Set up an OAuth 2.0 connection to Shopify in Shopify - NetSuite integration app

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13 comments

  • David Gollom Strategic Partner
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    Celigo University Level 4: Legendary
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    I've messed this up a few times and the instructions need to be a little clearer when installing a new connection.

    Can you make it clear at the top of the help that if you are installing the integration app for the first time you MUST only choose the Use existing connection.  It seems optional and if I've never connected this store it makes no sense to chose Use Existing.  Put that in bold. 

    Also - Step 3 below is unintuitive.  You have to choose and existing connection to create a new one? Confusin.  Can you name that connection in step 3 differently?  replace yourstorename with selecttomakenewconnection or something.  

    1. Select Use existing connection.
    2. From the IO integration name dropdown, select Shopify - NetSuite
    3. From the Connection dropdown, select Shopify Connection - Offline | yourstorename.
    4. Click Save & authorize. The Install integration: Shopify NetSuite page appears.
    5. Click Configure. The Set up connection page appears.
    6. Click Save & authorize.
    1
  • Saikumar Rachamalla Docs Team Lead Principal Technical Writer

    Thanks, David Gollom. We have considered your first suggestion and updated the help doc. Regarding the second suggestion, we are in discussions with the product team, we will get back to you once we make the decision. Thanks for the valuable feedback! 

    1
  • David Gollom Strategic Partner
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    Thank for taking my suggestion.   I think that'll help others who may have previously worked in IO and are used to how things usually function.  

    0
  • Jolyon Blazey
    Celigo University Level 2: Seasoned

    The wizard steps for the IA to set up the shopify connection seems to be buggy, confusing UX, and can leave you blocked, in a loop that goes nowhere. However, It is possible to complete this successfully, I don’t have exact steps, even though i have done it 3 times. (Chrome on mac)

    The problem is between steps 6 and 7, and there is a step in between where it asks you for a new or existing connection.

    Create a new OAuth 2.0 connection first. Then use that connection as an existing connection. Neither of these steps work. Then try again but select the connection that has a generic name like shopifystore or Shopify Connection or something that does not bear relation to the connections you set up previously. For some reason it then pulled in the credentials from the real connections i created, and shows a new screen in step 7 of the Celigo document link above. If this does not work, keep trying different things, especially if the options seem to make no sense, this was how i resolved it the first time.

    Can i please suggest to Celigo that you look closely at this painful bug.

    0
  • Saikumar Rachamalla Docs Team Lead Principal Technical Writer

    Jolyon Blazey thanks for sharing the feedback. We apologize for the confusion caused, we are in discussion with our product managers to enhance the documentation. We would like to mention that in the Important Notes at the top, it says to choose an existing connection when installing the integration app for the first time. 

    • If you are installing the integration app for the first time you MUST ONLY choose the option Use existing connection.
    • If you want to create a new connection on the integration app that is already installed, choose Set up new connection.

    We understand that having the Set up new connection information in this article is creating confusion, we will remove this information from this article and create another article. Also, we will work on other improvements to simplify this article. 

    Thanks again!

    0
  • Jolyon Blazey
    Celigo University Level 2: Seasoned

    Thanks so much for clarifying these steps, i will add links in our documentation.

    0
  • Mina Banoub Strategic Partner
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    Celigo University Level 4: Legendary

    The 'view instructions' link when setting up a new Shopify - NetSuite Tile sends you to a different page. Clicking the link from the quick config takes you to: https://docs.celigo.com/hc/en-us/articles/360038755451 instead of this page.

    The page it links out to does not make it clear when 'existing connection' vs 'new connection' should be used like this page clarifies. We have had at least two cases of clients getting confused by this and hitting errors. Can the link be updated to hit this page instead?

     

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  • Saikumar Rachamalla Docs Team Lead Principal Technical Writer

    Mina Banoub Firstly, thanks for sharing this suggestion with us. We want to inform you that for other users who are not using the integration app and would wish to connect to Shopify, changing the link will direct those users to the integration app document and this might confuse them so we have added a note at the top of this Set up an OAuth 2.0 connection to Shopify document for the integration app users. The note has the doc link that is specific to the integration app. Please see the image below. Let us know if this is fine. 



    Thanks for posting! 

    0
  • Mina Banoub Strategic Partner
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    Celigo University Level 4: Legendary

    Saikumar Rachamalla, thank you for the quick reply on this one. I think that is a great update to the other documentation that will help to clear up the discrepancy.

    Ideally, there would be a separate view instructions link in the UI (one for stating for IA and one for standard connection) to ensure the right document is selected directly from the setup. However, this is a step to help make that difference clear as well. 

    Best, Mina

    0
  • Saikumar Rachamalla Docs Team Lead Principal Technical Writer

    Mina Banoub

    Sure, I will work with our product managers to get this done. Thanks!

    0
  • Sujit Desai

    Saikumar Rachamalla

    When we are trying to establish a NEW (OR existing as well) Shopify Connection for the IA, will the store name in the locked fields always be yourstorename?
    Do we ever have to supply the actual store name while setting up Shopify Connection for IA.
    Additionally, does it strictly have to be Celigo Account Owner who should be creating this Connection in Celigo (and logged into Shopify)?  

    0
  • Saikumar Rachamalla Docs Team Lead Principal Technical Writer

    Sujit Desai please see our responses below


    Q1: When we are trying to establish a NEW (OR existing as well) Shopify Connection for the IA, will the store name in the locked fields always be yourstorename?
    A: Yes, it will always be yourstorename until you successfully create a connection The store name will get updated depending on the store to which the Shopify connection is created after the successful creation of the connection.

    Q2: Do we ever have to supply the actual store name while setting up Shopify Connection for IA.
    A: No, as the store name is picked depending on the store the user logs into at the time of connection creation.

    Q3: Additionally, does it strictly have to be Celigo Account Owner who should be creating this Connection in Celigo (and logged into Shopify)?
    A: Yes.

    Let us know if this helps.

    Thanks and happy posting!

    0
  • David Gollom Strategic Partner
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    Thanks for all the updates on this page.  I just installed a new client today and I got it right on the first try!!  

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