Shopify Integration Guide

complete guide for integrating shopify with forter agentic orchestration this guide is specifically for merchants using shopify for other platforms, see docid\ c1idaysukjibep7qk oh or docid vqiw7gafurh6uqnfgp9v 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 log in to your shopify admin 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 log in to the forter portal and navigate to integrations > shopify 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" "test\@example com" } }' 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 docid 6rphy3nxucxydo2hqs4uz — product data synchronization details docid\ km96iibvro23zb4davure — payment processing and order management docid\ g4axxwobilsi4gmhzdnuq — common questions support for shopify specific integration questions, contact your forter representative or email mailto\ support\@forter com