Docebo for Shopify

Discover how to integrate your Docebo LMS with Shopify

Last Updated

April 18th, 2017

Reading Time

10 min

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User Level

Introduction

The Docebo LMS integration with Shopify is for those wanting to sell their courses online while taking advantage of Shopify’s advanced design and customization capabilities. The new Shopify Marketplace is easy and fast to configure, and is an alternative solution for those currently using the Docebo E-Commerce plugin to sell courses.

It’s important to note that when you activate the Shopify Marketplace on your LMS, you’ll deactivate the E-Commerce plugin as a result. You cannot keep both the Shopify Marketplace and the E-Commerce plugin active at the same time, but your transaction history will not be lost when you switch from one to the other.

Please Note: If you are considering switching between the E-Commerce Module and Shopify, remember that in Shopify there is no functionality for Power Users to purchase multiple seats for multiple users. Every individual seat must be purchased individually by every single user in Shopify.

E-commerce-VS-Shopify-Feature-List

In order to integrate your LMS with Shopify, you will need to have either a Basic, Pro, or Unlimited Shopify plan. Once you’ve created your online shop, start the installation and setup process.

Please Note: Theme customization in Shopify is completely determined within Shopify itself. Docebo cannot provide assistance for customizing Shopify themes.

Installing Shopify on your LMS

Begin by activating the Shopify Marketplace on your Docebo platform. Access your Admin menu, then press the Apps & Features item. Then, select the Third Party Integrations tab. Press the Activate App! option in the Shopify row. In the pop up box, press Confirm to activate the app.

shopify activate app

Connecting your Shopify Store with Docebo

You can now access your Shopify Marketplace from your Admin menu. In the Shopify section, select Settings. On the Settings page, enter your Shopify Shop Address, API Key, Password, and Shared Secret into the corresponding text boxes.

shopify settings page

To retrieve this information, login to your Shopify account as the admin. In the left sidebar of your Admin page, press the Apps item. Once you’re on your Apps page, press the Private Apps button on the top.

private apps

Press the blue Create Private App button. It will be in the middle of the page if you haven’t created a private app in Shopify before, otherwise you will find it in the top right corner of the page.

create private app

On the description page, add a title of your private app and confirm your contact email address. Before saving the app, you need to configure the permissions of this new app by scrolling down to the bottom part of this page. Set the permissions as shown in the screenshot below:

shopify permissions

Now, all of the information from Shopify will correctly appear in the LMS. Press Save App. Your page will then refresh with an Authentication section underneath the description section, providing you with the API Key, Password, and Shared Secret. Enter this information into the corresponding text boxes in your LMS.

app secret info

Now, you need to configure the Payment Authorization and Checking Settings. In the admin left sidebar, hover your mouse over the Settings tab, then select Payments from the slide out menu.

payments tab

On the Payments page, go to the Payment Authorization section and flag the option to Automatically capture payment for orders. Then, press Save.

payment auth

Then, move to the Checkout tab. On the Checkout page, in the Order Processing section, flag the following options:

  • se the billing address as the shipping address by default.
  • Never.
  • Collecting consent to send promotional emails to customers from your store: Customer does not agree to receive promotional emails by default.
  • After an order has been paid:
    • Automatically fulfill the order‘s line items.
    • Notify customers of their shipment via email.
    • Automatically fulfill all orders, even those with a high risk of fraud.

Please refer to the screenshot below for further understanding of how to configure these settings.

checkout settings page

When you’re finished, press the Save button in the top right corner of your screen. Your Shopify store and your LMS platform are now connected.

Switching between the E-Commerce Module and the Shopify App

2.1 Switching from the E-Commerce Module to the Shopify App

If you’re wanting to switch from the E-Commerce Module to the Shopify App, begin by installing the Shopify App on your Docebo platform (refer to the corresponding section above for more information).

Please note: When you activate the Shopify App from Docebo’s App Store, you will deactivate the E-Commerce App as a result.

During the activation process for the Shopify App, two pop up boxes will appear to let you know of the deactivation of the E-Commerce App (flag that you understand and press Confirm to continue) and that no charges were made to your credit card in the process (flag that you agree to the terms of service and press OK to continue).

disable ecomm message

credit card

Once finished, access the Admin Menu. In the Shopify section, press SettingsNow you’re on the main Shopify page on your LMS. In the Course Synchronization section, press Sync Now to sync courses that you are currently selling in the platform into your Shopify store.

course sync

This may take a few minutes, and you can see the progress below the Sync Now button.  After your first synchronization, you will see the date and time of the last synchronization in the Course Synchronization section, as well as the number of items (courses) that were synced.

If you press View Logs in the Last Synchronization column, a pop up box will appear with list of errors (if any) that might have occurred during the last synchronization. You are also able to export the log as a CSV of XLS file.

logs

In order to do this, make sure your browser does not block pop ups from Docebo. Once you’ve selected the type of report you want to export from the drop down menu, it will automatically start downloading.

Press Close when finished.

2.2. Switching from the Shopify App to the E-Commerce Module

If you’re currently using the Shopify App to sell your e-learning courses and you want to switch to Docebo’s E-Commerce Module, you can do so by going to the Apps & Features section. Press the Apps & Features item in the Admin Menu, then reach the Docebo Additional Features tab.

docebo addiotnal features

Find E-Commerce in the list of additional features and press the button in the corresponding column to activate.

Please Note: You can try the E-Commerce feature using the 14-day free trial. If your free trial has expired, you will be prompted to confirm the credit card charges.

When you’re finished, acces the Admin Menu and find the E-Commerce section to manage the app. Please refer to the previous link at the top of this section to learn more about setting up your E-Commerce app.

Replicating E-Learning Courses as Shopify Products

All of your Docebo e-learning courses that you want to sell via Shopify will automatically be replicated as products in Shopify. Begin from the Admin Menu in Docebo, then press the Courses item.

3.1 Replicating a New Docebo E-Learning Course as a Shopify Product

If you’re creating a new course, press the New Course button in the action bar at the top of the page, then fill out the course name, course type (e-learning), description, and course code. Press Confirm to continue.

confirm new course

You’ll then see the What’s Next options in the pop up box. In the Edit Course Settings row in the middle, press the Edit button. You’ll be directed to the Advanced Settings menu of the course. Once you’re on this page, you will see the Shopify tab on the left side. 

shopify tab

If you want to sell your course in Shopify, flag the option to do so, then type in the price of the course in the text box below.

shopify tab page

Press Save Changes to complete the process.

3.2 Replicating an Existing Docebo E-Learning Course as a Shopify Product

If you want to sell an already existing course as a Shopify product, you can do so by going to the main Courses page. From the left sidebar, access the Admin Menu by pressing the gear icon, then go the Courses.

In the courses list, find the course you would like to sell in Shopify, and press the Menu icon in the course’s row. When the drop down menu appears, select Advanced Settings.

advanced setting button

You will see the Shopify tab on the left side of the Advanced Settings menu.

shopify tab

If you want to sell your course in Shopify, flag the option to do so, then type in the price of the course in the text box below.

shopify tab page

Press Save Changes to complete the process.

3.3 Managing Course Labels to Create Product Filters in your Shopify Catalog

In Shopify, all of your courses (i.e. Shopify products) are found in a product Catalog for shoppers to view.

Please Note: In order to properly use this function, you must customize your Shopify theme. To learn how to do so, please refer to this article in Shopify’s Knowledge Base, which shows you how to customize your theme from an admin standpoint. To learn more about how to do so as a developer, refer to this article. If you’re looking for a partner to customize your Shopify theme, you can refer to Shopify’s Experts Network.

Press the Catalog tab at the top of the main page of your Shopify Store to access it.

catalog tab

In the top right corner of the Catalog, there is a Filter section with a drop down menu.

filter

When you click on the menu, you will see that shoppers can filter the courses based on typology. For example, if they want to see only courses related to Web Design, they can select the Web Design option from the drop down menu.

You can create these typologies using labels in Docebo. Please note that you must activate the Labels APP from the Apps & Features area in Docebo to do so. Please refer to the linked manual in this paragraph to learn more.

In the LMS, access the Admin Menu, then press the Courses item. In the course list, find the course you want to modify, then press the Menu icon in the course’s row. Select Advanced Settings from the drop down menu.

advanced setting button

The first section in the Advanced settings menu is Details. In this area, you will see a Labels row with a drop down menu. From this drop down menu, select the label to which you would like to assign this course.

labels section

When finished, press Save ChangesThe course will now be filtered accordingly in your Shopify catalog.

Replicating Webinar Sessions as Shopify Products

Your ILT and Webinar Sessions in your LMS can also be replicated as products in Shopify. If you’re not familiar with creating webinar courses on your Docebo platform, you can browse this manual.

Once you’ve created webinar sessions within a course and completely filled out all necessary information (name, description, session date and start time, number of seats, and webinar tool and URL), you need to flag the option to sell your course in Shopify.

This process is identical to flagging a regular e-learning course for sale in Shopify. Please see section 3.1 above regarding how to complete the process.

4.1 Viewing Webinar Sessions in your Shopify Store

On the main page of your Shopify store, press the Webinar title and icon to view the Webinar courses available for purchase, then select the webinar course you would like to view.

Screen Shot 2016-06-21 at 3.59.41 PM

You will then be directed to the product’s page, where you’ll see that shoppers have the option to choose a date and time of a specific webinar session from a drop down menu.

webinar page

Please Note: Prior to buying a Webinar course, the shopper must select a session from the drop down menu, or they can’t proceed with the purchase.

4.2 Editing or Removing Webinar Sessions from your Shopify Store

If you want to sell some webinar sessions within a course on Shopify, but not all sessions, you can delete specific webinar sessions from the course on Shopify. To do so, login to your Shopify store as the admin, then select the Products tab from the left sidebar.

products tab

Find the course in the product list, the click in the course title to access the page for editing.

course title

In the Variants section of the page, there’s the list of webinar sessions. Here, you can:

  • Change the number of seats available for purchase for a specific session (Inventory).
  • Change the price of each session.
  • Flag whether you want to charge taxes when a shopper purchases a specific session (via the Edit button). Remember to press the green Save button on the bottom of the page if you flag this option.
  • Delete the session (via the Waste Basket icon).

Managing Course Prices

The prices of your Docebo courses in your Shopify store are automatically synced between the two systems when you set or change them.

On your LMS platform, when you flag the option to sell a new Docebo course via Shopify and set the price in the LMS (refer to section 3.1 of this manual to see how to create a new course and flag it for sale), this price will automatically appear for the correlating product Shopify.

Please Note: Once the course is for sale via Shopify, the price of the course cannot be changed in your LMS. You can only change the price in Shopify.

Other features of the course (such as name, credits, and description) can be changed. When you press Save Changes, they will automatically be synced with the correlating product on Shopify. However, the option to change the price of the course on the LMS will be disabled.

To change the price of a product (course) in Shopify, login to Shopify as the administrator. From the left sidebar, select ProductsFind the course title in the list of products, then click on the title of the course to edit it.

On the product’s page, you will see the Pricing widget with the ability to change the price of the course. When you’re finished, press the Save button in the top right corner of the page.

course price

The new price will automatically be synced when you refresh your Docebo LMS.

Managing Orders from Shopify

If a user purchases one of your courses via Shopify, the transaction history will automatically sync with your LMS. From the Admin menu, select Transactions in the Shopify section.

Here, you will see a list of all of the transactions made via Shopify. If you press the Edit icon in a specific transaction row, you can see the details of the transaction as well as a text box where you can type notes about the transactions.

edit transaction icon

Additionally, you can flag the option to mark the payment as not yet received.

Screen Shot 2016-06-21 at 4.22.10 PM

Please Note: Customers from Shopify are replicated as users in Docebo, and are designated to their own branch within the LMS. These users are given the same user profiles as normal Docebo users, thus you are able to see to which courses they are enrolled and their activity history, among other details.

Remember: The LMS passwords for each user imported into Docebo will not be the same as their Shopify passwords. The Superadmin does not need to manually change the user passwords, as they are auto-generated during the user creation process.

In order for your users to receive their new passwords, you should send them a notification. Please refer to this manual to learn more about setting up and sending notifications to your users.

Technical Specifications for the LMS-Shopify Integration

For those needing specific technical details to optimize their integration between Docebo and Shopify, please refer to the tables below.

shopify params