OneShopSYNC Setup Guide

OneShopSYNC Setup Guide

Welcome to your step-by-step guide for setting up OneShopSYNC—our Shopify-to-OnePageCRM integration app. This walkthrough covers everything you need to connect your accounts and start syncing customer and order data automatically every 10 minutes.

You don’t need a developer or any special technical skills.
With our guided setup, most users are up and running in under an hour.  If you have questions or need assistance, just contact our team for help.

The Setup Guide will cover the following specific sections:

  • 1. Check Your Shopify Plan
  • 2. Enable Custom App Development in Shopify
  • 3. Create and Install Your Custom App
  • 4. Set API Scopes
  • 5. Get Your API Token and Store Name
  • 6. Connect Shopify to OneShopSYNC
  • 7. Get Your OnePageCRM API Credentials
  • 8. Connect OnePageCRM to OneShopSYNC
  • 9. Save Configuration and Optional PayWhirl Setup
  • 10. Final Configuration in OneShopSYNC

1. ✅ Check Your Shopify Plan

If your Shopify store was created before January 2024, you likely already have full data access (even on the Basic plan).

If your store was created after January 2024, you’ll need the Shopify “Grow”, Advanced, or Plus plan. These plans are required to enable Custom Apps with full data access.

To check:
Go to Settings > Apps and sales channels > Customize > Custom Apps and confirm you have “full data access.”

2. 🔧 Enable Custom App Development in Shopify

  1. Go to Shopify Admin > Settings > Apps and sales channels
  2. Click Develop apps
  3. Click Allow custom app development
  4. Confirm when prompted

3. 🧩 Create and Install Your Custom App

  1. Go to Develop apps > Create a custom app
  2. Name the app: OneShopSYNC.app
  3. Select yourself or a staff member as the App Developer
  4. Click Create app

4. 🔑 Set API Scopes

  1. In the app’s Overview tab, click Configure Admin API scopes
  2. Select:
    • read_customers
    • read_orders
  3. Under Webhook Subscriptions, set Event version to 2025-07
  4. Click Save

5. 🏪 Get Your API Token and Store Name

  1. Click Install app (top right)
  2. Copy and save your Admin API access token
  3. Get your Shopify store name from the browser URL or Settings > General > Store Details

6. 🔌 Connect Shopify to OneShopSYNC

  1. Go to your OneShopSYNC setup page
  2. Enter:
    • Store Name
    • API Token
    • API Version (2025-07)
  3. Click Test Connection

7. ☁️ Get Your OnePageCRM API Credentials

  1. Log in to https://secure.onepagecrm.com
  2. Go to your profile > Apps and Integrations > API Developer Access
  3. Copy your:
    • User ID
    • API Key (or generate one)

8. 🔌 Connect OnePageCRM to OneShopSYNC

  1. In OneShopSYNC, enter your:
    • OnePageCRM User ID
    • API Key
  2. Click Test Connection

9. ✅ Save Configuration and Optional PayWhirl Setup

Once both connections test successfully, click Save Configuration.

 

🔄 Using PayWhirl for subscriptions?

  • Go to PayWhirl App > Settings > API Tokens
  • Activate tokens (contact support if needed)
  • Generate and save a new API token for use with OneShopSYNC
  • API Version: enter text "2022-04"

10. ⚙️ Final Configuration in OneShopSYNC

  1. Go to the Configuration tab in OneShopSYNC
  2. Set your preferred Mapped Customer Fields
  3. Set your Mapped Deal Fields
  4. Choose a CRM Status Mapping for different Shopify order types
  5. (Optional) Add a Deal Name Prefix
  6. Select your Timezone
  7. Click the OneShopSYNC logo (top left) to return to the home screen
  8. Click SYNC NOW to begin syncing

🎉 You’re Done!

Your Shopify and OnePageCRM accounts will now sync every 10 minutes, automatically. No more manual data entry—just seamless, hands-free integration.

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