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1. Overview & System Requirements

The Gravity Forms Shopify Integration Add-on connects your WordPress website directly to your Shopify Store via the official Shopify Admin REST & GraphQL APIs. Many growing businesses operate a content-rich WordPress blog, marketing landing page hub, or corporate portal while running their commerce engine on Shopify. By bridging Gravity Forms directly to Shopify, businesses can automate B2B wholesale client onboarding, custom draft order generation, customer profile creation, and dynamic customer tag assignments without clunky third-party middleware or costly Zapier subscriptions.

Whether you collect wholesale dealer applications, VIP customer club registrations, custom quote requests with auto-generated draft orders, or warranty registrations, this add-on validates and transmits form data directly into your Shopify Admin ecosystem. Submissions immediately establish or update Shopify customer records, attach addresses, and create draft orders with preset line items and line item properties.

Core Architectural Capabilities

• Shopify Custom App Direct Connection: Authenticates via official Shopify Custom App Access Tokens (shpat_...), guaranteeing lightning-fast API responses and zero third-party dependencies.
• Automated Customer Creation & Update: Creates new customer profiles or seamlessly updates existing buyers matching email or phone numbers.
• Dynamic Customer Tagging: Inject granular tags (e.g. wholesale-pending, vip-tier, dealer-inquiry) to trigger automated customer segments and Shopify Flow automations.
• Automated Draft Order Generation: Convert custom quote submissions directly into Shopify Draft Orders with assigned products, quantities, custom pricing, and shipping addresses.
• Full Address Mapping: Map standard Gravity Forms address fields directly into Shopify’s default customer shipping and billing addresses.

Minimum Environment Prerequisites

2. Step-by-Step API Setup & Authentication

Shopify uses Custom Apps to grant secure API access to your store. Follow these steps to generate your access credentials:

Step 1: Create a Custom App in Shopify Admin

1. Log in to your Shopify store admin (https://admin.shopify.com/store/YOUR-STORE).
2. Navigate to Settings → Apps and sales channels → Develop apps.
3. Click Create an app and name it Gravity Forms Integration.
4. Under the Configuration tab, click Configure Admin API integration.
5. Select the following Admin API access scopes:
   • write_customers and read_customers
   • write_draft_orders and read_draft_orders
   • read_products (optional, if mapping products to draft orders)
6. Click Save, then click Install app and confirm installation.
7. Under the API credentials tab, reveal and copy the Admin API access token (starts with shpat_).

Step 2: Save Credentials in Gravity Forms

1. In WordPress, navigate to Forms → Settings → Shopify.
2. Enter your Shopify Store Domain (e.g. my-brand.myshopify.com).
3. Paste the Admin API Access Token.
4. Click Save Settings & Test Connection.
5. A green checkmark confirms authenticated handshake with your Shopify store.

3. Feed Configuration & Field Mapping

Configure automated syncing per form by going to Forms → Select Form → Settings → Shopify → Add New Feed.

Customer Attribute Mapping

4. Advanced Workflows & Conditional Logic

Shopify operations require conditional automation to handle diverse customer tiers and order requirements.

Scenario A: Automated B2B Wholesale Application Flow

When an applicant submits your B2B dealer form, conditional logic tags the customer as b2b-applicant-pending. Store staff review tax exemption IDs in WordPress entries, then tag the customer as wholesale-approved in Shopify, unlocking gated catalog pricing.

Scenario B: Custom Draft Orders with Calculated Line Items

For complex sales inquiries, the add-on creates a draft order inside Shopify. Form calculation totals are mapped as custom line item prices, customer shipping addresses are assigned, and an automated invoice email with a 1-click checkout link is generated by Shopify.

5. Error Diagnostics & Troubleshooting Matrix

Detailed Shopify API error logs are recorded in Forms → Settings → Logging. Below is the diagnostic guide for common exceptions:

6. Developer PHP Filter Hooks

Developers can programmatically modify customer payloads, inject custom metafields, or attach dynamic draft order line items.

<?php
/**
 * Customize Shopify Customer Payload Before Dispatch
 * Attaches custom B2B registration metafields.
 */
add_filter( 'gform_shopify_customer_payload', function( $customer, $feed, $entry, $form ) {
    // Attach custom metafield for Company Tax ID
    if ( ! empty( $entry['8'] ) ) {
        $customer['metafields'][] = array(
            'namespace' => 'custom_b2b',
            'key'       => 'tax_exemption_id',
            'value'     => sanitize_text_field( $entry['8'] ),
            'type'      => 'single_line_text_field',
        );
    }

    // Enforce email marketing consent flag
    $customer['accepts_marketing'] = true;

    return $customer;
}, 10, 4 );

7. Frequently Asked Questions (FAQ)

Related Resources & Official Links