import { Callout } from "zudoku/ui/Callout";

# Connect Shopify

How to connect Shopify to 365 business Banking: enter your store name and authorize Business Central at Shopify, with the public app or your own.

**Applies to:** Shopify

## Prerequisites

- A Shopify store with **Shopify Payments** and your Shopify credentials.
- Your store name, for example `mystore` for `mystore.myshopify.com`.
- Pop-ups are allowed for Business Central in the browser. The authorization at Shopify opens in a separate window.

## Step by step

1. Choose the **Search** icon, enter **Bank Accounts** and choose the **Connect Bank Accounts** action. The **Connect Bank Account** wizard opens.
2. Choose **Next**.
3. On the **Choose your banking provider** page, set **Provider** to *Shopify* and choose **Next**.
4. On the **Choose the bank account** page, choose **Create a new bank account** or **Use an existing bank account** and choose **Next**.
5. On the **Name your Shopify store** page, enter the name of your myshopify.com store under **Store Name**. For the public app, leave **Private App (Yes/No)** empty. **Client ID** and **Client Secret** are always in the list. You only need them if you registered an app of your own (see below); otherwise, leave both empty. Choose **Next**.
6. On the **Authorize Business Central with Shopify** page, choose **Continue to authorization** in the window that opens, sign in to Shopify and confirm the installation of the **365 business Banking** app in your store.
7. After successful authorization, a confirmation is shown. Return to Business Central and choose **Finish**.

You enter your Shopify credentials at Shopify; Business Central does not store them.

During the beta phase, 365 business Banking writes technical telemetry about the calls to Shopify, such as the status and the number of attempts. It contains no access tokens, no response texts with transaction data, no query variables and no addresses of your shop.

## Connect with your own (private) app

Besides the **365 business Banking** app, which simplifies connecting, you can use your own app, for example if your policies do not allow third-party apps in the store. Setting up your own app requires more effort.

**Create your own app in Shopify:**

1. Open [https://dev.shopify.com/](https://dev.shopify.com/) and sign in.
2. Choose **Apps** in the left menu and then **Create app**.
3. Under **Start from Dev Dashboard**, enter a name, for example `365 business Banking (Private)`, and choose **Create**.
4. Create a version with these settings:
   - **App URL**: `https://banking.365businessapi.com/api/v1.0/shopify/connect`
   - **Redirect URL**: `https://banking.365businessapi.com/api/v1.0/shopify/callback`
   - **Scopes**: `read_shopify_payments_accounts,read_shopify_payments_payouts`
   - **Optional Scopes**: `read_orders`
   - **API Version**: `2026-01`
5. Choose **Release** and confirm the release.

**In Business Central:** in the **Name your Shopify store** step, enter *Yes* for **Private App (Yes/No)** and the **Client ID** and **Client Secret** of your own app. You enter all three in the same list. If the Client ID or the Client Secret is missing, the next step reports "Your Shopify Connection Setup is invalid. …". Then continue with step 6 as described above.

## Shopify Connection Setup

You open the **Shopify Connection Setup** page on the **Bank Account Card** via **Actions** > **Banking Provider** > **Configuration**. It contains **Store Name**, **Mode** (*Public App* or *Private App*), for a private app **Client ID** and **Client Secret**, the granted **Scopes** and **Is Authenticated**.

## Update the connection

If 365 business Banking installs further functions in your store with a new version, or you want to adjust the connection's permissions, renew the authorization:

1. On the **Bank Account Card**, choose **Actions** > **Banking Provider** > **Configuration**.
2. Choose **Authenticate** and follow the instructions in the browser, as when you first connected.

## Disconnect

On the **Bank Account Card**, choose **Actions** > **Banking Provider** > **Disconnect** and confirm the question "Do you really want to disconnect this bank account from the … banking service?". Business Central deletes the payment service provider's setup for this bank account, including the authorization; transactions that are already imported are kept. To connect the account again later, authorize Business Central with Shopify in the wizard again.

## See also

- [Shopify](../shopify.mdx)
- [Retrieve Shopify transactions](retrieve-transactions.mdx)
