To connect a Shopify store to QuickSync, you approve our access on Shopify’s own screen. Shopify allows that only if your account can install apps in the store. Not the owner? Then you need access first. Say you’re an agency or a freelancer working for a client: a collaborator request gets you in. The owner approves it, and then you connect the store in our app.
What the request is for
It asks the owner to let your Shopify Partner account into their store. The owner picks the permissions. Collaborators don’t count toward the store’s user limit, and the owner can change or remove their access at any time.
Ask for the three things our app needs:
- Manage and install apps and channels. That’s Shopify’s permission to install apps.
- The areas we work with. Products, inventory, orders and customers. Our approval screen asks to read and change them, and Shopify won’t let anyone install an app whose access they lack.
- Approve app charges, if you’ll pay through Shopify. Shopify needs it to install QuickSync from its App Store, or to approve a QuickSync plan on the Shopify bill.
A staff account works too. The owner adds you under Settings, then Users, with the same permissions. It takes up one of the store’s user seats, though, and the Basic and Starter plans have none.
Send the request
Partners send it from the Stores page of their Shopify Dev Dashboard. Use the store’s myshopify.com address and pick the permissions above. Some stores want a 4-digit collaborator request code, so ask the owner for it first.
Approve the request
Only the store owner can accept it, or someone with Shopify’s Administrator role.
- In Shopify admin, go to Settings, then Users. Some stores call it Users and permissions.
- Click the Requests status, then the collaborator request.
- In the Roles section, check the role Shopify made, or assign one with the permissions above.
- Click Accept request. Reject request turns it down.
The request code, if your store uses one, is in the same place, under Security. Accept only requests you expected, from partners you know.
Connect QuickSync
- Sign in to the QuickSync account the store should belong to. For a client’s store, that’s usually theirs.
- Open Settings, then Stores, and click the Add a store card.
- Click Shopify, type the store’s address in Shopify URL and click Continue to Shopify.
- Sign in to Shopify with your collaborator account if it asks. Then approve QuickSync’s access.
We add the store to whichever QuickSync account you’re signed in to. It can’t be in two. If it’s already in another, approving it signs you in to that account instead.
Installing from the Shopify App Store works differently. We create a new QuickSync account for the store, paid on its Shopify bill, that signs in through Shopify. Uninstalling QuickSync from that store later deletes the account. Connect Shopify compares the two ways in.
After you connect
- Our access stays with the store. We hold it through the app installed there, not through the person who approved it. So we keep syncing after the owner removes you. It ends when someone disconnects the store in QuickSync or uninstalls QuickSync in Shopify.
- Shopify access can open the QuickSync account. Anyone who can approve QuickSync in that store can use Continue with Shopify on our sign-in page. It opens the store’s QuickSync account. Bear that in mind when you hand out app permissions.
Common questions
Do I need to be the store owner to connect Shopify to QuickSync?
No. A staff member or a collaborator can connect it too. Their Shopify role needs Manage and install apps and channels, plus products, inventory, orders and customers, because Shopify only lets someone install an app whose access they already have. The store owner needs nothing extra. Once it’s connected, we keep the store in whichever QuickSync account you used.
What permissions does a collaborator need for QuickSync?
Manage and install apps and channels, plus access to products, inventory, orders and customers. Those are the main areas our approval screen asks to read and change. If the account pays through Shopify, whoever approves the plan also needs Approve app charges. Shopify blocking the install? Compare the role with our approval screen and add what’s missing.
Where do I find the collaborator request code in Shopify?
In Shopify admin, go to Settings, then Users, and open Security. The 4-digit collaborator request code is there. Click it to copy it, then send it to the partner, who enters it with their request. Want a fresh one? Click Generate new code in the same place.
Will QuickSync stop syncing if I remove the collaborator?
No. Our access belongs to the app installed in your store, not to the person who approved it. Syncing carries on after you remove a collaborator or staff account. It stops only when someone disconnects the store in QuickSync or uninstalls QuickSync in Shopify. If you installed QuickSync from that store, uninstalling also deletes your QuickSync account.
Can I connect a client’s Shopify store to my own QuickSync account?
You can, but then we treat it as your store. It counts toward your plan, and it can’t be in the client’s account at the same time. For a store you manage for someone else, sign in to their QuickSync account first, or have them create one. Then connect it from Settings, Stores.
Next step
Once you have access, follow Connect Shopify for the steps and what syncs, then Set up your first sync.
