shopify Integration Guide

Complete guide for integrating Shopify with Forter Agentic Orchestration.

This guide is specifically for merchants using Shopify. For other platforms, see SFCC IntegrationSFCC Integration or Custom IntegrationCustom Integration.

How It Works

With Shopify integration, Forter:

Pulls your product catalog via Shopify Admin API

Generates and maintains the AI-optimized feed automatically

Creates orders directly in your Shopify store via Admin API Draft Orders

You provide: Shopify Admin API Access Token You implement: Nothing - Forter handles everything

Prerequisites

Before starting, ensure you have:

Shopify Store — Any Shopify plan (Basic, Shopify, Advanced, Plus)

Admin Access — Ability to create custom apps or install private apps

Forter Account — Contact your Forter representative to enable Agentic Orchestration

Tax Settings — Tax collection configured in Shopify

Step 1: Create Shopify Admin API Access Token

You'll need to create a custom app in Shopify to get an Admin API access token.

A. Create Custom App

Navigate to: Settings > Apps and sales channels

Click Develop apps

If prompted, click Allow custom app development

Click Create an app

Enter app details:

App name: Forter Agentic Commerce
App developer: [Your email]

Click Create app

B. Configure API Scopes

Click Configure Admin API scopes

Select the following scopes:

Products (Read):

☑ read_products
☑ read_product_listings
☑ read_inventory

Orders (Read & Write):

☑ read_orders
☑ write_orders
☑ read_draft_orders
☑ write_draft_orders

Customers (Read & Write - optional, for customer lookup):

☑ read_customers
☑ write_customers

Locations (Read - for inventory):

☑ read_locations

Click Save

C. Install App and Get Access Token

Click Install app in the top right

Click Install to confirm

You'll see the Admin API access token

IMPORTANT: Click Reveal token once and copy it immediately - it's only shown once!

Example token format: shpat_1234567890abcdef1234567890abcdef

Store this token securely - you'll need it for the Forter Portal

D. Test Your Access Token

Test with curl to ensure it works:

# Test product access
curl -X GET "https://your-store.myshopify.com/admin/api/2024-01/products.json?limit=10" \
  -H "X-Shopify-Access-Token: YOUR_ACCESS_TOKEN"

# Test draft order creation (dry run)
curl -X POST "https://your-store.myshopify.com/admin/api/2024-01/draft_orders.json" \
  -H "X-Shopify-Access-Token: YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "draft_order": {
      "line_items": [
        {
          "variant_id": 123456789,
          "quantity": 1
        }
      ]
    }
  }'

If successful, you'll receive product/order data.

Step 2: Configure in Forter Portal

A. Basic Store Information

Field	Description	Example
Store Title	Your store name	"My Shopify Store"
Store URL	Your storefront URL	"https://mycustomstore.com"
Logo URL	URL to your logo	"https://cdn.shopify.com/.../ logo.png"
Currency	Primary currency	"USD"
Origin Country	Shipping origin	"US"
Origin Region	State/region	"CA"

B. Shopify Platform Configuration

Field	Description	Example
Platform	Select platform type	"shopify"
Shop Domain	Your myshopify.com domain	"mycustomstore.myshopify.com"
Admin API Access Token	From Step 1C	"shpat_..." (encrypted)
API Version	Shopify API version	"2024-01" (or latest stable)

Note: Use your .myshopify.com domain, not your custom domain.

C. Store Policies

Field	Description
Terms of Service URL	Link to your terms
Privacy Policy URL	Link to your privacy policy
Return Policy URL	Link to your return policy
Return Window (Days)	Days allowed for returns (e.g., 30)

D. Tax Configuration

Important: Shopify handles tax calculation automatically based on your Shopify tax settings.

Field	Description	Example
Tax Nexus Regions	US states where you collect sales tax	["CA", "NY", "TX"]

Forter will use Shopify's tax engine for all orders, respecting your configured tax rules.

E. Order Management

Field	Description	Example
Order Status URL Template	URL for order tracking	"https://mycustomstore.com/orders/{order_id}"

The {order_id} placeholder will be replaced with the Shopify order number.

Step 3: Payment & Fraud Settings (Optional)

By default, you handle payment validation and authorization on your Shopify store. This section is only needed if you want Forter to handle fraud detection and payments.

Option A: Merchant-Side Validation/Authorization (Default)

What happens:

Forter creates draft orders in Shopify with payment references

Shopify processes payments through your existing payment gateway

Shopify handles fraud checks through your existing Shopify settings

Configuration: No additional setup needed - this is the default behavior.

Settings in Portal:

Enable Forter Validation: false (default)
Enable Forter Authorization: false (default)
Enable Forter Capture: false (default)

Option B: Forter-Side Validation/Authorization (Optional)

What happens:

Forter validates orders for fraud before creating them in Shopify

Forter authorizes/captures payments via Forter Payment Orchestration

Orders are created in Shopify with completed payment status

Configuration Required:

Contact your Forter representative to obtain:

Field	Description
Validation API Key	Forter fraud detection credentials
Payment API Key	Forter payment orchestration credentials

Settings in Portal:

Enable Forter Validation: true
Enable Forter Authorization: true
Enable Forter Capture: true (or false for manual capture)

Step 4: Catalog Sync & Testing

A. Initiate First Sync

After configuring Shopify credentials in the portal:

Forter automatically tests the Admin API connection

Initial catalog sync begins (pulls all products via Admin API)

Products are normalized to AI-optimized format

Feed is distributed to AI platforms

Processing Time:

< 10,000 products: Minutes

10,000 - 100,000 products: Under an hour

> 100,000 products: A few hours

B. Verify Catalog

Check that products were synced by updating inventory for a test product:

curl -X POST \
  https://{site_id}.agentic.checkouttools.com/v1/inventory \
  -H "Authorization: Bearer YOUR_FORTER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "id": "gid://shopify/ProductVariant/12345678",
    "quantity": 100
  }'

If the product exists, you'll receive:

{
  "success": true,
  "updated": 1,
  "results": [{ "success": true, "id": "gid://shopify/ProductVariant/12345678" }]
}

C. Test Checkout Flow

Test end-to-end checkout in the test environment:

1. Create a checkout session:

curl -X POST \
  https://{site_id}.agentic.checkouttools.com/checkout_sessions \
  -H "Authorization: Bearer sk_test_YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: test-001" \
  -d '{
    "items": [{ "id": "gid://shopify/ProductVariant/12345678", "quantity": 1 }],
    "buyer": {
      "first_name": "Test",
      "email": "[email protected]"
    }
  }'

2. Add shipping and complete order:

curl -X POST \
  https://{site_id}.agentic.checkouttools.com/checkout_sessions/{session_id}/complete \
  -H "Authorization: Bearer sk_test_YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "fulfillment_address": {
      "name": "Test User",
      "line_one": "123 Test St",
      "city": "San Francisco",
      "state": "CA",
      "postal_code": "94102",
      "country": "US"
    },
    "payment_data": {
      "token": "tok_test_visa_4242",
      "provider": "test"
    }
  }'

3. Verify order in Shopify Admin

The order should appear in: Shopify Admin > Orders

Step 5: Go Live

Production Checklist

Replace test access token with production access token (if different)

Verify production catalog sync completes successfully

Test at least one production order end-to-end

Configure monitoring and alerting

Enable AI platform distribution (OpenAI, Google, etc.)

Monitoring

Use the Forter Portal to monitor:

Catalog Health — Product count, sync status, errors

Order Volume — Checkout sessions, completions, failures

Shopify API Usage — API call volume, rate limits

Error Rates — Failed checkouts, Shopify API errors

Troubleshooting

"Invalid access token"

Solution:

Verify token starts with shpat_

Check token hasn't been revoked in Shopify Admin

Ensure no extra spaces when copying token

Regenerate token if necessary (Settings > Apps > Custom apps > [Your app])

"Insufficient permissions"

Solution:

Check app scopes include read_products, write_draft_orders, etc.

Reinstall the app after adding scopes

Wait a few minutes for permissions to propagate

Products not syncing

Solution:

Test product endpoint with curl

Check Shopify rate limits (2 requests/second for REST Admin API)

Verify products are published and active

Review Forter Portal logs for sync errors

Orders not appearing in Shopify

Solution:

Verify draft order creation permissions

Check Shopify Admin for draft orders (may not be auto-completed)

Review Forter Portal logs for Shopify API errors

Confirm shop domain is correct (use .myshopify.com)

Shopify-Specific Considerations

Rate Limits

Shopify Admin API has rate limits:

REST API: 2 requests per second (burst up to 40)

GraphQL API: Cost-based (1000 points per second)

Forter automatically handles rate limiting with exponential backoff.

Product Variants

Shopify treats variants as separate items. Forter:

Syncs all variants as individual products

Uses Shopify's GraphQL ID format: gid://shopify/ProductVariant/12345678

Maintains parent product relationships

Inventory Tracking

Forter syncs inventory from all Shopify locations. If using multiple locations:

Specify primary fulfillment location in Forter Portal

Or use Shopify's default inventory policy

Draft Orders vs Orders

Forter creates draft orders which can be:

Auto-completed (if payment is pre-authorized)

Manually reviewed and completed by you

Converted to regular orders via Shopify's workflow

Quick Reference

Required API Scopes

read_products
read_product_listings
read_inventory
read_orders
write_orders
read_draft_orders
write_draft_orders
read_locations
read_customers (optional)
write_customers (optional)

API Endpoints Used

GET /admin/api/2024-01/products.json
GET /admin/api/2024-01/product_listings.json
POST /admin/api/2024-01/draft_orders.json
PUT /admin/api/2024-01/draft_orders/{id}/complete.json

Next Steps

Catalog & InventoryCatalog & Inventory — Product data synchronization details

Checkout & PaymentsCheckout & Payments — Payment processing and order management

FAQFAQ — Common questions

Support

For Shopify-specific integration questions, contact your Forter representative or email [email protected].