How to Integrate Shopify

You can integrate your Shopify store in just a few steps by opening the Lumo app from the Shopify admin. Once integrated, your Shopify customer, order, and product data is synced to Lumo, so the agent can put it to work for LINE marketing.

What you can do with the Shopify integration

The Shopify integration connects your Shopify store to Lumo so you can use your store data for LINE marketing.

Once integrated, you can do the following:

• Sync Shopify customer information, order data, and product data to Lumo
• Capture product views in your online store
• Use the captured data for Segments and Message Broadcasts

When data flows into Lumo, the agent plans broadcasts based on customer behavior. After integrating, we recommend that you first tell the agent your goals and discuss what is possible. If you want to review the integration steps or the synced data settings yourself, refer to each section of this article.

Before you begin

To start the integration, you need to prepare things on both the Shopify side and the Lumo side.

• You have an administrator account for your Shopify store
• You can open the Lumo app from the Shopify admin
• The LINE Official Account you want to integrate has already been created in Lumo

The Shopify integration is available from the Free plan.

You log in to Lumo after Shopify access approval is complete. You don't need to select a LINE Official Account before you start the integration work.

Integrating Shopify

To integrate, you open the Lumo app from the Shopify admin, approve access, and then select a LINE Official Account.

The access permissions you approve include the permission to issue discount codes for coupon campaigns (write_discounts).

When the integration is complete, a confirmation checklist appears. Follow the checklist to complete the remaining setup on the online store side.

What happens automatically

During integration, the following settings are configured automatically. You don't need to do anything manually.

• Recognizing your store domains: Your online store domains (the myshopify.com domain and your custom domain) are recognized automatically. You don't need to add them to "Sites to track" in your workspace settings
• Connecting Lumo Tracking: Tracking for capturing behavior data is connected automatically

Notes

• After the first integration, syncing your existing order, customer, and product data may take some time
• Items that contain personal information, such as email addresses and phone numbers, are opt-in by default. Enable them only when you need them

Working through the confirmation checklist

The confirmation checklist that appears after integration lets you review the setup status on the online store side all in one place. Keep the Shopify admin open until every step is complete.

The checklist includes the following steps:

Checking the LINE integration button

"Lumo LINE ID Link" links a Shopify customer to LINE. Complete LINE Login setup for the LINE official account in Lumo before adding the block.

The block is available on the new Thank you and Order status pages, and on the Profile and Orders pages of new customer accounts. It cannot be placed on legacy customer account pages.

1. In Shopify admin, open "Settings" > "Checkout", then open the checkout and accounts editor for the configuration you want to change.
2. Use the page selector at the top to choose Thank you, Profile, Orders or Order status.
3. Add the "Lumo LINE ID Link" app block and position it. Add it separately to every page where you want it to appear.
4. Adjust the copy if needed and click "Save".

The setting labels show both English and Japanese. The ten editable fields cover the button label, heading, description, popup heading and description, QR code heading and caption, same-device instructions, and success heading and description. Desktop visitors get a popup with a QR code; phone visitors go directly to LINE. There is no popup on/off setting. Custom copy appears as entered; bilingual editor labels do not translate the text you enter for customers.

The Profile page shows the connection status and date. Linked customers can use "Disconnect" to unlink. A member can unlink from the Lumo side with "Unlink identity" under "More actions" on the friend detail screen. Either way, the friend isn't linked again by automatic sync (see Unlinking an identity). If Klaviyo or HubSpot is connected, ID linking also links an existing profile or contact with a matching email address; no new record is created.

For a friend-add prompt on storefront pages, use "Lumo LINE CTA" in the theme editor. See Showing a LINE friend-add CTA on your store.

Testing before launch (test viewers)

Before launch, you can limit who sees the LINE integration button and check that it works. On the "ID linkage" tab of the Shopify integration, open "LINE link button visibility", turn on "Show only to test viewers", enter the customers' email addresses under "Test viewers" separated by commas, and save. While it's on, only those customers see the LINE integration button (on the new Thank you and Order status pages, and the Profile and Orders pages of new customer accounts); other customers don't.

• Only customers who have logged in to their Shopify customer account at least once can be test viewers. Have testers log in first
• On save, Lumo matches the addresses against Shopify customers. If an address isn't found, the settings can't be saved; fix the addresses shown and save again
• While it's on, the Shopify integration screens show "Test mode". Turn it off when you launch
• The same test viewers are available under "Audience" for the LINE friend-add CTA

Checking the Lumo Tracking connection

In the Shopify admin under "Settings" > "Customer events", confirm that "Lumo Tracking" is connected. Lumo Tracking is connected automatically during integration, so if it shows as connected, no further action is needed.

Lumo Tracking measures product views in your online store. Order and checkout data arrive through the Shopify integration sync. Adding an item to the cart alone is not measured by Lumo Tracking.

If your store asks visitors for cookie consent, browsing isn't measured until they consent to analytics and marketing. When a consent banner is in place, accept it before you check the tracking yourself.

The embedded screen after integrating

Once integration is complete, you can review the integration status and manage the account from the Shopify embedded screen.

Checking the connected LINE Official Account

The information for the connected LINE Official Account appears in a panel. You can check the account name and ID.

Opening the Lumo admin

Click "Open Lumo Dashboard" to go to the Lumo admin. You configure the synced data scope and use marketing features from the Lumo admin.

Changing the integrated account

If you want to change the integrated LINE Official Account, use "Change connected account".

Checking the scope of data to sync

The scope of the Shopify data to sync is decided when you set up the integration. After that, "Sync Data" under the Shopify settings in the Lumo admin shows the items being synced and their sync rules.

By default, email addresses and phone numbers aren't used to display friend information or as broadcast fields (an opt-in approach). Lumo does receive them and keeps them encrypted so it can match the Shopify customer and the LINE friend as the same person. Contact support when you need to start using them for marketing.

If you have not decided which data to sync, first ask the agent "which Shopify data should I use," and it will suggest items that match your goals.

Settings worth reviewing after integrating

The Shopify integration in the Lumo admin has four menus, where you can check the connection status and add more ID linkage methods.

"Connection check" covers three rows: "App" (the Lumo app's installation and authorization), "Scopes" (customers, orders, checkouts), and "Webhooks" (registration to Lumo). "Check again" re-runs the check on the spot. When syncing looks stuck, this is the quickest way to find the row that needs attention.

Removing the integration

You remove the Shopify integration from the Shopify settings in the Lumo admin.

Uninstalling the Lumo app in the Shopify admin on its own runs the same deletion on the Lumo side. Lumo does it automatically on the notice from Shopify, so if you uninstall first, you don't need to run the removal again in Lumo.

Data deleted when you remove the integration

When you remove the integration, the following data is deleted. This data cannot be restored after you remove the integration.

• Customer, order, checkout, cart, and product data synced from Shopify
• Product view and inventory records, and the sync history
• The ID linking information between Lumo customers and Shopify customers

Coupon campaigns also stop. Discount codes already issued stay on the Shopify side, so delete them in the Shopify admin if you no longer need them. The data held in your Shopify store itself is never deleted.

When the ID linking information is deleted, it may affect the broadcast recipients of Segments that use Shopify attributes. Note that if customers link their IDs again after you re-integrate, the links are recreated.

When things don't work

Here are common situations with the Shopify integration and the points to check.