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:
Log in to Your Shopify Admin
Ensure you have full admin access to the store.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”.Configure Admin API Access
In the app settings, grant Read and Write permissions to:Orders
Products
Inventory
Customers (if needed)
Install the App
Click Install App and then copy the following credentials:Admin API Access Token
API Key
API Secret Key
Storefront URL
Log in to Helm
Navigate to Settings → My Store in your Helm dashboard.Add New Sales Channel
Click Add New Sales Channel and choose Shopify from the list.Enter API Credentials
FIELD | DESCRIPTION |
Add Domain Name | e.g., Shopify Store UK |
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
Click “Connect to Shopify”
This will open a new window prompting you to enter your store URL.Enter Your Shopify Store URL
Type your full store URL (e.g.https://your-store.myshopify.com) and click Next.Log in to Shopify
Shopify will redirect you to its secure login screen. Log in using your store admin credentials.Grant Permissions to Helm
You’ll be asked to approve the app and grant access to relevant data scopes (Orders, Products, Inventory, etc.).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
