Installing the Leat app in Shopify and connecting your Leat account
The Leat app connects your Shopify store to your Leat account, so your contacts can earn points on their orders and spend them on rewards in your store. You install it from the Shopify App Store, then connect it by logging in to Leat from inside the app.
Before you start
You need to be an admin on the Leat account you want to connect. If you’re not, ask an admin on your team to do the installation, or to make you an admin.
If you have an open invitation to join a Leat account, accept or decline it in the Leat dashboard first.
If you’re already live with Leat, check your automations first. Every contact the Leat app adds from your Shopify store is created in Leat as a new contact, and every active automation that starts on Contact created runs for it, for example a welcome email. If you don’t want that, pause those automations while you connect, and switch them back on afterwards.
Install the app
- In the Leat dashboard, go to Apps → Integrations and open Shopify in the Marketplace.
- Click Install. This opens the Leat app in the Shopify App Store in a new tab.
- Install the app in Shopify and follow Shopify’s steps.
- When the app asks you to connect Leat, you land on the Leat login screen. Log in with your Leat email address and password, or with Google.
If you don’t have a Leat account yet, see the next section first.
If you don’t have a Leat account yet
On the login screen, click Get started next to “Don’t have an account yet?”. On Create new account, fill in your name, email address, and password, agree to the terms and conditions, and click Create. We email you a 6-digit code to verify your address. Once it’s verified, Leat sets up your new account in 3 steps:
- Welcome. Fill in your company name, industry, country, website, and phone number, then click Continue. All 5 are required.
- Brand kit. Upload your logo and choose your Primary brand color, then click Continue. You can click Skip instead and confirm with Continue, but then we can’t set up your first emails in your brand colors.
- Configure. Leat creates your loyalty program, a first business profile, your contacts portal, your first automated emails, and a wallet pass. When it’s done, click Continue to dashboard to go on to the next step.
Choose the account and authorize the app
Next you choose which Leat account to connect to this store. If you only have 1 account, it’s chosen for you. Accounts that aren’t active are greyed out and can’t be chosen.
On the Authorize screen, check that the right account is shown and click Allow. This gives Shopify read and write access to that Leat account. You’re sent back to Shopify, and the app is connected.
In the Leat dashboard, the integration now shows in the sidebar of Apps → Integrations, under Installed.
What to set up next
- Earn rules and rewards in Shopify: Shopify: setting up loyalty rules and rewards
- Selling gift cards: Setting up digital gift cards in Shopify
- Loyalty at your Shopify POS: Installing the Shopify POS integration
- Loyalty on the customer account page: How to set up the Shopify customer account page
What goes wrong
- The login screen only says “Invalid Information”. The Leat login was opened outside the Shopify app, so it doesn’t know which store to connect. Go back to Shopify and start again from the Leat app.
- You see an error page right after you log in. You have an open invitation to join a Leat account. Log in to the Leat dashboard in your browser, accept or decline the invitation, then start again from the Leat app in Shopify.
- The Authorize screen says “No valid account found” and you can’t click Allow. You’re not an admin on the account you chose, or that account isn’t active. Ask an admin on your team to connect it, or to make you an admin. If the account isn’t active, contact us.
- Your account is greyed out in the list. That account isn’t active, so it can’t be connected. Contact us.
- Contacts from your Shopify store got a welcome email. An automation on Contact created was active when they were added to Leat. See “Before you start”.