Shopify Integration Guide

Complete guide for integrating Shopify with Forter Agentic Orchestration.

This guide is specifically for merchants using Shopify. For other platforms, see SFCC Integration  or Custom Integration .

How It Works How It Works

With Shopify integration, Forter:

1. Pulls your product catalog via Shopify Admin API
2. Generates and maintains the AI-optimized feed automatically
3. Creates orders directly in your Shopify store via Admin API Draft Orders

You provide: Shopify Admin API Access Token
You implement: Nothing - Forter handles everything

Prerequisites Prerequisites

Before starting, ensure you have:

Shopify Store — Any Shopify plan (Basic, Shopify, Advanced, Plus)

Admin Access — Ability to create custom apps or install private apps

Forter Account — Contact your Forter representative to enable Agentic Orchestration

Tax Settings — Tax collection configured in Shopify

Step 1: Create Shopify Admin API Access Token Step 1: Create Shopify Admin API Access Token

You'll need to create a custom app in Shopify to get an Admin API access token.

A. Create Custom App A. Create Custom App

1. Log in to your Shopify Admin
2. Navigate to: Settings > Apps and sales channels
3. Click Develop apps
4. If prompted, click Allow custom app development
5. Click Create an app
6. Enter app details:
   • App name: Forter Agentic Commerce
   • App developer: [Your email]
7. Click Create app

B. Configure API Scopes B. Configure API Scopes

1. Click Configure Admin API scopes
2. Select the following scopes:

Products (Read):

• ☑ read_products
• ☑ read_product_listings
• ☑ read_inventory

Orders (Read & Write):

• ☑ read_orders
• ☑ write_orders
• ☑ read_draft_orders
• ☑ write_draft_orders

Customers (Read & Write - optional, for customer lookup):

• ☑ read_customers
• ☑ write_customers

Locations (Read - for inventory):

• ☑ read_locations

3. Click Save

C. Install App and Get Access Token C. Install App and Get Access Token

1. Click Install app in the top right
2. Click Install to confirm
3. You'll see the Admin API access token
4. IMPORTANT: Click Reveal token once and copy it immediately - it's only shown once!
5. Store this token securely - you'll need it for the Forter Portal

D. Test Your Access Token D. Test Your Access Token

Test with curl to ensure it works:

# Test product access
curl -X GET "https://your-store.myshopify.com/admin/api/2024-01/products.json?limit=10" \
-H "X-Shopify-Access-Token: YOUR_ACCESS_TOKEN"

# Test draft order creation (dry run)
curl -X POST "https://your-store.myshopify.com/admin/api/2024-01/draft_orders.json" \
-H "X-Shopify-Access-Token: YOUR_ACCESS_TOKEN" \
-H "Content-Type: application/json" \
-d '{
  "draft_order": {
    "line_items": [
      {
        "variant_id": 123456789,
        "quantity": 1
      }
    ]
  }
}'

If successful, you'll receive product/order data.

Step 2: Configure in Forter Portal Step 2: Configure in Forter Portal

Log in to the Forter Portal and navigate to Integrations > Shopify.

A. Basic Store Information A. Basic Store Information

B. Shopify Platform Configuration B. Shopify Platform Configuration

Note: Use your .myshopify.com domain, not your custom domain.

C. Store Policies C. Store Policies

D. Tax Configuration D. Tax Configuration

Important: Shopify handles tax calculation automatically based on your Shopify tax settings.

Forter will use Shopify's tax engine for all orders, respecting your configured tax rules.

E. Order Management E. Order Management

The {order_id} placeholder will be replaced with the Shopify order number.

Step 3: Payment & Fraud Settings (Optional) Step 3: Payment & Fraud Settings (Optional)

By default, you handle payment validation and authorization on your Shopify store. This section is only needed if you want Forter to handle fraud detection and payments.

Option A: Merchant-Side Validation/Authorization (Default) Option A: Merchant-Side Validation/Authorization (Default)

What happens:

• Forter creates draft orders in Shopify with payment references
• Shopify processes payments through your existing payment gateway
• Shopify handles fraud checks through your existing Shopify settings

Configuration: No additional setup needed - this is the default behavior.

Settings in Portal:

Enable Forter Validation: false (default)  
Enable Forter Authorization: false (default)  
Enable Forter Capture: false (default)

Option B: Forter-Side Validation/Authorization (Optional) Option B: Forter-Side Validation/Authorization (Optional)

What happens:

• Forter validates orders for fraud before creating them in Shopify
• Forter authorizes/captures payments via Forter Payment Orchestration
• Orders are created in Shopify with completed payment status

Configuration Required: Contact your Forter representative to obtain:

Settings in Portal:

Enable Forter Validation: true  
Enable Forter Authorization: true  
Enable Forter Capture: true (or false for manual capture)

Step 4: Catalog Sync & Testing Step 4: Catalog Sync & Testing

A. Initiate First Sync A. Initiate First Sync

After configuring Shopify credentials in the portal:

1. Forter automatically tests the Admin API connection
2. Initial catalog sync begins (pulls all products via Admin API)
3. Products are normalized to AI-optimized format
4. Feed is distributed to AI platforms

Processing Time:

• < 10,000 products: Minutes
• 10,000 - 100,000 products: Under an hour

• 100,000 products: A few hours

B. Verify Catalog B. Verify Catalog

Check that products were synced by updating inventory for a test product:

curl -X POST \
 https://{site_id}.agentic.checkouttools.com/v1/inventory \
-H "Authorization: Bearer YOUR_FORTER_API_KEY" \
-H "Content-Type: application/json" \
-d '{
  "id": "gid://shopify/ProductVariant/12345678",
  "quantity": 100
}'

If the product exists, you'll receive:

{
  "success": true,
  "updated": 1,
  "results": [{"success": true, "id": "gid://shopify/ProductVariant/12345678"}]
}

C. Test Checkout Flow C. Test Checkout Flow

Test end-to-end checkout in the test environment:

1. Create a checkout session:

curl -X POST \
 https://{site_id}.agentic.checkouttools.com/checkout_sessions \
-H "Authorization: Bearer sk_test_YOUR_API_KEY" \
-H "Content-Type: application/json" \
-H "Idempotency-Key: test-001" \
-d '{
  "items": [{ "id": "gid://shopify/ProductVariant/12345678", "quantity": 1 }],
  "buyer": {
    "first_name": "Test",
    "email": "test@example.com"
  }
}'

2. Add shipping and complete order:

curl -X POST \
 https://{site_id}.agentic.checkouttools.com/checkout_sessions/{session_id}/complete \
-H "Authorization: Bearer sk_test_YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
  "fulfillment_address": {
    "name": "Test User",
    "line_one": "123 Test St",
    "city": "San Francisco",
    "state": "CA",
    "postal_code": "94102",
    "country": "US"
  },
  "payment_data": {
    "token": "tok_test_visa_4242",
    "provider": "test"
  }
}'

3. Verify order in Shopify Admin The order should appear in: Shopify Admin > Orders

Step 5: Go Live Step 5: Go Live

Production Checklist Production Checklist

Replace test access token with production access token (if different)
Verify production catalog sync completes successfully
Test at least one production order end-to-end
Configure monitoring and alerting
Enable AI platform distribution (OpenAI, Google, etc.)

Monitoring Monitoring

Use the Forter Portal to monitor:

• Catalog Health — Product count, sync status, errors
• Order Volume — Checkout sessions, completions, failures
• Shopify API Usage — API call volume, rate limits
• Error Rates — Failed checkouts, Shopify API errors

Troubleshooting Troubleshooting

"Invalid access token" "Invalid access token"

Solution:

• Verify token starts with shpat_
• Check token hasn't been revoked in Shopify Admin
• Ensure no extra spaces when copying token
• Regenerate token if necessary (Settings > Apps > Custom apps > [Your app])

"Insufficient permissions" "Insufficient permissions"

Solution:

• Check app scopes include read_products, write_draft_orders, etc.
• Reinstall the app after adding scopes
• Wait a few minutes for permissions to propagate

Products not syncing Products not syncing

Solution:

• Test product endpoint with curl
• Check Shopify rate limits (2 requests/second for REST Admin API)
• Verify products are published and active
• Review Forter Portal logs for sync errors

Orders not appearing in Shopify Orders not appearing in Shopify

Solution:

• Verify draft order creation permissions
• Check Shopify Admin for draft orders (may not be auto-completed)
• Review Forter Portal logs for Shopify API errors
• Confirm shop domain is correct (use .myshopify.com)

Shopify-Specific Considerations Shopify-Specific Considerations

Rate Limits Rate Limits

Shopify Admin API has rate limits:

• REST API: 2 requests per second (burst up to 40)
• GraphQL API: Cost-based (1000 points per second)

Forter automatically handles rate limiting with exponential backoff.

Product Variants Product Variants

Shopify treats variants as separate items. Forter:

• Syncs all variants as individual products
• Uses Shopify's GraphQL ID format: gid://shopify/ProductVariant/12345678
• Maintains parent product relationships

Inventory Tracking Inventory Tracking

Forter syncs inventory from all Shopify locations. If using multiple locations:

• Specify primary fulfillment location in Forter Portal
• Or use Shopify's default inventory policy

Draft Orders vs Orders Draft Orders vs Orders

Forter creates draft orders which can be:

• Auto-completed (if payment is pre-authorized)
• Manually reviewed and completed by you
• Converted to regular orders via Shopify's workflow

Quick Reference Quick Reference

Required API Scopes Required API Scopes

read_products
read_product_listings
read_inventory
read_orders
write_orders
read_draft_orders
write_draft_orders
read_locations
read_customers (optional)
write_customers (optional)

API Endpoints Used API Endpoints Used

GET /admin/api/2024-01/products.json
GET /admin/api/2024-01/product_listings.json
POST /admin/api/2024-01/draft_orders.json
PUT /admin/api/2024-01/draft_orders/{id}/complete.json

Next Steps Next Steps

• Catalog & Inventory  — Product data synchronization details
• Checkout & Payments  — Payment processing and order management
• FAQ  — Common questions

Support Support

For Shopify-specific integration questions, contact your Forter representative or email support@forter.com.