Setup Guide Overview
This setup guide will require the system administrator to complete steps outlined below in order to connect the external system application with Vertify.
Please note, this document may be subject to change and additional information required. Partnership with system administrator and/or support team may be necessary.
Where do I begin?
OPTIONAL STEP: SHOPIFY VERTIFY USER ACCESS
Please create an Admin user for the integration and provide the following credentials to your Vertify Implementation Specialist if you’d like them to have access to your application’s UI. It is preferred that users are created with an Administrator role to ensure that no permissions errors are encountered during the implementation.
Follow this format when creating the log in: passwords+clientname@vertify.com
Example: passwords+vertify@vertify.com
If license/seat is unavailable, it can also be created through a personal account. Please note, it will need to be updated if the user or password is inactivated.
STEP 1: CUSTOM FIELD CREATION
Custom fields are required in the endpoint system for the Vertify integration. Please create these fields on any tables or objects such as Leads, Contacts, or Accounts. Reference the API Name column in the table below for the list of how to title the fields, the needed data type, and the purpose of the field for context.
API Name | Data Type | Purpose |
ExternalCustomerId | String | This field will be used to house the source Customer’s internalId, and for merging and lookup purposes in Vertify. |
SyncToVertify | Boolean | This field will be hard-coded by Vertify or by a workflow in Zoho. It is used to determine which records are eligible to move back to the other endpoint(s) and for filtering in Vertify. |
STEP 2: GENERATE CREDENTIALS
Refer to the steps outlined below to generate the credentials needed in Shopify. Admin access in Shopify will be needed. Alternatively, you’re welcome to schedule a working session to partner with your Vertify Integration Specialist on the steps below.
Action Items:
- Provide Shopify Name
- API Key
- Password
NOTE: OAuth will be available soon - please check back for updates.
STEP 3: VERTIFY SYSTEM SETUP
Refer to the steps outlined below to set up the system in Vertify. Alternatively, you’re welcome to schedule a working session to partner with your Vertify Integration Specialist on the steps below.
- In Vertify, navigate to the Connect page
- Click the New System button
-
Next, enter the required system credentials -
- Select Shopify from the Remote System List
- Select the highest Connector number (i.e., 1.3.5)
-
You will enter the Login Parameters (Refresh Token, Client Id, Account URL, Client Secret) when available from steps outlined above:
- Shopify Name [Required]
- API Key [Required]
- Password [Required]:
- In Vertify, click the Save button
- This will initiate the scan and authentication step of connecting with Shopify with the provided credentials
- Look for a green Scan Complete message; if failed or error, retry the refresh token step above and re-scan.
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