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HelpLane + Shopify Integration

Access complete customer order history, process refunds, and cancel orders directly from your support inbox. Embed live chat on your Shopify store with automatic customer identification.

Shopify Integration | HelpLane logo

What you can do with Shopify

Customer Order History

View all orders for a customer including order numbers, financial status, fulfillment status, and totals directly in the conversation sidebar.

Order Line Items

Expand any order to see purchased products with images, variant details, quantities, prices, and SKUs.

Process Refunds

Issue partial or full refunds with line-item selection, quantity inputs, and restocking options. Add notes and notify customers automatically.

Cancel Orders

Cancel unfulfilled orders with reason codes, customer notification options, and inventory restocking.

Fulfillment Tracking

View shipment details including tracking numbers, carrier information, and tracking links for each fulfillment.

Embeddable Chat Widget

Add live chat to your Shopify store with one click. Automatically identify logged-in customers with their order history and lifetime value.

Use Cases

Order Support

When a customer asks about their order, see their complete order history instantly. View fulfillment status, tracking information, and previous refunds without switching to Shopify admin.

Refund Requests

Process refunds directly from the conversation. Select specific line items, choose quantities, decide whether to restock inventory, and notify the customer - all without leaving HelpLane.

Pre-Purchase Questions

With the embedded chat widget, engage customers before they buy. See their browsing context and provide personalized product recommendations.

VIP Customer Support

Identify high-value customers by their order count and lifetime spending. Provide priority support to your best customers.

Easy Setup

1

Install from Shopify App Store

Find HelpLane in the Shopify App Store and click Install. Authorize the app to access your store's customer and order data.

2

Connect Your HelpLane Account

After authorization, log in to your HelpLane account (or create one). The integration will be automatically connected to your workspace.

3

Enable the Chat Widget

Go to Online Store > Themes > Customize. Click App embeds and enable HelpLane Chat. Enter your brand token from HelpLane Settings.

4

Start Supporting Customers

Open any conversation to see Shopify customer data in the sidebar. Use the refund and cancel actions when needed.

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