Integrating SparrowDesk with Shopify

Shopify integration brings your customers' order history into SparrowDesk, so agents can see purchase details directly in the conversation sidebar without switching to Shopify.

Note: The Shopify integration is set up as a custom app. To get started, reach out to us at [email protected] and our team will provision the integration for your account.

Prerequisites

Before you begin, ensure that you have:

• An active SparrowDesk account with Admin or Account Owner access.
• An active Shopify account with admin access to the store(s) you want to connect.

How it works

Setting up the Shopify integration is a two-step process:

1. You request the integration- email [email protected]. Our team creates a custom Shopify app for your account and provisions it on our end.
2. You connect your stores- once provisioned, go to Apps → Shopify → Connect in SparrowDesk. Your Shopify stores are listed and ready to connect.

Connect your Shopify stores

Once our team has provisioned the integration for your account:

1. In SparrowDesk, go to App store → Shopify.
2. Click Connect. 

3. Your Shopify stores are listed automatically. Select the store(s) you want to connect and confirm. 

The Shopify panel is now active in all conversations.

View orders in a conversation

When the integration is active, a Shopify panel appears automatically in the right sidebar of every conversation- no toggle required.

SparrowDesk matches the contact's email against all connected Shopify stores and displays their orders sorted by most recent first.

Each order card shows:

• Order name (e.g. #1001)
• Amount spent
• Store name
• Order date
• A link to the order in Shopify (opens in a new tab)

The panel header shows the total number of orders across all connected stores. If a contact has no orders, a No orders message is shown.

Search for an order

A search input appears at the top of the Shopify panel.

1. Type an order name (e.g. 1001 or #1001) or a numeric order ID.
2. Matching orders for the current contact are shown.
3. Clear the search input to return to the full order list.

Search is scoped to the current contact's orders only.

View orders on a contact page

The same Shopify panel, order list, and search are also available on the contact's profile page in SparrowDesk.

Connect additional Shopify stores

SparrowDesk supports multiple Shopify stores. Once the integration is provisioned for your account, all your stores are listed under Apps → Shopify → Connect. Select any additional store to connect it. Orders from all connected stores appear together in one panel, with the store name shown on each order card.

Disconnect Shopify

1. Go to Apps → Shopify.
2. Find the connected store and click Disconnect.
3. Confirm in the modal to disconnect. 

The Shopify panel disappears from conversations on the next page load.

Frequently asked questions

1. Who can connect or disconnect Shopify?
   Only Admins and Account Owners can connect or disconnect stores from the Apps section. Agents with access to conversations or contacts can view order details but cannot manage the connection.
2. What happens if a contact's email doesn't match any Shopify orders?
   SparrowDesk shows a No orders empty state- the same as a contact with no purchase history. No error is shown.
3. What happens if Shopify is temporarily unavailable?
   The panel shows a Couldn't load orders message. The panel itself stays visible-  it does not disappear when the Shopify API is slow or down.
4. Does the panel update immediately when I disconnect a store?
   No. The panel disappears on the next page load. Agents already in a conversation see the panel until they refresh.
5. Can I see orders from multiple stores in one place?
   Yes. Orders from all connected stores appear together in one panel. The store name on each order card tells you which store it came from.