How to Integrate Shopify with ProProfs Help Desk

Integrating your Shopify store with ProProfs Help Desk enhances your customer support experience. This seamless connection empowers your support team to view customer order data directly within tickets, manage multiple stores, and resolve issues faster—all from your centralized interface.

Benefits:

• Proactive Support Based on Order Activity: Agents can contact customers proactively for failed payments, delayed shipments, or incomplete checkouts—all visible from the Help Desk.
   

• Stronger Audit Trails for Support Teams: Order interactions are tied to tickets, so it’s easy to audit or review the support history later.
   

• Error Reduction: Automating the retrieval of Shopify order data minimizes manual copy-paste errors and reduces the risk of miscommunication.

Use Case: A customer reports receiving the wrong item. With the Shopify–ProProfs Help Desk integration, the agent views the customer’s order details directly in the ticket—no need to switch tabs. They verify the mistake, issue a refund or exchange, and update the ticket—all in one place.

Result: Faster resolution, fewer errors, and a better customer experience.

Integrating Shopify with ProProfs Help Desk

Step 1: Enable Custom App Development in Shopify

1. Log in to your Shopify admin panel.
2. Navigate to Settings > Apps and sales channels.
3. Click the Develop apps button at the top right of the page.
   
   
    
4. On the next page, click Allow custom app development.
   
   
    
5. After clicking Allow custom app development, a confirmation prompt will appear. This irreversible step grants your store the ability to build and manage custom apps.

• Review the information provided by Shopify.
• Click Allow custom app development again to proceed.
  
  
  
   

Step 2: Create Your Custom App

You'll be redirected to a page where you can manage your private apps. Click the Create an App button.

1. Enter the App name (e.g., "ProProfs Help Desk")..
    
2. Select the App developer from the dropdown. This should be the staff member or collaborator with development permissions.
    
3. Click Create app.
   
   

Step 3: Configure Admin API Scopes

Once the app is created, go to the Overview tab.

1. Under Admin API integration, click Configure Admin API scopes.
   
   
    
2. Select only the necessary scopes required for ticket/order management.
   
   
    

Step 4: Save & Install App

Once you’ve configured the required Admin API scopes:

1. Click the "Save" button to apply the scope settings.

2. Then, click the "Install app" button in the top-right corner.
   
   

3. After clicking Install app, a pop-up window outlining the app's permissions will appear.

4. Click Install to complete the installation.
    

   
    

Step 5: Reveal & Copy Admin API Access Token

1. Click the Reveal token once to view the Admin API access token.

2. Copy this token and store it securely—you'll need it shortly.
   
   

Step 6: Configure Shopify App in ProProfs Help Desk

1. In ProProfs Help Desk, go to Settings > Integrations.

2. Select Shopify from the list.
   
   
    

3. Click Connect Store.
   
   

Step 7: Configure Shopify Account in ProProfs Help Desk

• Enter the subdomain of your Shopify store.
   

• Paste the Admin API access token (generated from your Shopify store’s custom app).
   

• Click Connect to finalize the integration.
  
  

Your Shopify store has been successfully integrated with the ProProfs Help Desk.

Edit Store Details:

To update store credentials or information:

• Go to Settings > Integrations > Shopify.

• Click Edit next to any connected store.
  
  

View Shopify Orders Inside Tickets

Once integration is active, your agents can view a customer’s Shopify orders directly within a support ticket.

To view order history:

1. Open a ticket associated with a customer.

2. Click the Shopify icon on the ticket page.
   
   

3. A panel will appear listing the customer's recent orders.
   
   

That is all about integrating Shopify with ProProfs Help Desk. Please contact our support team if you encounter any issues or questions.