Shopify Integration Guide

Integrate your Shopify store with Helm to automate order imports, synchronise stock levels in real time, and centralise your fulfilment operations across sales channels.

What is Shopify

Shopify is a leading cloud-based eCommerce platform that enables businesses of all sizes to set up, manage, and grow online stores with ease. With built-in tools for inventory, payments, and marketing, Shopify is widely adopted across the retail landscape.

Connecting Shopify to Helm allows you to manage your orders, products, and stock from one unified hub - improving speed, accuracy, and visibility across your operations.

PROS ✅

CONS ❌

Easy-to-use, scalable platform with millions of merchants worldwide

Requires API access and app installation from your Shopify Admin

Real-time stock and order sync between Shopify and Helm

Shopify app approval and permissions may vary per store configuration

Ideal for multi-channel, multi-location inventory and fulfilment control

Third-party Shopify apps may occasionally conflict with sync behaviour

Step-by-Step Setup

To integrate Shopify with Helm:

  1. Log in to Your Shopify Admin
    Ensure you have full admin access to the store.

  2. Create a Private App / Custom App
    Go to Apps → App and Sales Channel Settings → Develop Apps
    Click Create an App and name it “Helm Integration”.

  3. Configure Admin API Access
    In the app settings, grant Read and Write permissions to:

    • Orders

    • Products

    • Inventory

    • Customers (if needed)

  4. Install the App
    Click Install App and then copy the following credentials:

    • Admin API Access Token

    • API Key

    • API Secret Key

    • Storefront URL

  5. Log in to Helm
    Navigate to Settings → My Store in your Helm dashboard.

  6. Add New Sales Channel
    Click Add New Sales Channel and choose Shopify from the list.

  7. Enter API Credentials

FIELD

DESCRIPTION

Add Domain Name

e.g., Shopify Store UK

  1. Click Continue

Connect via OAuth Login

Instead of manually entering credentials, Helm uses Shopify's secure OAuth flow to connect your store.

Step-by-Step Connection via OAuth

  1. Click “Connect to Shopify”
    This will open a new window prompting you to enter your store URL.

  2. Enter Your Shopify Store URL
    Type your full store URL (e.g. https://your-store.myshopify.com) and click Next.

  3. Log in to Shopify
    Shopify will redirect you to its secure login screen. Log in using your store admin credentials.

  4. Grant Permissions to Helm
    You’ll be asked to approve the app and grant access to relevant data scopes (Orders, Products, Inventory, etc.).

  5. Return to Helm
    After approval, you’ll be automatically redirected back to Helm - your store is now securely connected.

Sales Channel Information

FIELD

DESCRIPTION

Sales Channel Name

e.g., Shopify Store UK

Sales Channel Logo

Upload your Shopify logo or a custom brand icon

Interaction Settings

Tailor how Helm interacts with your Shopify store for inventory and fulfilment logic

INTERACTION SETTINGS

DESCRIPTION

Sync Inventory

Automatically import products from Shopify into Helm

Sync Stock Levels

Keep your Shopify stock levels up to date through Helm

Use Channel Names

Display Shopify product titles on Helm orders

Max Stock Levels

Set a cap on the visible stock level sent to Shopify

Stock Buffer

Reserve a quantity of stock to prevent overselling

Auto Merge Orders

Combine orders from the same customer or shipping address

Order Importing Type

Set the date and time to begin importing orders from Shopify

Final Steps

  • Click Save once all settings are configured

  • Set the channel to Is Active at the top of the screen

Your Shopify integration is now live - and you’re ready to Take the Helm

Common Issues

ISSUE

SOLUTION

Invalid Store URL

Ensure the Shopify store URL includes HTTPS and is accessible

Incorrect API Credentials

Double-check all keys and tokens from the app settings

Orders Not Importing

Confirm the app is installed and order statuses are properly configured

Stock Not Syncing

Ensure SKUs match and that Sync Inventory is enabled in Helm

If you experience issues and need assistance, contact Helm Support