Overview
The Shopify-ClickBank integration is ideal for sellers who are currently using Shopify as their primary e-commerce platform. It allows sellers to send all ClickBank orders and customer data back to Shopify without requiring a third party integration. The integration is free, simple to set up, and easy to manage.
NOTE: To integrate your ClickBank account with Shopify, you must have an approved ClickBank product.
This article contains the following sections:
- How to Create a ClickBank App in Shopify
- How to Connect ClickBank to Shopify
- How to Add Products to a Shopify Integration
- How to Remove Products From a Shopify Integration
- How to Sync Refunds Between ClickBank and Shopify
- How to Sync Inventory Between ClickBank and Shopify
- How to Use the Manual Order Sync Tool
- How to Delete a Shopify Integration
- Shopify Integration FAQ
- Additional Resources & Related Articles
How to Create a ClickBank App in Shopify
Step 1: Log in to your Shopify account.
Step 2: Select the Shopify store you want to integrate with ClickBank.
Step 3: Select the Apps tab.
Step 4: Click App and sales channel settings.
Step 5: Click Develop apps for your store.
Step 6: Click Allow custom app development. NOTE: This step is only relevant if you have never developed a custom Shopify app.
Step 7: After reviewing the information, click Allow custom app development. NOTE: Once you enable custom app development, the action cannot be undone.
Step 8: Click Create an app.
Step 9: Enter a name for your app in the App name field and click Create app.
NOTE: We recommend naming the app something indicative of ClickBank and the account nickname you’re integrating.
Step 10: Click Configure Admin API scopes.
Step 11: From the Orders section, select write_orders and read_orders.
Step 12: From the Products section, select read_products.
Step 13: At the top of the page, click Save.
Step 14: Under the API credentials tab, click Install app in order to retrieve your API access token.
Step 15: In the Install modal, click Install.
Step 16: Before revealing your API access token, open a word processing application to save the code in. You will only be able to reveal this code once. After that, you cannot view or access it.
Step 17: Click Reveal token once to reveal your API access token code.
Step 18: Copy the code by clicking the clipboard icon and paste into your word processing application.
How to Connect ClickBank to Shopify
Step 1: Log in to your ClickBank account.
Step 2: Select the Accounts tab.
Step 3: Click the account nickname that you want to integrate with Shopify.
Step 4: Click Vendor Settings and then My Products.
Step 5: Click Shopify API.
Step 6: Enter in your Shopify API access token into the Shopify Access Token field. Then, enter in your Shopify URL handle.
NOTE: Your Shopify URL handle is the identifier that comes before the “myshopify” portion of the URL.
Step 7: Indicate whether or not you wish to decrement inventory on Shopify based on your ClickBank order by checking the Decrement inventory in Shopify box. By default this box is unchecked. The decrement inventory option sends order data to your Shopify inventory.
Syncing your inventory between ClickBank and Shopify will prevent ClickBank products that are out of stock from being synced with your Shopify store. This ensures that your Shopify inventory quantities are updated based on what is being sold through ClickBank as well as Shopify.
If you do not manage your inventory in Shopify, do not check this box because it could prevent orders from syncing.
Step 8: Indicate whether or not you want Shopify to notify ClickBank when an order has shipped by leaving the box checked or unchecking the box if you do not want Shopify to let ClickBank know.
If you opt to leave the box checked, you can select below whether or not you want ClickBank to notify your customers when an order has shipped and whether or not you want to receive shipping notifications from ClickBank.
NOTE: This option only applies to physical products. All notifications sent to you from ClickBank will be sent to the transactional email affiliated with this particular account nickname.
Step 9: Indicate whether or not you want to sync your ClickBank refunds with Shopify by checking or unchecking the Sync refunds with Shopify box. Syncing your refund data in Shopify ensures that your order data is correct and your order status will match between the two platforms. This helps prevent any fulfillment or customer service conflicts.
Step 10: Click Test. When the connection is made, an on-screen Success! message will appear. If the connection is not made, you will receive an error message with further information. If the connection is successful, you will receive a test order from ClickBank in your Shopify store. This order is a test order and does not impact your Shopify operations at all. You can delete it or archive it, depending on your preferences. It will not impact your reporting.
Note: The connection is not complete at this time! Continue following the steps below to complete the connection.
Step 11: Click Save.
Note: The connection is not complete at this time! Continue following the steps below to complete the connection.
Step 12: Return to your My Products table. Click Shopify API again.
Step 10: Click Activate.
Step 11: Confirm activation by clicking Activate again. This completes the Shopify-ClickBank connection.
How to Add Products to a Shopify Integration
Step 1: Log in to your ClickBank account.
Step 2: Select the Accounts tab.
Step 3: Click the account nickname that you want to integrate with Shopify.
Step 4: Click Vendor Settings and then My Products.
Step 5: Select the product that you want to add to the integration from your product table and click the kebab icon. Then click Shopify Integration.
Step 6: Select the appropriate product from the dropdown menu and enter the quantity that it is being sold via ClickBank.
Step 7: If you have selected a product with a recurring element from your product table, check the box to indicate whether or not you want to use the same Shopify product for the one-time and recurring components of your product. If you don’t want to use the same product, enter the same information for the recurring element of the product.
Step 8: If you are using a physical product for the subscription aspect of your order, you can select to have Shopify fulfill that order by checking the Send the Recurring Order to Shopify for fulfillment box. If you DO NOT wish to send recurring physical products to Shopify for fulfillment, do not check the box.
When you check this box, you must specify which connected Shopify product you wish to send and how many.
Step 9: Click Save.
How to Remove Products From a Shopify Integration
Step 1: Log in to your ClickBank account.
Step 2: Select the Accounts tab.
Step 3: Click the account nickname that you want to integrate with Shopify.
Step 4: Click Vendor Settings and then My Products.
Step 5: Select the product that you want to add to the integration from your product table and click the kebab icon. Then click Shopify Integration.
Step 6: Click More Options and then select Delete Product Connection.
How to Sync Refunds Between ClickBank and Shopify
During the integration, or after you have already integrated, you can sync refunds between ClickBank and Shopify. Syncing your refund data in Shopify ensures that your order data is correct and your order status will match between the two platforms. This helps prevent any fulfillment or customer service conflicts.
To sync your refunds between Shopify and ClickBank as soon as you integrate, check the Sync refunds with Shopify box. NOTE: If this box is unchecked you must manually update orders in Shopify every time a refund is requested through ClickBank.
To edit your settings to sync your refunds, follow these instructions.
Step 1: Log in to your ClickBank account.
Step 2: Select the Accounts tab.
Step 3: Click the account nickname that is integrated with Shopify.
Step 4: Click Vendor Settings and then My Products.
Step 5: Click Shopify API.
Step 6: Check or uncheck the Sync refunds with Shopify box. Then, click Save.
How to Sync Inventory Between ClickBank and Shopify
You can sync your inventory using the Decrement inventory on Shopify option. This can be selected during the integration between Shopify and ClickBank, or after the integration by editing your integration settings.
Syncing your inventory between ClickBank and Shopify will prevent ClickBank products that are out of stock from being synced with your Shopify store. This ensures that your Shopify inventory quantities are updated based on what is being sold through ClickBank as well as Shopify.
If you do not manage your inventory in Shopify, do not check this box because it could prevent orders from syncing.
If you do not track your inventory in Shopify or on ClickBank, this option will not impact you. However, if you are tracking your inventory on Shopify, check this box in order to keep your inventory accurate.
NOTE: If you want to be able to sync orders regardless of your inventory quantity on Shopify, make sure you select the Continue selling when out of stock option in your Shopify product so your orders will continue to sync even if your inventory indicates that you are out of stock in Shopify. However, make sure to monitor this because ClickBank will continue to process orders regardless of your inventory on Shopify.
To sync your inventory during the integration, check the Decrement inventory on Shopify box. To sync your inventory after the integration, follow these instructions:
Step 1: Log in to your ClickBank account.
Step 2: Select the Accounts tab.
Step 3: Click the account nickname that is integrated with Shopify.
Step 4: Click Vendor Settings and then My Products.
Step 4: Click Shopify API.
Step 5: Check or uncheck the Decrement inventory in Shopify box. Then, click Save.
How to Delete a Shopify Integration
Step 1: Log in to your ClickBank account.
Step 2: Select the Accounts tab.
Step 3: Click the account nickname that is integrated with Shopify.
Step 4: Click Vendor Settings and then My Products.
Step 5: Click Shopify API.
Step 6: Click More Options and then select Delete Shopify Integration.
Step 7: Confirm deletion by clicking Delete API.
How to Use the Manually Order Sync Tool
Once you have completed the integration flow, you can click the Shopify API link on your My Products page to access the Manually Order Sync tool.
This tool allows sellers to manually sync orders, including test orders, before orders are automatically synced from ClickBank to Shopify. This is also how you can sync failed orders if your Shopify access token is invalid; products have not been mapped to Shopify; or an integration wasn't found or completed.
Follow these instructions to use this tool.
Step 1: Log in to your ClickBank account.
Step 2: Access the account nickname that you want to work in by clicking the Accounts tab and then clicking the account nickname.
Step 3: Select Reporting and then Transactions.
Step 4: Find the order you want to sync and then find the receipt number in the Receipt column. Copy this value.
Step 5: Select Vendor Settings and then My Products.
Step 6: Click Shopify API.
NOTE: This tool is only available if you have already completed the Shopify integration.
Step 7: Paste the receipt number in the Receipt Number field and then click Sync.
Once your order is synced, it will appear in your Shopify account. If your order fails to sync, make sure you have copied the correct value; that your integration settings have been configured correctly; and that you haven’t previously synced this order.
Shopify Integration FAQ
Q: Is there any additional cost to integrate with Shopify?
A: No. This integration is completely free.
Q: What does this integration do?
A: The Shopify-ClickBank integrations syncs order data between ClickBank and Shopify. For ClickBank Sellers who already have a Shopify store, this integration can make shipping orders (including upsells) easier and more straightforward.
For sellers who are new to ClickBank, adding ClickBank to your operations can help you leverage the power of the affiliate network and scale further, faster.
When you integrate your ClickBank account with Shopify, you first create a custom app in your Shopify store settings. After selecting the data to be shared across the platforms, the integration syncs you data instantly. The data passed includes, by default, any order of any connected products made through the ClickBank order form. You can also opt to share refund data and inventory data.
Q: Who’s a good candidate for the integration?
A: Clients who already have a Shopify store and a ClickBank account are good candidates for this feature. Additionally, those who have a Shopify store who want to onboard their products to ClickBank are also encouraged to sign up for a ClickBank account.
Q: How often do my orders sync? Instantly or is it scheduled?
Once the integration is complete, your orders will begin syncing to Shopify instantly. Then, the data will update every 1-2 hours.
Q: What will change with my ClickBank data/notifications if I sync with Shopify?
If clients elect to use our ClickBank's new shipping notifications to customers, ClickBank will batch multiple orders into a single order if those orders are part of the same fulfillment event.
If clients disable customer shipping notifications and haven't integrated with ClickBank's ShipNotice API, ClickBank won't send any shipping notification. which places the burden on the seller.
Q: How do I know if the integration is connected?
A: When you click Test, you will receive a test email with fake data from ClickBank in your Shopify store. This means that the integration is connected, but it is not complete. You MUST click Activate to active the integration and sync your order data from ClickBank to Shopify.
Q: How do I know if the Shopify integration is activated?
A: Your Shopify integration is activated and your order data is synced only when you click Activate.
Q: What do I need to integrate with Shopify?
A: You need a ClickBank account with at least one approved product and a Shopify store with permission to create custom apps in that store.
Q: How do I delete a Shopify integration from my ClickBank account?
A: Access the Shopify integration by going to Vendor Settings > My Products > Shopify API > More Options > Delete Shopify Integration.
Q: My Shopify integration isn’t working.
A: Make sure you have connected your individual ClickBank products to your Shopify products in the integration. Double check that you have activated your integration. As a last resort, delete the integration and reconnect and activate it. If the problem continues to persist, contact the Shopify support team.
Q: Where do I find the Shopify Access token?
A: The Shopify access token is located in the custom app portion of your Shopify account. You can only see this token once--so be sure to copy it and save it before leaving that section. You cannot complete the ClickBank-Shopify integration without first building the custom ClickBank integration app in Shopify. See the How to Create a ClickBank App in Shopify for instructions.
Q: Can I list ClickBank products in my Shopify store?
A: No-this wouldn't be the best use of the integration. The products should be listed on ClickBank in order to use the ClickBank order form. The ClickBank-Shopify integration is intended so someone can sell on ClickBank and harness the power of ClickBank affiliates while still managing their business through Shopify.
Q: Will payment go through the ClickBank order form or the Shopify order form?
A: With this integration in place, the payment goes through the ClickBank order form.
Q: Is this integration for affiliates?
A: This integration is for sellers, but benefits ClickBank affiliates in the long run because more offers will be on ClickBank.
Additional Resources & Related Articles
- KNOWLEDGE BASE ARTICLE: Creating Your First Product
- ClickBank Integrations
- Shopify Help Center: Custom Apps