Shopify App Creation Steps

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Steps to Create Custom App and Retrieve Client credentials

This section explains how to create a Shopify Admin app using the Shopify Dev Dashboard.

Prerequisites

  • Shopify store admin access
  • Access to Shopify Dev Dashboard
  • App is created as an Admin App

Step 1: Open Shopify Dev Dashboard

You will need Shop owner permissions or Full Admin access to access this page. Please reach out to Shopify support in case you face issues.

Step 2: Click Create app

On the Apps page, click the Create app button on the top-right.
You will see two options:
  • Start with Shopify CLI
  • Start from Dev Dashboard
Select Start from Dev Dashboard.
  • Enter App name as Saras Pulse
  • Click on Create

Step 3: Configure App Details

After app creation, you will land on the Versions configuration page.

3.1 App URLs

Fill the following:
  • App URL: Your store URL
  • Embed app in Shopify admin: False

3.2 Configure Access Scopes

Add the required Admin API scopes based on data requirements.
  • Copy the scopes below and paste in the editor window
read_orders,read_merchant_managed_fulfillment_orders,read_assigned_fulfillment_orders,read_draft_orders,read_customers,read_products,read_shopify_payments_payouts,read_locations,read_inventory,read_gift_cards,read_shipping,read_price_rules,read_all_orders

Step 4: Release the App Version

Once configuration is complete, click Release.
A modal appears:
  • Version name: Optional
  • Version message: Optional
Click Release to activate the version.

Note: You can always create and release a new version of the app and edit/add new settings.


Step 5: Install the App on Store

Click Install app from the App Home screen.
  • Select the shopify store you want to install in.
  • Approve requested scopes on the Shopify store.
  • Once installed, the app can access Admin APIs as per granted scopes.

You can use the same app to install in multiple stores. To install in additional store just click Install and select the next store. The client credentials will remain the same.


Step 6: Retrieve API Credentials

Navigate to:
Settings → Credentials
You will see:
  • Client ID
  • Client Secret
Please copy them and share with our support team - support@sarasanalytics.com
 

We are currently working on registering Saras as a service provider to make the setup process simpler and more secure. We appreciate your patience during this period.


Table - Scope Mapping

TableName Scope Required
orders read_orders
transactions read_orders, read_shopify_payments_payouts
refunds read_orders
fulfillment_orders read_merchant_managed_fulfillment_orders/read_assigned_fulfillment_orders
fulfillment_events read_orders
tender_transactions read_orders
draft_orders read_draft_orders
customers read_customers
customer_address read_customers
events -
products read_products
payouts read_shopify_payments_payouts
balance_transactions read_shopify_payments_payouts
collects read_products
custom_collections read_products
smart_collections read_products
abandoned_checkouts read_orders
policies -
countries -
shop -
locations read_locations
inventory_levels read_inventory
inventory_items read_inventory
gift_cards read_gift_cards (Reach out to Shopify Merchant Success Manager)
users read_users (Reach out to Shopify Merchant Success Manager)
carrier_services read_shipping
price_rules read_price_rules
disputes read_shopify_payments_payouts
order_customerjourneysummary read_orders, read_marketplace_orders, read_all_orders(if you need data for orders placed before 2 months)