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Shopify setup is a one-time task — save the connection once and every reconciliation run or automation that reads Shopify order data can use it from then on.
Keep access tokens, customer hostnames, and account-specific values in secure configuration. The docs should describe the sequence, not store credentials.

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Before you start

Confirm:
  • You are signed in to the correct active company or active tenant.
  • Your user can edit connection settings.
  • The Shopify shop or Admin API URL is known.
  • The Shopify API version is known.
  • The timezone for Shopify date windows is known.
  • The Shopify access token can read orders.

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Steps

1

Open Shopify settings

Open Ask Darpan with Cmd/Ctrl+K or the floating Ask Darpan button. Search for Open Shopify Settings and open the result.
2

Create the Shopify connection

Choose Create Shopify Config. Answer the setup questions:
  1. Shop/API URL
  2. API Version
  3. Timezone
  4. Access Token
  5. Shopify label
Save the connection. Darpan creates it as active and derives the connection ID from the label. If the ID, active state, or endpoint access needs to change later, open the saved connection from Open Shopify Settings and edit it.
3

Confirm the connection is reusable

Return to Open Shopify Settings. The saved connection should appear on the settings surface.The connection is ready when a reconciliation run or automation can select Shopify as an API source.

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Validation

Use a small read-only reconciliation run or automation test with a narrow date range. Confirm Shopify returns orders before using the setup for scheduled reconciliation.

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Troubleshooting

  • If Shopify fails, check the shop URL, API version, token validity, timezone, and order-read permission.
  • If Shopify does not appear as an API source, confirm the connection is active and that Admin GraphQL Orders is enabled on the saved record.
  • If records return outside the expected window, confirm the timezone used for Shopify date windows.