What it is for: connecting the online store you already have so that every buyer lands in your CRM, with their order, and so you can see your orders from EK1 without logging in to the store.
Where to find it: menu Sales («Ventas») → Online store («Tienda online»).
Who sees it: anyone who has the Suite. If you see the entry with a padlock, you do not have it yet: look at Upgrade your AI («Amplía tu IA»).
What you see first
At the top, the card to connect your store (or, if it is already connected, its status and the date of the last import). Below it, the summary of the last 30 days with the number of orders and their total, and the list of orders. If your store has products, at the bottom you will see the catalog with price and stock.
The screen works with Shopify and, if the option appears for you, with Zoho Commerce.
Step by step
Connect your Shopify store
- In your Shopify go to Settings › Apps › Develop apps and create an app.
- Give it read permission for orders, customers and products, and install it.
- Copy the access token and the API secret that Shopify gives you.
- In EK1, on the Connect your Shopify («Conecta tu Shopify») card, type your store address (in the format
yourstore.myshopify.com) and paste the token and the secret. - Click Connect and import orders («Conectar e importar pedidos»). When it finishes you will see how many orders were imported.
Connect your Zoho Commerce store
- If your store is on Zoho Commerce and the card Is your store on Zoho Commerce? («¿Tu tienda es de Zoho Commerce?») appears, click Connect Zoho Commerce («Conectar Zoho Commerce»).
- Sign in with your Zoho account and accept. Only your orders are read, and you can withdraw the permission whenever you want from your Zoho account.
- When you come back you will see how many orders were imported. New orders arrive on their own every hour.
See the orders and the buyers
- In the orders table you see the number, date, customer, total and payment status (for example Paid, Pending or Refunded).
- Each buyer enters your CRM as a contact, with their order, so you can follow up as with any other contact.
- If you want to bring in the latest right now, click Import again («Volver a importar») on your store's card.
Reconnect a store with problems
If the card says Having problems («Con problemas», Shopify) or Needs reconnecting («Hay que volver a conectarla», Zoho Commerce), click Import again. In Zoho Commerce, if it stays the same, click Reconnect («Reconectar») and accept the permission again.
If something does not work as expected
| What happens | Why | What to do |
|---|---|---|
| The Connect and import orders button is greyed out | Some detail is missing | Fill in the address, the token and the secret |
| A message with ✗ appears when connecting | The details are wrong or a permission is missing in your store | Check the app's permissions in your store and paste the token again |
| "No orders yet" («Aún no hay pedidos») | The store has no orders or nothing has been imported yet | Click Import again |
| I do not see the Zoho Commerce option | It is not available on your account | Ask our support team |
Related
- My CRM: where your buyers appear.
- Sales and finance: the rest of the Suite.
- Quotes and invoices: to invoice your customers.