Skip to content

Shopify

Integrations

Shopify integration

Connect Shopify and Loupe Factory so storefront activity becomes usable operational work. This guide shows how to connect the integration, choose the right sync setup, and understand what data moves between both systems.

Two-way sync Customers Orders Products and inventory
Best for

Professional and Business plan teams that sell on Shopify and run day to day operations in Loupe Factory.

Main outcome

Less duplicate entry between ecommerce, inventory, fulfillment, and internal follow-up.

What you control

Manual or auto sync, import location, and when to pull or push each record type.

Why connect Shopify to Loupe Factory

Shopify is where the sale starts. Loupe Factory is where the work behind that sale gets organized, assigned, produced, shipped, invoiced, and tracked.

As order volume grows, the operational gap usually becomes clearer. Sales teams see the order in Shopify, but operations teams still need accurate customer details, line items, inventory context, fulfillment status, and follow-through inside the system where daily work happens.

When Shopify and back office operations stay disconnected, teams often rely on copied order details, spreadsheets, duplicated customer records, and side channel follow-ups. The Shopify integration helps remove that extra work by keeping orders, customers, and products aligned across both systems.

What changes after setup: Shopify stays customer-facing, while Loupe Factory becomes the connected workspace where your team handles orders, inventory, production, shipments, and invoicing with fewer manual handoffs.

Before you begin

  • Make sure your Loupe Factory account is on the Professional or Business plan. The Shopify integration is not available on the Starter plan.
  • Sign in to Loupe Factory as an admin or as a user who manages integrations.
  • Make sure you can create, release, and install a custom app in your Shopify admin.
  • Know the Shopify store domain you plan to connect, such as your-store.myshopify.com.
  • Decide which Loupe Factory location should receive imported Shopify inventory items.
  • Decide whether your team wants to run syncs manually first or enable auto sync after testing.

Plan requirement: the Shopify integration is available only on Loupe Factory Professional and Business plans. If your account is on the Starter plan, upgrade before you begin setup.

Create the Loupe Factory app in Shopify

This connection uses a custom Shopify app inside the Shopify store you want to connect. Create the app once, name it Loupe Factory, then use that app's credentials to finish the connection in Loupe Factory.

  1. Sign in to your Shopify admin.

    Shopify login screen for accessing the Shopify admin before creating the Loupe Factory app.

  2. From the Shopify admin home, open Apps.

    Shopify admin home screen showing the Apps entry in the left navigation.

  3. Select App settings, then choose Develop apps.

    Shopify Apps screen showing the App settings option.

    Shopify Apps page showing the Develop apps button in the top right.

  4. If Shopify shows the app development landing page, select Build apps in Dev Dashboard.

    Shopify App development screen with the Build apps in Dev Dashboard button.

  5. Select Create app, enter Loupe Factory as the app name, then continue.

    Shopify Dev Dashboard Apps page showing the Create app button.

    Shopify Create an app screen with Loupe Factory entered as the app name.

  6. Add the Admin API scopes Loupe Factory needs. At minimum, enable read_customers, write_customers, read_orders, read_draft_orders, write_draft_orders, read_products, write_products, read_inventory, write_inventory, and read_locations. Add read_all_orders if you need older Shopify order history.

    Shopify Create version page for the Loupe Factory app showing the selected Admin API scopes.

    Shopify Select scopes dialog for Admin API permissions.

  7. Back on the version page, select Release so Shopify can install the app in your store.

    Shopify release version dialog for the Loupe Factory app.

  8. Open the app overview and select Install app, then approve the install in Shopify.

    Shopify Dev Dashboard overview for the Loupe Factory app showing the Install app button.

  9. In the Shopify Dev Dashboard, open Settings and copy the app's Client ID and Client secret. Keep them ready for the Loupe Factory connection step.

Connect Shopify in Loupe Factory

  1. In Loupe Factory, go to Workflows > Integrations > Shopify.
  2. Select Connect Shopify.
  3. Enter your Shopify store domain, such as your-store.myshopify.com, plus the Client ID and Client secret from the Shopify app you created.
  4. Complete the authorization flow and return to Loupe Factory.

  5. Confirm that the connected store details, connection health, and sync controls are now visible.

    Loupe Factory Shopify integration page showing the connected store, import location settings, sync mode, and pull and push actions for customers, orders, and products and inventory.

Choose your sync settings

After the connection is active, review the settings before your first sync.

  1. Open the Import Location Settings area.
  2. Choose the Loupe Factory location where imported Shopify products and variants should land.
  3. Keep Manual Only enabled for your first tests, or switch to Auto if your team is ready for scheduled sync checks.
  4. Save your settings, then run a small test sync.

Access requirements and permissions

There are three checks worth making before rollout:

  1. Confirm that your Loupe Factory account is on the Professional or Business plan.
  2. Confirm that your Shopify user can create, release, and install the Loupe Factory app in the store you plan to connect.
  3. Confirm that your Shopify store and app permissions support the customer, order, product, and inventory data you want to sync.

For most teams, this integration is best suited to Shopify stores on Grow, Advanced, or Plus. If your store is on Basic, review your customer data access carefully before rollout, because some customer and order sync workflows can be limited by Shopify app access rules.

If your team plans to sync customer details, verify Shopify's protected customer data settings before going live.

When you create or review the Loupe Factory app in Shopify, enable the scopes that match the workflows your team wants to run.

Workflow area Shopify app scopes Why it matters
Customers read_customers, write_customers Keeps customer records and addresses aligned across Shopify and Loupe Factory.
Orders read_orders, read_draft_orders, write_draft_orders Lets your team pull Shopify orders into Loupe Factory and push sales orders back as draft orders when needed.
Products read_products, write_products Keeps storefront product data and internal product records aligned.
Inventory and locations read_inventory, write_inventory, read_locations Supports quantity updates, inventory-aware workflows, and location-based sync behavior.
Historical orders, if needed read_all_orders Helps with older order imports when your Shopify setup allows it.

What syncs between Shopify and Loupe Factory

Area Pull into Loupe Factory Push from Loupe Factory
Customers Customer profiles, company details, email, phone, and addresses Customer profile and address updates
Orders Shopify orders with customer, status, payment status, notes, and line items Loupe Factory sales orders as Shopify draft orders
Products and inventory Products, variants, SKU or tag, quantity, weight, and prices Product updates, finished inventory variants, and quantity updates

Shopify to Loupe Factory mapping

Customers

Shopify Loupe Factory
Customer name Customer name
Company Company name
Email Email
Phone Phone number
Default address Address details
Country and ZIP or postal code Country and ZIP or postal code

Orders

Shopify Loupe Factory
Order Sales order
Customer Linked customer
Order status Order status
Payment status Payment status
Currency Currency
Order note Notes
Line items, quantities, and product details Order line items

Products and inventory

Shopify Loupe Factory
Product Product
Variant Finished inventory item
SKU Tag ID, when available
Price Sell price
Quantity Quantity
Weight and weight unit Weight and weight unit

Why two-way sync matters

One-way imports can reduce some manual work, but growing teams usually need more than a one-direction feed. Two-way sync helps Shopify and Loupe Factory stay aligned as work moves between sales, operations, fulfillment, and customer follow-through.

That matters because teams spend less time asking which record is current. It also reduces stale updates, duplicate edits, and avoidable mistakes caused by one system telling a different story than the other.

Use this order for a cleaner first rollout:

  1. Pull Customers so account records exist before orders arrive.
  2. Pull Orders so storefront activity appears inside Loupe Factory.
  3. Pull Products & Inventory so catalog and stock details are aligned.
  4. Review a few imported records in each area before you turn on auto sync.

Good to know

  • Shopify orders pulled into Loupe Factory help operations start work faster because order details do not need to be copied by hand.
  • Sales orders pushed from Loupe Factory are created in Shopify as draft orders.
  • If your team enables auto sync, review the first scheduled run before relying on it for daily work.
  • Start with a small sample of customers, orders, and products before syncing a large catalog.

Best fit

This integration is a strong fit for manufacturers, wholesalers, makers, and product businesses that use Shopify to sell but need Loupe Factory to manage the work behind the sale.

If your team still relies on manual handoffs to move orders into production, inventory review, fulfillment, invoicing, or customer follow-through, Shopify sync can become a meaningful operational upgrade.

Next steps

  • Review Order Management to see how synced order data is used inside Loupe Factory.
  • Review Inventory Management if your team will sync products and stock.
  • Return to Integrations if you also plan to connect accounting or bank statement workflows.