Tableau Shopify Connector
In this article you will learn how to integrate Using Shopify Connector you will be able to connect, read, and write data from within Tableau. Follow the steps below to see how we would accomplish that. Driver mentioned in this article is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. |
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Create Data Source in ZappySys Data Gateway based on ZappySys API Driver
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Download and install ZappySys ODBC PowerPack.
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Search for gateway in start menu and Open ZappySys Data Gateway:
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Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
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Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.
ShopifyDSN
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When the Configuration window appears give your data source a name if you haven't done that already, then select "Shopify" from the list of Popular Connectors. If "Shopify" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:
ShopifyDSNShopify -
Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.
Steps to get Shopify Credentials : Access Token [Http]
Setting up your Shopify store account for API access involves creating an "app" for your store. The "app" is installed into the Shopify account and configured with the appropriate access levels for your data integration needs.- Visit https://accounts.shopify.com and log into your Shopify store account.
- After logging in, select the store to connect to with the ZappySys Shopify Connector.
- Select the Settings link (usually in the lower-left corner) to launch the Settings screen.
- On the left menu panel, select Apps and sales channels.
- On the Apps and sales channels screen, select Develop apps (near the top of the screen).
- On the App development screen, select Create an app (near the upper-right corner of the screen).
- Give the app that will be used to provide Shopify API access a name, select the appropriate developer from the App developer drop-down, and then select Create app.
- Select Configure Admin API scopes and the Admin API access scopes screen will appear.
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In the Admin API access scopes screen, select every access scope checkbox that applies to your integration needs. It is generally not a good idea to allow more access than what is needed in order to fulfill your integration needs.
- To enable the reading of customer information, select read_customers.
- To enable the writing of customer information, select write_customers.
- To enable the reading of inventory item information, select read_inventory.
- To enable the writing of inventory item information, select write_inventory.
- To enable the reading of order information, select read_orders.
- To enable the writing of order information, select write_orders.
- Install the app by selecting the Install app button (near the upper-right corner of the screen). If any other prompts for installation appears, select Install.
- After the app is installed, the Admin API access token will be available in the API credentials tab of the page. It can only be revealed ONCE for security purposes. Select Reveal token once to show the new Admin API access token. SAVE THE ADMIN API ACCESS TOKEN IN A SAFE PLACE WHERE YOU HAVE IT CONFIDENTIAL, SECURE, AND NOT ACCESSIBLE TO UNAUTHORIZED INDIVIDUALS. The Admin API access token will be needed in this process later.
- In the ZappySys connector API screen, enter the subdomain of your Shopify store into the Subdomain parameter textbox. For example, if your Shopify URL is https://acmetoys.myshopify.com, the subdomain would be acmetoys.
- In the same screen, enter the Admin API access token saved from step 11 above into the Admin API Access Token textbox. In order to edit the text in this field, select the ellipses (...) button that appears when the textbox is clicked and edit the access token with the dialog box that appears.
- Select the Test Connection button at the bottom of the window to verify proper connectivity with the Shopify store.
- If the connection test succeeds, select OK.
Fill in all required parameters and set optional parameters if needed:
ShopifyDSNAccess Token [Http]https://[$Subdomain$].myshopify.com/admin/api/2023-01Required Parameters Sub-domain Fill in the parameter... Admin API Access Token Fill in the parameter... Optional Parameters RetryMode Fill in the parameter... RetryStatusCodeList Fill in the parameter... RetryCountMax Fill in the parameter... RetryMultiplyWaitTime Fill in the parameter... -
Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
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Click OK to finish creating the data source.
Read data in SQL Server from the ZappySys Data Gateway data source
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To read the data in SQL Server the first thing you have to do is create a Linked Server. Go to SQL Server Management Studio and configure it in a similar way:
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Then click on Security option and configure username we created in ZappySys Data Gateway in one of the previous steps:
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Finally, open a new query and execute a query we saved in one of the previous steps:
SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Products');
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Finally, use this or similar query in a view or stored procedure, which you will be able to use in Tableau. We will create a view to return invoices:
CREATE VIEW vwApiInvoices AS SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Invoices')
Read data in Tableau from SQL Server
Actually, we will be getting data from SQL Server which in turn will be getting data from ZappySys Data Gateway data source. Let's begin and see how to accomplish that:
- Open Tableau Desktop and click File > New
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To create new Connection click More > Microsoft SQL Server > Enter your credentials to connect to SQL Server (in our example before we used tdsuser):
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Once connection is created for SQL Server we can read REST API data 3 different ways:
- Query View which contains OPENQUERY to Linked Server for REST API data
- Use direct SQL Query using OPENQUERY
- Use Stored Procedure (Mostly useful to parameterize calls
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See below example to pull data from REST API in Tableau using SQL View approach:
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Once your data sources are created you can click on Sheet1 and drag fields to create visualizations for Tableau Dashboard:
Passing Parameters to REST API calls in Tableau (Dynamic SQL)
Now let's look at scenario where you have to pass parameters to build Dynamic Dashboard. You can try to insert Parameters in your Direct SQL when you build Dynamic SQL but we found some issues with that so we are going to suggest Stored Procedure approach. For more information on Known issue on Dynamic Metadata Check this post.-
First lets create a stored procedure in SQL Server for Parameter Example. Notice how we added WITH RESULT SETS in the code to describe metadata.
--DROP PROC dbo.usp_GetInvoicesByCountry --GO /* Purpose: Parameterize REST API call via SQL. Call ZappySys Drivers inside SQL Server. */ CREATE PROC dbo.usp_GetInvoicesByCountry @country varchar(100) AS DECLARE @sql varchar(max) --//Escape single ticks carefully SET @sql = 'SELECT OrderID,CustomerID,Country,Quantity FROM $ WITH (Src=''https://services.odata.org/V3/Northwind/Northwind.svc/Invoices?$format=json@filter=Country eq '+ @country +''' ,Filter=''$.value[*]'' ,DataFormat=''OData'' )' DECLARE @sqlFull varchar(max) SET @sqlFull='SELECT * FROM OPENQUERY( LS , ''' + REPLACE( @sql, '''', '''''' ) + ''' )' PRINT @sqlFull --//For DEBUG purpose EXECUTE (@sqlFull) WITH RESULT SETS ( (OrderID int,CustomerID varchar(100),Country varchar(100),Quantity int) --//describe first result. If you don't do this then wont work in Tableau ) GO -- Example call EXEC dbo.usp_GetInvoicesByCountry @country='Germany'
- Once you create a stored procedure go to Tableau datasource and select Database which contains the stored procedure we just created.
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Now find your stored proc and drag it on the datasource pane. You will see parameters UI as below. You can create new parameter - Select New Parameter under Value Column.
- Thats it now you can reuse your parameterized datasource anywhere in Dashboard.
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If you have need to select Parameters from predefined values rather than free text then edit your parameter and select List option. Define values you like to select from as below.
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When you create Tableau Dashboard you will see Parameter dropdown (If you selected List) elase you may see Textbox to enter custom value.
Firewall settings
So far we have assumed that Gateway is running on the same machine as SQL Server. However there will be a case when ZappySys ODBC PowerPack is installed on a different machine than SQL Server. In such case you may have to perform additional Firewall configurations. On most computers firewall settings wont allow outside traffic to ZappySys Data Gateway. In such case perform following steps to allow other machines to connect to Gateway.
Method-1 (Preferred)If you are using newer version of ZappySys Data Gateway then adding firewall rule is just a single click.
- Search for gateway in start menu and open ZappySys Data Gateway.
- Go to Firewall Tab and click Add Firewall Rule button like below. This will create Firewall rule to all Inbound Traffic on Port 5000 (Unless you changed it).
- Search for Windows Firewall Advanced Security in start menu.
- Under Inbound Rules > Right click and click [New Rule] >> Click Next
- Select Port on Rule Type >> Click Next
- Click on TCP and enter port number under specified local port as 5000 (use different one if you changed Default port) >> Click Next
- Select Profile (i.e. Private, Public) >> Click Next
- Enter Rule name [i.e. ZappySys Data Gateway – Allow Inbound ] >> Click Next
- Click OK to save the rule

Create Custom Store Procedure in ZappySys Driver
You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.
Steps to create Custom Store Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
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Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
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Enter the desired Procedure name and click on OK:
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Select the created Store Procedure and write the your desired store procedure and Save it and it will create the custom store procedure in the ZappySys Driver:
Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
CREATE PROCEDURE [usp_get_orders] @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>' AS SELECT * FROM Orders where OrderDate >= '<@fromdate>';
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That's it now go to Preview Tab and Execute your Store Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
Exec usp_get_orders '1996-01-01';
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Let's generate the SQL Server Query Code to make the API call using store procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')
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Now go to SQL served and execute that query and it will make the API call using store procedure and provide you the response.
Create Custom Virtual Table in ZappySys Driver
ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.
Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.
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Go to Custom Objects Tab and Click on Add button and Select Add Table:
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Enter the desired Table name and click on OK:
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And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.
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Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
SELECT "ShipCountry", "OrderID", "CustomerID", "EmployeeID", "OrderDate", "RequiredDate", "ShippedDate", "ShipVia", "Freight", "ShipName", "ShipAddress", "ShipCity", "ShipRegion", "ShipPostalCode" FROM "Orders" Where "ShipCountry"='USA'
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That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
SELECT * FROM "vt__usa_orders_only"
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Let's generate the SQL Server Query Code to make the API call using store procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')
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Now go to SQL served and execute that query and it will make the API call using store procedure and provide you the response.
Conclusion
In this article we discussed how to connect to Shopify in Tableau and integrate data without any coding. Click here to Download Shopify Connector for Tableau and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).
Download Shopify Connector for Tableau
Documentation
Actions supported by Shopify Connector
Shopify Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.Parameter | Description |
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Customer Id(s) - Comma separated |
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Order Id(s) - Comma separated |
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Order Id(s) - Comma separated |
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Product Id(s) - Comma separated |
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Product Id(s) - Comma separated |
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Since Product Id |
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Only Fields to Show |
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Created Before |
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Created After |
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Updated Before |
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Updated After |
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Url |
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Body |
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IsMultiPart |
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Filter |
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Headers |
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Other App Integration scenarios for Shopify
Other Connectors for Tableau
Download Shopify Connector for Tableau
Documentation
How to connect Shopify in Tableau?
How to get Shopify data in Tableau?
How to read Shopify data in Tableau?
How to load Shopify data in Tableau?
How to import Shopify data in Tableau?
How to pull Shopify data in Tableau?
How to push data to Shopify in Tableau?
How to write data to Shopify in Tableau?
How to POST data to Shopify in Tableau?
Call Shopify API in Tableau
Consume Shopify API in Tableau
Shopify Tableau Automate
Shopify Tableau Integration
Integration Shopify in Tableau
Consume real-time Shopify data in Tableau
Consume realtime Shopify API data in Tableau
Shopify ODBC Driver | ODBC Driver for Shopify | ODBC Shopify Driver | SSIS Shopify Source | SSIS Shopify Destination
Connect Shopify in Tableau
Load Shopify in Tableau
Load Shopify data in Tableau
Read Shopify data in Tableau
Shopify API Call in Tableau