The Docebo integration with Shopify allows you to sell courses online while taking advantage of Shopify’s advanced design and customization capabilities. The Shopify Marketplace is easy and fast to configure and can be an alternative for those currently using the Docebo E-Commerce plugin to sell courses. Activating Shopify Marketplace on your platform means deactivating the Docebo E-Commerce plugin. Shopify Marketplace and the Docebo E-Commerce plugin cannot be active simultaneously, but your transaction history will not be lost when switching from one to the other.
The Docebo integration with Shopify concerns the platform courses only, and it does not include other Shopify products.
Please Note: When considering a switch between the E-Commerce module and Shopify, remember Shopify does not manage the Power Users functionality, and that it is not possible to purchase multiple seats for multiple users. Every seat must be purchased individually by every single user in Shopify.
Here follows a table listing the differences between Docebo E-Commerce and Shopify:
In order to integrate your platform with Shopify, you need either a Basic, a Pro, or an Unlimited Shopify plan. Once you’ve created your online shop, start the installation and the setup process.
Please Note: The Shopify theme customization is completely managed within Shopify. Docebo cannot provide support for customizing Shopify themes.
Activating the Shopify App in Docebo
To activate the app, log into your platform as the Superadmin, then access the Admin Menu from the gear icon in the top right corner of the platform. Then press the Apps & Features item in the top bar. Once you’re in the Apps and Features area, select the Third Party Integration tab in the tabs menu on the left side of the page. In the list of apps in this tab, find Shopify, then select the Try It For Free button.
In the pop-up box, read the description, then press Try It For Free. The app is now activated in your platform and you can configure the integration.
Before finalizing the App activation, if the Docebo E-Commerce App is active in the platform, you will be asked to confirm that you want to remove the E-Commerce App and to use Shopify instead.
Connecting Your Shopify Store to Docebo
In order to connect your Shopify store to Docebo, access the Admin Menu from the gear icon in the top right corner of the platform. In the Shopify section, select Manage. On the Shopify Configuration page, enter your Shopify Shop Address, API Key, Password, and Shared Secret into the corresponding text boxes.
This information can be retrieved from your Shopify account. Login to Shopify as an Admin and click on Apps from the left-side menu. From the Apps page, access the Private Apps section by clicking on the Manage Private Apps link. Click on Create a New Private App.
On the Create Private App page, type a name for your private app and a contact email address. Configure the Admin API permissions of the new app in the dedicated area before finalizing the app creation by setting Orders, transactions and fulfillments, Products, variants and collections and Product information to Read and Write. Leave all the other options to their default value.
Press Save to proceed. The page will then refresh and will show the Admin credentials needed for the Shopify configuration in Docebo.
Copy the API Key, the Password, and the Shared Secret values and paste them in the corresponding fields of the Shopify configuration page in Docebo. Retrieve the value for the Shopify Address field from the Shopify URL. Press Save Changes. If you are switching from the Docebo E-Commerce App to Shopify, after you press Save Changes, the page will refresh and will display the synchronization button to synchronize the courses from the Docebo E-Commerce App. Refer to the Switching from the Docebo E-Commerce App to the Shopify App chapter of this article for further information on the switch from Docebo E-Commerce to Shopify.
Configure now the Payment Authorization. Click the gear icon in the left bottom corner of the page to access the Settings page, and select the Payment Providers section. Move to the Payment Authorization section and flag the Automatically capture payment for orders option, then press Save.
Go back to the Settings page and click on the Checkout item. Scroll to the Order Processing section, and flag the following options:
– In the While the customer is checking out section, select Use the billing address as the shipping address by default option
– In the After an order has been paid section, select Automatically fulfill the order‘s line items and both Notify customers of their shipment via email and Automatically fulfill all orders, even those with a high risk of fraud.
Scroll down to the Email Marketing section and unflag Show a sign-up at checkout.
Move now to the Abandoned Checkout section and unflag Automatically send abandoned checkout emails to disable this functionality.
Press Save to complete the configuration. Your Shopify store and your platform are now connected.
Switching from the Docebo E-Commerce App to the Shopify App
If the Docebo E-Commerce app was active in your platform, and you are now switching to the Shopify App, after filling all the fields of the Shopify configuration page in Docebo and pressing Save Changes, the page will refresh and will display the synchronization button to synchronize the courses from the Docebo E-Commerce App.
Press Sync Now to run the synchronization. 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.
After the synchronization, the View Logs link in the Last Synchronization row will allow you to check the synchronization log in case of errors. If needed, the error log can be exported in XLS or CSV format. If you are exporting the log, please make sure your browser does not block pop-ups from Docebo. Press Close when finished, and Save Changes to complete the synchronization.
Selling Docebo Courses as Shopify Products
To configure this option, access the Admin Menu by scrolling your mouse over the gear icon in the top right corner. Then, press the Courses subitem in the E-Learning section to access the main Course Management. Now, find the course in the list of courses, then select the menu icon at the end of the course’s row. Select the Advanced Settings option from the dropdown menu.
Select the Allow users to purchase the course from a catalog option to sell the course on Shopify, then type the course price in the dedicated text box. If the Docebo E-Commerce App was previously active in the platform, and the course price was already set, the previous course price will be shown in the Price textbox.
Please note that the value defined as Maximum Subscription Quota in the Catalog Options tab is not taken into consideration for courses sold via Shopify. This means that if the course maximum subscription quota is set to 10, and the course is bought by 15 people via Shopify, all of the users purchasing the course will be automatically enrolled into the course, without being placed in the course waiting list.
Press Save Changes to complete the process. Your courses are now synchronized with your Shopify store, and they are available in the Products area of your Shopify account.
Please note that the Shopify Products page shows the course type. For ILT-Classroom and Webinar courses, the Inventory column shows the number of available seats (nn in stock) and the number of available sessions (variants). Click on the course name to see its details (as defined in Docebo) and eventually edit or delete them.
Please note that when a course in synchronized with Shopify, the course price can no longer be modified in Docebo. When the course price is modified in Shopify, the new price is automatically synchronized in Docebo.
Using Course Labels to Create Filters in your Shopify Catalog
Docebo courses will be imported into your Shopify store catalog, where learners will be able to buy them. If the catalog includes several courses, it may be useful to associate labels to the courses, so that they will be used as filters.
Start by activating the Labels App in Docebo, then create labels and associate them to courses, as described in this article. After the label is associated with the course, press Save Changes to synchronize the courses in Shopify. The synchronization process may take a few minutes.
Access now the Shopify store catalog by clicking Catalog in the store main page. Labels associated with courses will be listed among the available filters.
Please Note: The filtering function using Docebo labels is available only if you customize your Shopify theme. To learn how to do so, please refer to this article in Shopify’s Knowledge Base. To learn more about theme customization 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.
Managing Orders from Shopify
If a user buys one of your courses in Shopify, the transaction will automatically be synchronized with your platform. Access the Admin Menu from the gear icon in the top right corner of the platform, then select Transactions in the Shopify section. Here, you will see a list of all of the transactions made via Shopify. Press the edit icon in the transaction row to see the details of the transaction; the Notes text box is available for you to type notes about the transactions. Additionally, you can flag the option to mark the payment as received.
Please Note: customers buying courses in Shopify are replicated as users in Docebo, and are assigned to the Shopify branch, automatically created in Docebo during the integration process. Shopify users are normal Docebo users so that you can see the courses they are enrolled in, and their activity history, together with other details. The password to access Docebo is not the password used to login to Shopify. Docebo passwords are auto-generated during the user creation process in Docebo. As the Superadmin of the platform, remember to set up the User has been created (by the administrator) notification using the Notifications app to ensure that users created from this integration receive the proper credentials and instructions on how to access their learning platforms.