How to Sync Historical Data from Shopify to Salesforce Legacy Data for Free

Below is a step-by-step guide to installing and configuring the Shopify Sync Made Easy package in Salesforce.

Step 1: Log in to Salesforce

Step 2: Install the Sync Made Easy Package

Go to the Salesforce AppExchange
Search for “Sync Made Easy – Shopify”
Click “Get It Now” and follow prompts to install the package

Step 3: Verify Installed Package

After installation:

Go to Salesforce Setup → Installed Packages

Confirm that Sync Made Easy (Shopify) appears in the list

Step 4: Open the App

From the Salesforce App Launcher, search HIC Sync Made Easy
Click to launch the app

Step 5: Creating A Site URL for your Org

Now, go to SME Settings. This brings you to Step 1 (Setup) of the configuration process. In Step 1, we will register your site, create a Domain URL Remote setting, create a remote setting, and generate a self-signed certificate.

We will begin by creating a new site. You may check the status of your site by clicking the Check Status button. We recommend checking the status after completing every step on the page.

Step 6: Retrieving Shopify Access Token

Here onwards, Step 2 begins, which is the Shopify Credentials page. In Step 2, you will need the Shopify Store Name and API Access token.

Step 7: Object Setup

On this page, you can view what Salesforce object is mapped with your Shopify objects.

You can also select “Person Account” or “Business Account”.

Step 8: Field Mapping

On the Field Mapping page, you can choose to use the default Field Mapping. Click on ‘Save and go to Next Step’.

Sync Made Easy comes with default field mapping that you can always use. But if you want to customize the mapping, you can also do that by turning off the toggle button.

For Custom mapping, you can turn off the toggle button for all the objects or just turn off the toggle button of the object in which you want to add your custom mapping.

Step 9: Record Type

Here, whatever record type you select, the Record will be created by the respective record type only.

Here, you will have the option to sync your legacy records in Salesforce. After completing this, you will see the “Terms & Conditions” popup window from which you can click on the “Import Sample Records” button

Now, the Import Sample Records popup window is opened; click on “Start Sync.”

Step 10: Finished (Start Legacy Data Sync)

After you click on “Start Sync”, the legacy data sync will get started, and you can see the progress of your sync.

Thanks!