← BloomLine + ShopifyHelp

Connect your Shopify to BloomLine.

This drops every phone order straight into your Shopify, the same place your web orders land. You do it once, and you can undo it any time.

First: which Shopify do you have?

Shopify moved newer stores onto a different tool, and the steps are genuinely different. Check this before you start, because it saves the most common wrong turn.

In your Shopify admin, go to Settings → Apps and sales channels. Do you see a Develop apps button?

Yes, it's there

You're on the older setup. Follow Path A below.

No, or it sends me to a Dev Dashboard

You're on the newer setup. Follow Path B. Nothing is wrong with your store.

Path A - your admin has “Develop apps”

About three minutes. You end up with a token you send us.

1

Create the app

In Develop apps, click Allow custom app development if it appears, then Create an app. Name it BloomLine Orders.
2

Set the API scopes

Open the Configuration tab, click Configure under Admin API integration, tick these five, then Save:
write_draft_orders, read_draft_orders, write_customers, read_customers, read_products
3

Install it

Click Install app in the top right and confirm.
4

Copy the token

On the API credentials tab, click Reveal token once and copy it. It starts with shpat_ and Shopify shows it only once, so copy it right away.

Path B - your store uses the Dev Dashboard

One sitting, about five minutes, usually on a short call with us. There is no “reveal token” button on this path, and that is normal.

1

Create the app

In the Dev Dashboard, click Create app and name it BloomLine Orders. If you already made one, use that - there is no need to start over.
2

Set the scopes, then release

In the app's configuration, add these five scopes, and tick use legacy install flow if you see it. Then release the version - an unreleased version will not install.
write_draft_orders, read_draft_orders, write_customers, read_customers, read_products
3

Paste the two keys into your setup page

Ask us for your personal setup link(we usually do this together on a short call). It shows the exact App URL and Redirect URL to paste into the app, then takes the app's Client ID and Client secret from its Settings page. Please do not email the secret - the setup page stores it encrypted.
4

Click Install

The setup page opens Shopify's permission screen for your own app. Click Install and the setup page turns green by itself once Shopify confirms BloomLine can create draft orders. Nothing to copy, nothing to send back.

Stuck at any point?

Reply to the email that linked you here and say where you got to. A screenshot of the screen you are looking at is the fastest thing you can send - it tells us instantly which of the two paths your store is on.

Whichever path you take, the access only lets us create orders on your store. You can revoke it at any time from the same screen you created it on, and your receptionist never sees or stores a customer's card number.