How to go live with a Shopify Product Sync Customer

Here are the steps in order to correct set up a Shopify product sync customer from the beginning to the end

  1. Customer creates a Token of Trust HQ account
  2. The customer pays for a plan which then automatically sets a goLiveTimestamp on their api key
    1. If you are putting them on a plan without having them do it through HQ (such as billing them directly thru Stripe), then you MUST ask development to set a goLiveTimestamp on their api key manually
  3. Operations team creates a custom app in Shopify for their store
  4. Operations team install that custom app on their store
  5. Operations team sends an urgent request to the development requesting for the excise tax extension to be deployed on their store, and supplying the client id and the secret token
  6. Development team deploys the TOT Excise Tax Extension to their app
    1. If you have not installed the custom app on their store, do not ask for this
  7. Operations team enabled the TOT excise tax extension on their checkout, and then tests that it works.
    1. If it is not working it is probably because they do not have a goLiveTimestamp set!
  8. Operations team sets up the necessary metafields and metaobjects for Product Sync to work on their store via instructions here: https://ghost-tot-u35315.vm.elestio.app/ghost/#/editor/post/6893a4df3746ba0083d4ba8b
    1. To be automated in future
  9. Operations team does a bulk upload in HQ of their entire complete product data set
  10. Operations team verifies that once that bulk upload is complete, that the metaobjects populated correctly for the products (search skus and verify their metaobjects data match the data stored in HQ)
  11. Operations team turns on product sync via support tools page

Read more

How do you setup identity or age verification so that only certain locations need to get verified?

Answer: Use Location-Based Identity Verification. This is enabled via the locationRestrictions.requiresVerification attribute in your application configuration to define which countries and regions require verification. Summary Token of Trust now supports location-based verification requirements through the locationRestrictions configuration. This feature allows you to specify which geographic locations (countries and regions)

By darrin