Shopify integration

Connect your Shopify store to Wbiztool and send WhatsApp messages automatically when orders come in and ship. Messages go out from your own connected WhatsApp number.

The app sends three messages:

You can manage everything from the Wbiztool app inside your Shopify admin, or from the Shopify page of the Wbiztool dashboard. Both show the same store, number and messages.

Before you start#

• Access to your Shopify admin to install the app.
• A WhatsApp number on your phone. You can connect it inside Shopify or on WhatsApp settings.

Connect your store#

1. Install the app

   Open Wbiztool on the Shopify App Store, install the app and approve the permissions. To start from Wbiztool instead, click Add a store on the Shopify page, enter your store's address, such as mystore or mystore.myshopify.com, and approve the app in Shopify.

2. Link it to your Wbiztool account

   Which account and workspace the store joins depends on how you install:

   • Logged in to Wbiztool: the store is added to the workspace you're working in. Switch to the right workspace before you install.
   • Logged out, and your store's email already has a Wbiztool account: the app asks you to Finish connecting your store. Click Continue, log in to Wbiztool, and the store is linked to your account.
   • Logged out, and the email is new to Wbiztool: a Wbiztool account is created for you with that email. To log in to the dashboard later, set a password with Forgot password.

3. Open the app in Shopify

   Open Wbiztool from Apps in your Shopify admin. It shows your WhatsApp number, the three messages and your recent orders.

Wbiztool registers the Shopify webhooks it needs when you install. You can connect more than one store to a workspace; each store has its own messages.

Connect your WhatsApp number inside Shopify#

If the app says Connect a WhatsApp number to start sending, click Connect WhatsApp. You can link your number in either of two ways, like WhatsApp Web:

• QR code: on your phone, open WhatsApp → Linked devices → Link a device, and scan the code shown in the app.
• Phone number: choose Use phone number, pick your country and enter your number, then click Get pairing code. On your phone, open Linked devices → Link a device → Link with phone number instead, and type the 8-character code before it runs out. If it does, get a new code.

The app shows Connected once the number is linked. If your number gets logged out, the app shows Your WhatsApp number is disconnected: nothing is sent until you click Reconnect and link it again.

See Connect your WhatsApp number for more on linking numbers.

Set up the messages#

Each message can be turned on or off and edited on its own.

1. Order confirmation

   Turn on Send this message, edit the Message and save. On the Wbiztool dashboard you can also choose Send from: a specific number, or Any connected number.

2. Shipping update

   Turn on Send this message, edit the Message and save. It's sent from the same number as the order confirmation.

3. New order alert

   Add the WhatsApp numbers that get the alert, with country code (up to 20). The alert is on while at least one number is saved; remove them all to turn it off. Edit the Message and save.

Messages can be up to 3,000 characters. On the dashboard, the workspace owner and editors can change them; analysts can only view.

If the number you picked isn't connected when an order arrives, the message is sent from another connected number in your workspace. If no number is connected, the message is skipped.

Order messages use your workspace's messages like any other message. When the workspace has none left, they aren't sent until you upgrade your plan or it renews, and the app and the dashboard's Shopify page say so. The workspace's creator is also alerted by email and WhatsApp, at most once every 3 days.

Templates and variables#

Default messages:

Click a variable while editing to add it where the cursor is. The dashboard also shows a Preview with an example order.

Example order confirmation:

Hi {{ customer_name }}, thanks for your order #{{ order_number }} of {{ current_total_price }} at {{ shop_name }}.

For an order from Aman at a store called My Store, the customer receives:

Hi Aman, thanks for your order #1042 of 499.00 at My Store.

Customer phone numbers#

For customer messages, Wbiztool uses the first phone number it finds on the order, in this order: the order phone, the customer's phone, the shipping address phone, then the billing address phone.

If the number has no country code, Wbiztool adds the one for the order's country (the shipping address, else the billing address, else the customer's address) and drops the local leading 0, so 098451 06244 on an order to India becomes 919845106244. Numbers that already start with a country code are kept as they are.

If an order has no phone number, the customer messages are skipped. Make phone numbers required or collect them at checkout to reach every customer.

Each order gets at most one order confirmation and one shipping update, even when Shopify sends the same event more than once.

Remove or reinstall the app#

If you uninstall the app, Shopify stops sending orders to Wbiztool and nothing is sent. Your messages and settings are kept: reinstall the app to start again, in the same workspace.

Customer data and privacy#

To send the messages, Wbiztool keeps the orders Shopify sends it (with the customer's name, email, phone and addresses) and the WhatsApp messages it sent. Each customer's number is also saved as a contact in your workspace.

Shopify passes customers' privacy requests on to Wbiztool, and Wbiztool handles them automatically:

Troubleshooting#