This guide walks you through setting up order tracking with Shopify. It details how to create a Shopify app, retrieve your API credentials, and install the iAdvize plugin that enables your AI Shopping Assistant to automatically respond to customer order tracking requests.

Using this plugin is subject to certain conditions. Contact your usual iAdvize contact for more information before proceeding with installation.

Context and how it works

Shopify - order tracking is a solution that enables the iAdvize Assistant to provide visitors with accurate information about their orders and shipments. When a customer requests details about a specific order, the Assistant asks for the order number and/or email to retrieve the corresponding information.

If the order is found, the plugin retrieves its status (still in preparation or already shipped) and provides details about each associated package. It can also detect if an issue has been identified with the order or one of its packages, offering better visibility to the customer.

To function, this plugin queries your Shopify store's API to retrieve order information and display it during the conversation.

Creating a Shopify app

When you begin installing the "Shopify - order tracking" plugin, iAdvize will ask you to provide the following information:

A Client ID
A Secret
A Store name

Here are the instructions to retrieve this information.

Retrieving the Client ID and Secret

First, go to your Shopify admin.
Select the Shopify store (top right of the interface) for which you want to set up a "WISMO" (Where Is My Order) use case.
Click on the icon to access the Dev Dashboard

Once in your Dev Dashboard interface, make sure you're on the correct Shopify store (top right), then click "Create app"

Name your new app, for example "iAdvize WISMO - Order tracking", then click "Create"

Once the app is created, you need to assign access scopes corresponding to the resources iAdvize must access to retrieve order information.
Click "Select scopes" from your interface.

Use the search engine to search for the keyword "orders", then check the read_draft_orders and read_orders scopes.
Click Done.

Then, click the "Release" button to finalize creating your application.

Shopify will prompt you to name and describe your version (suggested at each app update), but this is optional.

Click "Release" again.

Before installing the app, go to your app settings to retrieve the Client ID and Secret (starts with shpss_xxx) that will be needed to install the WISMO Shopify plugin from the iAdvize marketplace. To view the Secret, click the eye icon.
Copy this information — you'll need it to install the "Shopify - order tracking" plugin in iAdvize admin

You now need to install your newly created app on your store.

Click on your app name in the left menu, then click "Install app"

Shopify redirects you to a new tab and prompts you to select the store on which to install the app:

You'll then see this screen.

Click "Install" to finalize the installation

Once installation is complete, this screen displays:

At the end of this step, you should be able to provide the Client ID and Secret of your application to iAdvize.

Retrieving the Store name

From your Shopify interface:

Select the correct store (top right, if not already done)
Click "Settings" in the left menu

The Store name corresponds to the myshopify.com subdomain used by your store.

In our example, it's "cooktoys-kle-v2"

Installing the Shopify - order tracking plugin

You've now retrieved your Client ID, Secret, and Store Name. You can now install the Shopify - order tracking plugin.

Go to the iAdvize app marketplace using the menu: Settings > Integrations > Apps.

Access the Shopify - order tracking app
Click "Discover" to begin installing the app.
In the "Authentication" section, enter the information retrieved previously, then click "Next" until installation is complete.

Once this step is complete, contact your Customer Success Manager to continue deploying the use case.