Are you interested in seamlessly syncing your Shopify store data with FileMaker Pro? Look no further. Claris Connect is an excellent tool that allows you to integrate your Shopify store with Claris FileMaker Pro. This blog post will guide you step by step on how to go about this process and will also showcase some specific examples to help you understand better.
To start with, let’s get a brief understanding of the tools we are working with:
Shopify is a leading e-commerce platform that allows anyone to set up a store and sell their products online. This article assumes you have already have access to a Shopify store. In your Shopify Store, you will need to set up an App in the store settings to allow Claris Connect to interact with the store’s data.
Shopify provides great documentation on creating apps here: Custom Apps.
FileMaker Pro is a cross-platform database application from Claris International, a subsidiary of Apple Inc. This article assumes you have a FileMaker Pro database already setup and hosted via FileMaker Cloud or hosted by an On-Premise FileMaker Server.
Claris Connect is a cloud-based integration platform, also from Claris International, that allows you to connect multiple applications and services together.
Now, let’s dive into the process of integrating your Shopify store with Claris FileMaker Pro using Claris Connect.
Step 1: Creating a Claris Connect Account
Before you can start integrating your applications, you’ll need to sign in to your Claris Connect account. Visit the Claris Connect page. If you already have a Claris ID, login using your credentials. If you don’t have a Claris ID, visit the Claris Support page to learn how to set it up.
Step 2: Creating a New Project
After logging in, click on the
+ button to start a new project. You can select
Create New to start from scratch or
Create from Template to use a predefined template. Give your project a name that is relevant to the integration you want to create, for example,
Shopify to FileMaker.
Step 3: Creating a New Flow
Once your new project has been created, you need to create a Flow. The Flow is the engine that powers the integration. Claris Connect makes it easy to get started. Simply click the
Create New Flow button.
After creating the new flow, you’ll be presented with a menu of all of the available connectors. Find the one for Shopify to setup the connection to your Shopify Store.
Selecting the Shopify Connector will prompt you to login to your Shopify store.
Step 4: Setting Up Your Trigger
In Claris Connect, a flow begins with a ‘trigger’. A trigger is an event in one application that starts the workflow. In this example, the trigger will be a new customer being created in your Shopify store.
Step 5: Setting Up Your Action
After setting up your trigger, the next step is to set up an ‘action’. An action is an event that happens in another application as a result of the trigger. In this case, the action could be creating a new record in your FileMaker Pro database for each new customer.
To set up your action, click on the
+ icon and select
Next, select your flavor of FileMaker Pro from the list of Claris applications.
Create Record as your action event and click the
You will then be asked to connect your FileMaker Pro account. Follow the prompts to authorize Claris Connect to access your FileMaker Pro data. Once you’ve connected your account, you can specify additional details for your action, such as the specific database and layout where you want to create the new record.
You will also need to map the fields from your Shopify customer record to your FileMaker Pro record. For example, you could map the
customer email, first name, last name, address fields in Shopify to the corresponding fields in your FileMaker Pro database.
Step 6: Testing and Activating Your Flow
Once you’ve set up your trigger and action, click on the ‘Test’ button to test your flow. If everything is set up correctly, a new record should be created in your FileMaker Pro database for a new customer in your Shopify store.
If the test is successful, click on the
Activate toggle button to turn on your flow. Now, every time a new customer is created in your Shopify store, a corresponding record will be created in your FileMaker Pro database.
With this integration, you can keep your FileMaker Pro database up-to-date with your Shopify customers without any manual data entry.
You can also set up flows to create or update orders and products in FileMaker Pro from data originating in Shopify. This can save you a lot of time and effort, and reduce the risk of errors.
Step 7: Monitoring Your Flow
Once your flow is activated, you can monitor it directly from the
History tab for the flow. You can see the status of your flow (whether it’s active or paused), when the last run occurred, the version of the current flow, and if the run succeeded or failed.
If you encounter any issues with your flow, the Claris Connect flow history is the first place you should look. You can often troubleshoot and resolve issues directly from the dashboard. For example, if your flow throws an error, you can drill into the request and response messages to find the specific reasons for the error.
Step 8: Fine-Tuning Your Flow
After you’ve had your flow running for a while, you may find that you want to make some adjustments. Perhaps there’s additional data from Shopify that you want to include in your FileMaker Pro records, or maybe you want to add a condition to your flow so that it only triggers for certain types of customers, orders or products.
Claris Connect makes it easy to fine-tune your flows as needed. To modify your flow, simply go to the
Flows tab, locate your flow, and click on the
••• button and select
Edit. You can then make any necessary changes.
In conclusion, integrating your Shopify store with Claris FileMaker Pro using Claris Connect is a straightforward process that can greatly enhance your efficiency and productivity. By automating data transfer between these two platforms, you can ensure that your business operations run smoothly and that your data is always up-to-date and accurate.
This guide provides a basic process, but the possibilities with Claris Connect are endless. So, start experimenting and discover how you can make the most of this powerful tool.
Mack has 20+ years of experience with both Claris FileMaker and Web Application development, and is joining Codence as Application Developer all the way from Rural Hall, North Carolina. When not experimenting with Claris FileMaker or some new web design do-dad, Mack loves to roam flea markets and yard sales to feed his lifelong obsession with Comic Books (and everything that’s Comic Book adjacent).