Shopify Connector for UiPath

Read and write Shopify data effortlessly. Integrate, manage, and automate customers, orders, products, and inventory — almost no coding required.

In this article you will learn how to quickly and efficiently integrate Shopify data in UiPath without coding. We will use high-performance Shopify Connector to easily connect to Shopify and then access the data inside UiPath.

Let's follow the steps below to see how we can accomplish that!

Download Documentation

Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Shopify using UiPath we first need to create a DSN (Data Source) which will access data from Shopify. We will later be able to read data using UiPath. Perform these steps:

  1. Download and install ODBC PowerPack.

  2. Open ODBC Data Sources (x64):

    Open ODBC Data Source
  3. Create a User data source (User DSN) based on ZappySys API Driver:

    ZappySys API Driver
    Create new User DSN for ZappySys API Driver
    • Create and use User DSN if the client application is run under a User Account. This is an ideal option in design-time, when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit.
    • Create and use System DSN if the client application is launched under a System Account, e.g. as a Windows Service. Usually, this is an ideal option to use in a production environment. Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.
  4. 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:

    ShopifyDSN
    Shopify
    ODBC DSN Template Selection
  5. 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.

    Shopify authentication

    Method: Admin API Access Token (Recommended for Single-Store Connections)

    This method uses a permanent Admin API Access Token generated from a "Custom App" within your Shopify Admin. This is the simplest way to connect if you are only integrating with your own store.

    Quick Setup Summary:

    • Log in to your Shopify Admin and click Settings (the gear icon in the bottom left).
    • Select Apps from the left-side settings menu.
    • Click the Develop apps button at the top right of the page.
    • Open your app (or create a new one) and configure the necessary Admin API access scopes.
    • Click Install app. Once installed, navigate to the API credentials tab.

    Important: Your Admin API access token (shpat_xxx) is only revealed once. Please copy and store it securely immediately after clicking "Reveal token once."

    Note: If you are using the Shopify Dev Dashboard (via a Partner Account), you must use the OAuth Authorization Code Grant method, as those apps do not issue permanent 'shpat' tokens.

    Video Tutorial: How to Get Admin API Access Token in Shopify?

    Part 1: Create and Configure the Shopify App

    1. Visit https://accounts.shopify.com and log into your Shopify store account.
    2. After logging in, select the store you wish to connect to.
    3. Select Settings (gear icon in the lower-left corner) to launch the Settings screen.
    4. On the left menu panel, select Apps. (Note: Sales channels are now managed in a separate menu item).
    5. On the Apps page, select Develop apps (near the top right of the screen).
      Note: If this is your first time accessing this section, you may need to click "Allow custom app development" to proceed.
    6. On the App development screen, select Create an app.
    7. Give the app a name (e.g., "ZappySys Connector"), select the appropriate developer from the drop-down, and select Create app.
    8. Click Configure Admin API scopes.
    9. In the Admin API access scopes screen, select the checkboxes based on which features you plan to use:
      • For Customers: read_customers, write_customers
      • For Orders: read_orders, write_orders
      • For Products: read_products, write_products
      • For Inventory: read_inventory, write_inventory
      • For Locations: read_locations
      • For Payouts/Analytics: read_all_orders or read_analytics

      Important: If you select fewer scopes than required, some connector features will not work. To ensure full functionality, select both read and write permissions for the resources you need to access.

    10. After selecting your scopes, click Save at the top or bottom of the page.
    11. Install the app by clicking the Install app button (upper-right corner). If prompted, confirm by selecting Install.

    Part 2: Get Admin API Access Token

    1. Once the app is installed, you will be taken to the API credentials tab.
    2. Look for the Admin API access token section. Select Reveal token once to show the token (it starts with shpat_).
    3. IMPORTANT: Copy and save this token immediately in a secure location. You cannot view it again after leaving this page.

      Reveal Token Screenshot

      Note: You may also see an API Key or Secret Key in this section; these are not required for this specific authentication method. Use only the Admin API access token.

    Part 3: Configure the ZappySys Connector

    1. Open the ZappySys connector configuration screen.
    2. Enter Subdomain: Enter the unique subdomain of your Shopify store into the Subdomain parameter textbox.

      How to find your Subdomain:

      If you use a custom domain (e.g., www.my-store.com), you must still use your internal Shopify subdomain:

      • Method 1 (Admin URL): While logged into Shopify, check your browser address bar.
        • If the URL is admin.shopify.com/store/my-unique-slug, your subdomain is my-unique-slug.
        • If the URL is my-unique-slug.myshopify.com/admin, your subdomain is my-unique-slug.
      • Method 2 (Domains Setting): Go to Settings > Domains. Look for the "Primary domain for the online store" or the fallback domain ending in .myshopify.com. The part before the dots is your subdomain.
    3. Enter Access Token: Paste the shpat_xxx token you saved in Step 14 into the Admin API Access Token textbox.
      Tip: Click the ellipses (...) button inside the textbox to open a larger dialog for easier pasting.
    4. Click Test Connection to verify the settings.
    5. If the test is successful, click OK to save the configuration.
    API Connection Manager configuration

    Just perform these simple steps to finish authentication configuration:

    1. Set Authentication Type to Admin Access Token (Custom App) [Http]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Finally, hit OK button:
    ShopifyDSN
    Shopify
    Admin Access Token (Custom App) [Http]
    https://[$Subdomain$].myshopify.com/admin/api/2025-01
    Required Parameters
    Sub-domain Fill-in the parameter...
    Admin API Access Token Fill-in the parameter...
    Optional Parameters
    RetryMode RetryWhenStatusCodeMatch
    RetryStatusCodeList 429
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN HTTP Connection Configuration
    Shopify authentication

    Authenticate using OAuth 2.0 Authorization Code Flow (3-legged). Use this for apps built in the Dev Dashboard (https://dev.shopify.com). This is the primary OAuth flow supported for public apps and apps created in the Dev Dashboard.

    Method: OAuth Authorization Code Grant (3-Legged)

    This method is for apps built in the Shopify Dev Dashboard. Use this if you are a Partner or developer building a multi-store integration.

    Note: If you are connecting to your own single store, the Admin Access Token method is significantly simpler. Use this OAuth method only if your integration specifically requires a Client ID and Secret.

    Part 1: Create and Configure App in Dev Dashboard

    1. Log in to the Shopify Dev Dashboard using your Partner account.
    2. Click Apps in the left menu, then click Create app.
    3. Select Start from Dev Dashboard (manual setup) and give your app a name.
    4. Step 1: Configure Scopes and URLs via "Versions"
      • Click the Versions tab at the top of the app screen.
      • Click Create version (or edit the Draft).
      • In the URLs section, enter https://zappysys.com/oauth into Allowed redirection URL(s).
      • Select your Admin API scopes based on which features you plan to use:
        • For Customers: read_customers, write_customers
        • For Orders: read_orders, write_orders
        • For Products: read_products, write_products
        • For Inventory: read_inventory, write_inventory
        • For Locations: read_locations
        • For Payouts/Analytics: read_all_orders or read_analytics

        Important: If you select fewer scopes than required, some connector features will not work. To ensure full functionality, select both read and write permissions for the resources you need to access.

      • Click Release (top right). Note: Settings only become active once a version is Released.
    5. Step 2: Set Distribution Method
      • Click Distribution in the left-side menu.
      • Select Custom Distribution.
      • Enter your Shopify store URL (e.g., your-store.myshopify.com) and click Generate link.
      • Action Required: Copy the generated install link, open it in your browser, and follow the prompts to install/unlock the app for your store. You must complete this step before testing the connection in ZappySys.

    Part 2: Get Client Credentials

    1. Click on Settings in the left-side navigation of your app.
    2. In the Client credentials section, copy the Client ID and Client Secret (click the eye icon to reveal).

    Part 3: Configure the ZappySys Connector

    1. Open the ZappySys connector and select OAuth Authorization Code Grant (3-legged).
    2. Subdomain: Enter your store handle (the part before .myshopify.com).
    3. Client ID / Secret: Paste the credentials from Steps 6 and 7.
    4. Redirect URI: Enter https://zappysys.com/oauth.
    5. Click Test Connection. You will be prompted to authorize the app in your browser.

    Note on Tokens: Successful authorization generates an "Offline" Access Token (starting with shpca_). This token does not expire and does not require a refresh token.

    Troubleshooting: If you see "App no longer available," ensure you have completed the Distribution step and followed the Install Link in Step 5 to unlock the app for your store.

    API Connection Manager configuration

    Just perform these simple steps to finish authentication configuration:

    1. Set Authentication Type to OAuth Authorization Code Grant (3-legged) - RECOMMENDED [OAuth]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Press Generate Token button to generate the tokens.
    5. Finally, hit OK button:
    ShopifyDSN
    Shopify
    OAuth Authorization Code Grant (3-legged) - RECOMMENDED [OAuth]
    https://[$Subdomain$].myshopify.com/admin/api/2025-01
    Required Parameters
    Redirect URI (***Must match App Settings***) Fill-in the parameter...
    ODBC DSN OAuth Connection Configuration

  6. Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:

    ZappySys API Driver - Shopify
    Read and write Shopify data effortlessly. Integrate, manage, and automate customers, orders, products, and inventory — almost no coding required.
    ShopifyDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API
  7. Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in UiPath to retrieve data from Shopify. Hit OK button to use this query in the next step.

    SELECT * FROM Products
    Configure table/endpoint parameters in ODBC data source based on API Driver
    Some parameters configured in this window will be passed to the Shopify API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful data much faster.
  8. Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in UiPath:

    ZappySys API Driver - Shopify
    Read and write Shopify data effortlessly. Integrate, manage, and automate customers, orders, products, and inventory — almost no coding required.
    ShopifyDSN
    SELECT * FROM Products
    API ODBC Driver-based data source data preview
    You can also access data quickly from the tables dropdown by selecting <Select table>.
    A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the Shopify API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Shopify servers).
  9. Click OK to finish creating the data source.

Video Tutorial

Read Shopify data in UiPath Studio (workstation)

Here we will be reading Shopify data on your workstation. To accomplish that we will create and run UiPath process package locally. Later on, we'll explore how to publish the package to Orchestrator and run it remotely. For now, let's focus on working locally and get started!

  1. Open UiPath Studio.

  2. Before we really begin the work, make sure UiPath Studio is set as your profile (blue application icon).

  3. In case, it is set to UiPath StudioX, you can change it in UiPath StudioX Settings:

    Choosing UiPath Studio profile

    Simply select UiPath Studio option:

    Choosing UiPath Studio profile
  4. Start by creating a new project based on UiPath Process template:

    Creating new process in UiPath Studio to import ODBC data
  5. Add Run Query activity in Main Sequence box:

    Adding ODBC data source in UiPath Studio
  6. Click Configure Connection... button to create an ODBC connection:

    Configuring ODBC data source in UiPath in Run Query activity
  7. Continue by clicking Connection Wizard:

    Using connection wizard to setup ODBC source in UiPath Studio
  8. When the window opens, select ODBC-based driver, provider, and then choose ODBC data source:

    ShopifyDSN
    ShopifyDSN
    Choosing ODBC DSN in UiPath Studio connection wizard
    You can also select Use connection string option and use whole ODBC connection string instead. Obtain the connection string by pressing Copy Settings button in your data source configuration.
  9. Once you do that, it's time to configure a SQL query:

    Inputting SQL query for ODBC data source in UiPath Studio
    Make sure, you enclose the query in double quotes!
  10. Proceed by adding a Write CSV activity after Run Query:

    Adding Write CSV activity to write ODBC data in UiPath
    In this article we are using Write CSV, but you can freely add any other destination of your choice, e.g. Write DataTable to Excel.
  11. Once you do that, configure the added Write CSV, this will write Shopify data to a CSV file:

    Configuring Write CSV activity to write ODBC data in UiPath
  12. It's time for fun! Which means it's time for debugging! Just run the package locally to debug:

    Running UiPath process package to get ODBC data
  13. Finally, ensure there are no execution errors!

    Successful UiPath package debugging

Run UiPath package using Orchestrator (via robot)

UiPath also offers the ability to execute packages remotely using Orchestrator and a robot. This is achieved by publishing the package to UiPath Orchestrator, installing UiPath Assistant on the remote machine, connecting it to Orchestrator, enabling us to run the package remotely. It may sound complicated at first glance, but further steps will clear things out. Let's not waste our precious time and delve into the details!

Publish process package from UiPath Studio

  1. First of all, open the UiPath process package we created in the previous step
  2. Set the option that our process package Starts in Background: Marking UiPath process package to start in background
  3. We are ready to Publish it: Publishing UiPath process package to read ODBC data
  4. Make sure, you publish it to the Shared folder in UiPath Orchestrator Tenant workspace: Setting package publishing path in UiPath Studio
  5. Finally, success! We are ready for the next step - creating UiPath robot - so we can automate the job: Great news! The UiPath package is now published

Create robot in UiPath Orchestrator

  1. First of all, let's open UiPath Orchestrator from UiPath Automation Cloud console: Opening UiPath Orchestrator
  2. It's time to create a robot, which will run unattended packages: Creating unattended setup in UiPath Orchestrator
  3. But first we have to create a runtime. Choose to host our robot on-premise, not in UiPath infrastructure: Creating self-hosted robot in UiPath Orchestrator
  4. Let's move along and Create new machine template, this will create a machine in UiPath Orchestrator: Creating new machine template in UiPath Orchestrator
  5. Configure the machine to run in Production environment: Adding machine template in UiPath Orchestrator
  6. We are ready to Create new robot account in the new machine: Creating new robot account in UiPath Orchestrator
  7. Let's make our robot to work only on background automations: Configuring new robot account in UiPath Orchestrator
  8. Continue by selecting newly created robot: Selecting robot account in UiPath Orchestrator
  9. Select Shared folder, so that everyone in the team can benefit from it: Selecting folder for robot in UiPath Orchestrator
    This is the folder where we published our UiPath process package "MyProcess"
  10. We are almost done! We are given machine Client ID and Client secret which we will use to connect UiPath Assistant to our created machine in Orchestrator. Let's leave this open for a while and see how we can do it in the next step. Configuring machine template, Client ID, and Secret in UiPath Orchestrator

Connect UiPath Assistant to Orchestrator

We are ready to connect UiPath Assistant to the machine we created in Orchestrator. UiPath Assistant will run our package in a remote machine. Let's connect it and give it some work!

  1. Connect to a remote machine (where your UiPath process package will be running).
  2. Install UiPath Studio there.
  3. Then configure ODBC data source:

    If you chose Use user or system data source option in connection configuration, when creating UiPath process package, then create an identical ODBC data source on the same remote machine. Use the same configuration as the one created in your workstation in the first step.

    Use Copy Settings and Load Settings buttons to make your life easier. They will help you to transfer settings between different ODBC data sources.

    If you chose Use connection string option, then you don't have to do anything. However, you still have to install ODBC PowerPack on the remote machine.

  4. Continue by opening UiPath Assistant and going to Preferences: Configuring UiPath Assistant to read ODBC data
  5. Find Orchestrator Settings menu item and click it: Configuring Orchestrator settings in UiPath Assistant
  6. And here even bigger fun begins! But fear not, all you have to do is open your web browser window with Client ID & Client secret we obtained in the previous step and simply copy and paste those values into UiPath Assistant. Also, don't forget to configure Orchestrator URL: Configuring Client ID and Secret in UiPath Assistant
  7. Finally, we get rewarded for the hard work with the Connected as Unattended status: Successfully connecting UiPath Assistant to get ODBC data

Create and run UiPath process in Orchestrator

We are at the finish line! Let's create and run UiPath process. This will execute the package on your remote machine using the UiPath Assistant configured earlier.

  1. First of all, open UiPath Orchestrator from UiPath Automation Cloud console.
  2. Then proceed by going to Process in Shared folder: Going to Processes to create UiPath process
  3. Continue by simply clicking on Add process button: Creating UiPath process in UiPath Orchestrator
  4. Select the process package we created in UiPath Studio: Selecting UiPath package in UiPathp process
  5. Rest a while, and just hit Next, unless your package has requirements: Configuring UiPath package requirements (optional)
  6. Then simply hit Create button: Naming UiPath process and setting priority
  7. But let's not stop here and Start the process by creating a job right away: Finishing creating UiPath process to get Shopify Data
  8. Use the same Production runtime we created before and hit Start: Starting UiPath job
  9. We've reached the final step! In the CSV destination file or destination of your choice you should see Shopify data: Successfully running UiPath job

Centralized data access via Data Gateway

In some situations, you may need to provide Shopify data access to multiple users or services. Configuring the data source on a Data Gateway creates a single, centralized connection point for this purpose.

This configuration provides two primary advantages:

  • Centralized data access
    The data source is configured once on the gateway, eliminating the need to set it up individually on each user's machine or application. This significantly simplifies the management process.
  • Centralized access control
    Since all connections route through the gateway, access can be governed or revoked from a single location for all users.
Data Gateway
Local ODBC
data source
Simple configuration
Installation Single machine Per machine
Connectivity Local and remote Local only
Connections limit Limited by License Unlimited
Central data access
Central access control
More flexible cost

If you need any of these requirements, you will have to create a data source in Data Gateway to connect to Shopify, and to create an ODBC data source to connect to Data Gateway in UiPath.

Let's not wait and get going!

Creating Shopify data source in Gateway

In this section we will create a data source for Shopify in Data Gateway. Let's follow these steps to accomplish that:

  1. Search for gateway in Windows Start Menu and open ZappySys Data Gateway Configuration:

    Opening Data Gateway
  2. Go to Users tab and follow these steps to add a Data Gateway user:

    • Click Add button
    • In Login field enter username, e.g., john
    • Then enter a Password
    • Check Is Administrator checkbox
    • Click OK to save
    Data Gateway - Adding User
  3. Now we are ready to add a data source:

    • Click Add button
    • Give Datasource a name (have it handy for later)
    • Then select Native - ZappySys API Driver
    • Finally, click OK
    ShopifyDSN
    ZappySys API Driver
    Data Gateway - Adding data source
  4. When the ZappySys API Driver configuration window opens, configure the Data Source the same way you configured it in ODBC Data Sources (64-bit), in the beginning of this article.

  5. Very important step. Now, after creating or modifying the data source make sure you:

    • Click the Save button to persist your changes.
    • Hit Yes, once asked if you want to restart the Data Gateway service.

    This will ensure all changes are properly applied:

    ZappySys Data Gateway - Save Changes
    Skipping this step may result in the new settings not taking effect and, therefore you will not be able to connect to the data source.

Creating ODBC data source for Data Gateway

In this part we will create ODBC data source to connect to Data Gateway from UiPath. To achieve that, let's perform these steps:

  1. Open ODBC Data Sources (x64):

    Open ODBC Data Source
  2. Create a User data source (User DSN) based on ODBC Driver 17 for SQL Server:

    ODBC Driver 17 for SQL Server
    Create new User DSN for ODBC Driver 17 for SQL Server
    If you don't see ODBC Driver 17 for SQL Server driver in the list, choose a similar version driver.
  3. Then set a Name of the data source (e.g. Gateway) and the address of the Data Gateway:

    GatewayDSN
    localhost,5000
    ODBC driver for SQL Server - Setting hostname and port
    Make sure you separate the hostname and port with a comma, e.g. localhost,5000.
  4. Proceed with authentication part:

    • Select SQL Server authentication
    • In Login ID field enter the user name you used in Data Gateway, e.g., john
    • Set Password to the one you configured in Data Gateway
    ODBC driver for SQL Server - Selecting SQL Authentication
  5. Then set the default database property to ShopifyDSN (the one we used in Data Gateway):

    ShopifyDSN
    ODBC driver for SQL Server - Selecting database
  6. Continue by checking Trust server certificate option:

    ODBC driver for SQL Server - Trusting certificate
  7. Once you do that, test the connection:

    ODBC driver for SQL Server - Testing connection
  8. If connection is successful, everything is good:

    ODBC driver for SQL Server - Testing connection succeeded
  9. Done!

We are ready to move to the final step. Let's do it!

Accessing data in UiPath via Data Gateway

Finally, we are ready to read data from Shopify in UiPath via Data Gateway. Follow these final steps:

  1. Go back to UiPath.

  2. Add Run Query activity in Main Sequence box:

    Adding ODBC data source in UiPath Studio
  3. Click Configure Connection... button to create an ODBC connection:

    Configuring ODBC data source in UiPath in Run Query activity
  4. Continue by clicking Connection Wizard:

    Using connection wizard to setup ODBC source in UiPath Studio
  5. When the window opens, select ODBC-based driver, provider, and then choose ODBC data source:

    GatewayDSN
    GatewayDSN
    Choosing ODBC DSN in UiPath Studio connection wizard
    You can also select Use connection string option and use whole ODBC connection string instead. Obtain the connection string by pressing Copy Settings button in your data source configuration.
  6. Read the data the same way we discussed at the beginning of this article.

  7. That's it!

Now you can connect to Shopify data in UiPath via the Data Gateway.

If you are asked for authentication details, use Database authentication or SQL Authentication option and enter credentials you used when configuring Data Gateway, e.g. john and your password.

Actions supported by Shopify Connector

Learn how to perform common Shopify actions directly in UiPath with these how-to guides:

Conclusion

In this article we showed you how to connect to Shopify in UiPath and integrate data without any coding, saving you time and effort.

We encourage you to download Shopify Connector for UiPath and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Shopify Connector for UiPath Documentation

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