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When a contact’s email matches a customer in one of your connected Shopify stores, the inbox sidebar automatically displays their Shopify profile and recent orders. No extra setup beyond the store connection is needed — the read_customers scope enables this.

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What reps see

The sidebar shows a Shopify section for each connected store where the contact’s email matches a customer record.

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Customer profile

  • Customer name and email
  • Number of orders placed
  • Account creation date
  • Direct link to the customer’s page in Shopify Admin

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Order history

For each recent order (up to 50 per store):
  • Order number and status (e.g. fulfilled, unfulfilled, partially fulfilled)
  • Line items with product names and quantities
  • Fulfillment and tracking information
  • Order creation date
  • Direct link to the order in Shopify Admin
Reps can click the customer or order links to jump directly into the Shopify Admin for actions that the integration doesn’t handle — refunds, order edits, customer notes, etc.

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Multi-store display

If the contact matches customers in multiple connected stores, the sidebar shows a separate section per store. Each section is labeled with the store’s Shopify domain so reps can tell them apart at a glance.

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How matching works

OpenCX matches the contact’s email against Shopify’s customer email. If there is no match:
  • The sidebar section is empty (no error shown).
  • Make sure the contact has an email set in OpenCX and that the same email exists as a customer in your Shopify store.
Contact metadata is cached for 1 minute to keep the sidebar responsive. If you update a customer or order in Shopify, the change appears in the inbox within a minute on the next sidebar load.

Connect Store

Ensure the read_customers scope is enabled.

AI Actions

What the AI can do with your store data during conversations.

Shopify Overview

Full integration capabilities at a glance.

Troubleshooting

Sidebar empty, customer not found, stale data.