Shopify, Salla and Zid

Besides WooCommerce, a store connection understands the webhooks of Shopify, Salla and Zid. Orders create or update the customer's contact and count in your sales reports, and products keep your catalog in step. This page gives the exact settings for each platform.

Before you start

• Who can do it: owners and administrators of the company.
• Plan: available when your plan includes Store connections. The number of active store connections is a plan limit.
• A pipeline must exist, because the connection asks for a stage. See Deals and pipelines.
• Supported currencies: orders must be in USD, EUR, GBP, TRY, SAR or AED. Orders in another currency are refused and counted on the store card.

Create the connection

1. In the sidebar open Products, then click Store connections.
2. Under Connect a store, enter a Store name and choose the Store platform: Shopify, Salla or Zid.
3. Choose the Store currency. Shopify, Salla and Zid do not always send a currency with products, so this one is used for product prices.
4. For Shopify and Salla, paste the platform's own signing key into Webhook key from Shopify or Salla (see each section below). For Zid, leave it empty.
5. Choose a stage in New quote requests start in and, if you like, a person in Assign new deals to. New contacts from the store are given to that person.
6. Click Connect a store, then copy the address in Address for your store.

Shopify

Shopify signs its webhooks with a key of its own, which you paste into Rutba CRM.

1. In Shopify admin open Settings → Notifications → Webhooks. Copy the key Shopify says your webhooks are signed with. If no key is shown yet, Shopify shows it once the first webhook exists: create the first webhook in step 3, copy the key, then come back to step 2.
2. Create the connection as above, with Shopify as the platform and the key in Webhook key from Shopify or Salla.
3. In Webhooks, click Create webhook for each event below, with the format JSON and the URL from Address for your store:

How Shopify orders are read:

The campaign comes from the utm_source, utm_medium and utm_campaign in the order's landing page address. A product takes the SKU and price of its first variant, and counts as active when its status is active.

Salla

Salla sends webhooks from an app in the Salla partner portal, and signs them with that app's webhook secret.

1. In the Salla partner portal open your app's webhook settings and choose the Signature security strategy. Copy the webhook secret.
2. Create the connection with Salla as the platform and the secret in Webhook key from Shopify or Salla.
3. Add the address from Address for your store to the app's webhooks, for these events: order.created, order.updated, order.status.updated, order.cancelled, order.refunded, product.created, product.updated, product.price.updated and product.status.updated.

Salla statuses in progress, shipped and delivering count as processing; completed and delivered as completed; payment pending as pending; under review as on hold; cancelled as cancelled; restored as refunded. Only processing and completed are sales. A hidden product is archived. Salla sends no campaign with the order.

Zid

Zid does not sign its deliveries, so the address itself carries your secret.

1. Create the connection with Zid as the platform, leaving Webhook key from Shopify or Salla empty.
2. Copy the Signing secret shown once after creating it.
3. Build the address: the value of Address for your store, then ?token=, then the secret. It looks like ADDRESS_FOR_YOUR_STORE?token=YOUR_SECRET.
4. In Zid, subscribe that address to order.create, order.status.update, order.payment_status.update, product.create and product.update.

Zid statuses preparing, ready and in delivery count as processing; delivered as completed; new as pending; cancelled as cancelled; reversed as refunded. Zid sends no campaign with the order.

Zid has not published the field list of its deliveries, so Rutba CRM reads the names its order API uses. Place a test order and check that the contact and the order appear before you rely on it.

Test the connection

1. Place a test order in the store.
2. In Rutba CRM open Contacts and find the customer. The order is listed on their record.
3. On the store card, Last event: shows the time of the order.
4. Cancel the order in the store and check in Reports that it no longer counts in sales.

Good to know

• Matching and counting work as for WooCommerce: the email decides first, a phone only joins a contact with no other email, existing details are never overwritten, and an older or identical update is ignored. See WooCommerce.
• Past orders are not imported for these platforms. Only events from now on arrive.
• Changing the key: for Zid, Replace the secret shows a new secret once; update the token in the Zid address. Shopify and Salla connections have no Replace the secret, because the key is the platform's own. If you change the key in Shopify or Salla, paste the new one into New webhook key from the store on the connection's card and click Save the new key. The page shows Saved. Deliveries are now checked with the new key. From then on, deliveries signed with the old key are refused.
• Unknown events are answered and ignored, so extra subscriptions do no harm.

Troubleshooting