Sync Shopify to monday CRM in under 10 minutes

Bring your Shopify customers, orders, products, inventory, and more into monday CRM without spreadsheets, manual imports, or custom development. Configure your sync once and keep your boards automatically up to date.

Book a DemoNo coding required • Secure OAuth connection • Setup in minutes
How Syncify Works Illustration
THE SETUP PROCESS

Three simple steps to keep Shopify and monday CRM in sync

Connect your store, choose what you want to sync, and let Syncify automatically keep your monday CRM boards updated

1

Connect Your Shopify Store

Securely connect your Shopify store using OAuth authentication. Once connected, Syncify securely accesses the Shopify data you've authorized for synchronization.

Automated Action

Your Shopify store is connected securely and ready to synchronize.

2

Configure Your Sync

Select the Shopify objects you want to import, choose your monday boards, and map Shopify fields to the appropriate monday CRM columns.

  • Customers
  • Orders
  • Products
  • Collections
  • Inventory
  • Draft Orders

Automated Action

Your mapping configuration is saved and reused for every synchronization.

3

Start Syncing

Run your first historical import, then keep your monday CRM updated with manual, scheduled, or real time synchronization depending on your plan.

Automated Action

New Shopify records automatically flow into monday CRM.

FIRST-TIME SETUP & CONFIGURATION GUIDE

Complete Step-by-Step Setup for monday CRM & Shopify

Follow our detailed walkthrough to install Syncify from the monday.com Marketplace, link your Shopify store, choose sync objects, and map your board columns.

01
PHASE 1Marketplace Installation

Install Syncify from the monday.com Marketplace

Easily discover, install, and add the Syncify app directly to your monday.com workspace in three quick steps.

Step 1

Open the monday.com Marketplace

  • Sign in to your monday.com account.
  • Open the monday.com Marketplace and search for "Syncify".
  • Open the Syncify application listing.
Step 2

Install the Application

  • Select "Install / Add to your account".
  • Choose the monday.com account or workspace where you want to use Syncify.
  • Review the requested permissions and continue with the installation.
Step 3

Open Syncify

  • After installation, open Syncify from your monday.com workspace.
  • The Syncify application will open inside monday.com.
02
PHASE 2Shopify Authorization

First-Time Setup & Shopify Authorization

When Syncify is opened for the first time, you need to connect your Shopify store before synchronizing data.

Step 1

Start Shopify Connection

  • On the Syncify home screen, select: Connect Shopify Store.
  • Syncify will start the secure Shopify authorization process.
Step 2

Enter or Select Your Shopify Store

  • Provide the Shopify store that you want to connect (e.g. your-store.myshopify.com).
  • Continue to the Shopify authorization page.
your-store.myshopify.com
Step 3

Authorize Syncify in Shopify

  • Shopify will display the permissions requested by Syncify.
  • Review the requested permissions.
  • If you agree, select the appropriate Install / Authorize option in Shopify.
  • After successful authorization, Shopify redirects you back to Syncify.
Step 4

Verify the Connection

  • After returning to Syncify, the connected Shopify store will be displayed in the application.
  • Verify that the correct Shopify store is displayed.
  • Verify that the connection status indicates that the store is connected.
  • Verify that the store is available for synchronization. Once connected, proceed with synchronization setup.
Connection Verification Checklist

Confirm these indicators in Syncify before proceeding to data synchronization:

The correct Shopify store is displayedThe connection status indicates that the store is connectedThe store is available for synchronization
03
PHASE 3Data Sync Setup

Configure Shopify Data Synchronization

After connecting Shopify, select the Shopify data that you want to synchronize with monday CRM.

Step 1

Select Supported Objects to Synchronize

  • Choose the Shopify data that you want to synchronize with monday CRM.
  • Depending on your plan and enabled features, Syncify supports all major e-commerce objects.
  • Select the required object/data type to begin configuration.
Supported Shopify Objects for monday CRM Sync
CustomersCustomer profiles, contact info, and addresses
ProductsProduct catalog, variants, pricing, and details
OrdersSales orders, line items, status, and financials
CheckoutsAbandoned checkouts & cart tracking
CollectionsProduct categories, groups, and tags
CollectsProduct-to-collection mapping records
04
PHASE 4Board Mapping

Configure the monday Board

Select the monday board where the Shopify data should be synchronized and ensure all required columns exist.

Step 1

Select Target monday Board

  • Select the monday board where the Shopify data should be synchronized.
  • Make sure that the selected board contains the required columns for the data you want to import.
Step 2

Verify Column Alignment

  • Verify the required columns exist on your board to receive Shopify data.
  • The exact columns depend on the Shopify object being synchronized.
Customer Board Example

For example, a customer board may contain the following columns:

Standard Schema

Customer Name

Full Name

Text / Name

Email

Customer Email Address

Email

Phone

Contact Number

Phone / Text

Address

Shipping & Billing

Location / Text

Shopify Store ID

Unique Store Identifier

Text / Number

Shopify Customer ID

Shopify Record ID

Text / ID

* The exact board columns depend on the Shopify object being synchronized (e.g., Order boards require Order Number, Payment Status, Fulfillment Status, and Total Price).

VIDEO WALKTHROUGH

Watch the Step-by-Step Setup Video

Watch on YouTube
Syncify Setup Video Tutorial
Includes Marketplace install, Shopify OAuth connection & board mapping
Need personal onboarding? Book a live demo
Data Objects Supported

Built for complete Shopify data synchronization

Syncify supports the Shopify resources that matter most, with flexible board mapping and custom field configuration.

Shopify Object

Orders

monday CRM Sync

monday Sales Orders Board

Shopify Object

Customers

monday CRM Sync

monday Contacts Board

Shopify Object

Products & Variants

monday CRM Sync

monday Products Board

Shopify Object

Inventory Levels

monday CRM Sync

monday Inventory Board

Shopify Object

Refunds

monday CRM Sync

monday Finance Board

Shopify Object

Fulfillment Status

monday CRM Sync

monday Fulfillment Board

Shopify Object

Draft Orders

monday CRM Sync

monday Quotes Board

Shopify Object

Collections

monday CRM Sync

monday Product Groups

Need custom board mapping?

Create your own mapping between Shopify data and any monday CRM board using Syncify's flexible field mapping.

Talk to an expert
FREQUENTLY ASKED QUESTIONS

No. Syncify is designed for business users and can be configured without writing code.

Most merchants complete setup and begin synchronizing data in less than ten minutes.

Yes. You can import historical Shopify data during your initial setup. Premium plans support full historical imports.

Depending on your plan, you can synchronize Customers, Orders, Products, Variants, Inventory, Collections, Draft Orders, Fulfillments, Refunds, Locations, Transactions, and more.

Yes. You can map Shopify fields to both standard and custom monday CRM boards.

Yes. Syncify uses secure OAuth authentication and only accesses the data required to perform synchronization.

Yes. Premium plans support connecting multiple Shopify stores to a single monday CRM workspace.

Free plans support manual synchronization. Premium plans include automatic real time synchronization for supported Shopify events.

Ready to connect Shopify with monday CRM?

Install Syncify in minutes and automate the flow of your Shopify data into monday CRM without spreadsheets or manual imports.