Shopify Integration
Updated 09-08-26 - V: 1.0.0
Ubaid A
Last Update 3 giorni fa
Overview
The FXMedSupport Shopify integration connects a practice's Cerbo account to their Shopify store. Products, patients, carts, and orders move between the two, and there is more than one way for a product to reach a patient's cart.
This article lists the options rather than walking through any one of them. Each entry says what the option does, where it is configured, and what has to be switched on for it to work. Use it to decide which options a practice needs, then follow the setup guide for whichever ones you turn on.
This article lists the options rather than walking through any one of them. Each entry says what the option does, where it is configured, and what has to be switched on for it to work. Use it to decide which options a practice needs, then follow the setup guide for whichever ones you turn on.
What It Covers
• Supplements added from Cerbo, the core cart flow
• Supplements added when a Cerbo document is created
• Orders created when a payment charge succeeds
• Product sync between Shopify and Cerbo, including a bulk push
• Patients in Cerbo becoming customers in Shopify
• One-click patient login into the store
• Cart email and the new user email template
• Membership tags for customers and products
• Stats tabs inside the Shopify app
• Supplements added when a Cerbo document is created
• Orders created when a payment charge succeeds
• Product sync between Shopify and Cerbo, including a bulk push
• Patients in Cerbo becoming customers in Shopify
• One-click patient login into the store
• Cart email and the new user email template
• Membership tags for customers and products
• Stats tabs inside the Shopify app
Before You Begin
• The FXMedSupport Shopify app installed and configured on the practice's store
• Product names matching exactly between Cerbo and Shopify
• The RedBox icon added inside Cerbo for the practice
• Developer involvement if the store runs a Shopify 2.0 theme, since some code snippets have to go in by hand
• Product names matching exactly between Cerbo and Shopify
• The RedBox icon added inside Cerbo for the practice
• Developer involvement if the store runs a Shopify 2.0 theme, since some code snippets have to go in by hand
Supplements Added from Cerbo
What it does: when a supplement is added to a patient in Cerbo, the matching Shopify product is added to that patient's cart in the store.
Where you see it: the RedBox view for the patient, which lists Current cart items and Purchased items.
What it needs: the supplement has to already exist in Shopify under exactly the same name. No extra admin flag is required, since this is the base cart integration that comes with the installed app.
Where you see it: the RedBox view for the patient, which lists Current cart items and Purchased items.
What it needs: the supplement has to already exist in Shopify under exactly the same name. No extra admin flag is required, since this is the base cart integration that comes with the installed app.
Supplements Added on Document Create
What it does: reads supplement names out of a Cerbo document and adds each one to the patient's Shopify cart. If a supplement is already in the cart, its quantity goes up rather than a second line appearing.
Where it is configured: the Import Document Products tab in the Shopify app, using the Is Active checkbox and the Document Name Contains field. The keyword you enter there decides which documents get parsed, so only documents whose names contain it are processed.
What it needs: the Enable Shopify Document Supplements admin flag, set per practice.
Where it is configured: the Import Document Products tab in the Shopify app, using the Is Active checkbox and the Document Name Contains field. The keyword you enter there decides which documents get parsed, so only documents whose names contain it are processed.
What it needs: the Enable Shopify Document Supplements admin flag, set per practice.
Orders Created on Payment Charge
What it does: when a successful payment charge is created in Cerbo, the charges attached to that payment are looked up against your mappings. Every mapping found contributes its products to a single Shopify order, which is created, marked paid, and closed.
Where it is configured: the Import Charge Products tab in the Shopify app, using the Is Active? checkbox and Add New Mapping to pair a Cerbo Charge with Shopify Products. One charge can map to several products by adding a row for each.
What it needs: the Enable Shopify Charge Supplements admin flag, set per practice.
Where it is configured: the Import Charge Products tab in the Shopify app, using the Is Active? checkbox and Add New Mapping to pair a Cerbo Charge with Shopify Products. One charge can map to several products by adding a row for each.
What it needs: the Enable Shopify Charge Supplements admin flag, set per practice.
Product Sync Between Shopify and Cerbo
What it does: every product added or edited in Shopify syncs across to Cerbo. Matching is done on SKU, so a product that already exists in Cerbo with that SKU is updated, and one that does not exist yet is created.
Bulk option: Push All Products to MDHQ in the Shopify app pushes the whole Shopify catalogue across in one go, which is the usual move right after installation.
What it needs: nothing beyond the installed and configured app.
Bulk option: Push All Products to MDHQ in the Shopify app pushes the whole Shopify catalogue across in one go, which is the usual move right after installation.
What it needs: nothing beyond the installed and configured app.
Patients Becoming Shopify Customers
What it does: patients created or modified in Cerbo are created as customers in the practice's Shopify store, so there is a customer record to attach a cart to.
What it needs: nothing beyond the installed and configured app. Customers created this way are also tagged for the membership options described below.
What it needs: nothing beyond the installed and configured app. Customers created this way are also tagged for the membership options described below.
One-Click Patient Login
What it does: generates a link that logs the patient into the store so their waiting cart is ready to check out.
Where you see it: the 1-Click button in the RedBox view, and the [1click_login] tag available in the email template.
How it works: the login runs through the store's front end, so the patient's credentials have to exist in our system. Patients created through the integration set a password the first time they use a one-click link, and it is stored encrypted. See the limitations at the end of this article, since several store configurations stop the link from working.
Where you see it: the 1-Click button in the RedBox view, and the [1click_login] tag available in the email template.
How it works: the login runs through the store's front end, so the patient's credentials have to exist in our system. Patients created through the integration set a password the first time they use a one-click link, and it is stored encrypted. See the limitations at the end of this article, since several store configurations stop the link from working.
Cart Email and Email Template
What it does: sends the patient their current cart so they can complete the purchase without being walked through it.
Where you see it: the Send Cart Email button in the RedBox view.
Where it is configured: the Shopify app settings hold the New User Email Template, with a Subject field and a message editor. The tags available in the message are [email], [first_name], [last_name], [provider], and [1click_login].
What it needs: the email setting filled in from the Shopify app settings. Cart emails will not send until that is in place.
Where you see it: the Send Cart Email button in the RedBox view.
Where it is configured: the Shopify app settings hold the New User Email Template, with a Subject field and a message editor. The tags available in the message are [email], [first_name], [last_name], [provider], and [1click_login].
What it needs: the email setting filled in from the Shopify app settings. Cart emails will not send until that is in place.
Membership Tags
What it does: restricts products so only members can see them.
How it works: customers created through the integration carry the fxmed_premium_customer tag and can see everything. A product carries the fxmed_premium_product tag to hide it from anyone who is not a member.
Where it is configured: the Customer Membership tab takes a list of patient emails and an Assign button, which starts a background job and takes some time. The Products Membership Add tab takes product IDs one per line with an Action Type dropdown and Save Changes, and can also apply the tag to every product at once.
Optional: if the practice does not want membership, or manages it with another plugin, leave the fxmed_premium_product tag off the products and everything stays visible to everyone.
How it works: customers created through the integration carry the fxmed_premium_customer tag and can see everything. A product carries the fxmed_premium_product tag to hide it from anyone who is not a member.
Where it is configured: the Customer Membership tab takes a list of patient emails and an Assign button, which starts a background job and takes some time. The Products Membership Add tab takes product IDs one per line with an Action Type dropdown and Save Changes, and can also apply the tag to every product at once.
Optional: if the practice does not want membership, or manages it with another plugin, leave the fxmed_premium_product tag off the products and everything stays visible to everyone.
Stats Inside the Shopify App
What it does: the Shopify app carries reporting tabs alongside the configuration ones.
Where you see them: Products Stats and Providers Stats, sitting in the same tab row as Customer Membership and Products Membership Add. A Shopify Providers Tag tab appears there as well.
Where you see them: Products Stats and Providers Stats, sitting in the same tab row as Customer Membership and Products Membership Add. A Shopify Providers Tag tab appears there as well.
⚠️ Warning: Almost every option here depends on product names matching exactly between Cerbo and Shopify, character for character, including spacing, hyphens, and capitalization. A near miss does not raise an error, it just adds nothing, so a naming mismatch is the most common reason an option looks broken when it is configured correctly.
Known Limitations
One-click login on stores using six digit code login → The link will not work. The store has to use username and password login instead.
One-click login on stores with two factor authentication → The link fills in the username and password but cannot submit the form, because the captcha needs the patient to click through it themselves.
Cart updates for patients who are already logged in → The cart cannot be updated while the patient is logged in to the store. Even if the cart is updated on our side, the browser's own cart overwrites it as soon as the patient refreshes the page.
Password creation during customer creation → Since Shopify moved to its newer APIs, customers are created without a password. They set one through the account activation page the first time they use a one-click link, and it is then stored encrypted.
One-click login on stores with two factor authentication → The link fills in the username and password but cannot submit the form, because the captcha needs the patient to click through it themselves.
Cart updates for patients who are already logged in → The cart cannot be updated while the patient is logged in to the store. Even if the cart is updated on our side, the browser's own cart overwrites it as soon as the patient refreshes the page.
Password creation during customer creation → Since Shopify moved to its newer APIs, customers are created without a password. They set one through the account activation page the first time they use a one-click link, and it is then stored encrypted.
Summary
Three separate paths put products in a patient's cart: adding a supplement in Cerbo, creating a matching Cerbo document, and a successful payment charge.
The document and charge paths each need their own admin flag before their tab appears.
Products sync from Shopify to Cerbo on every add or edit, matched by SKU, with a bulk push available.
Patients created in Cerbo become Shopify customers automatically.
One-click login and cart email both work from the RedBox view.
Membership is controlled by two tags, one on customers and one on products.
Product names must match exactly between the two systems for any of it to work.
The document and charge paths each need their own admin flag before their tab appears.
Products sync from Shopify to Cerbo on every add or edit, matched by SKU, with a bulk push available.
Patients created in Cerbo become Shopify customers automatically.
One-click login and cart email both work from the RedBox view.
Membership is controlled by two tags, one on customers and one on products.
Product names must match exactly between the two systems for any of it to work.
Troubleshooting
A product is not reaching the cart from any path → Compare the product name in Cerbo against the Shopify product name character for character before checking anything else.
The Import Document Products or Import Charge Products tab is missing → The matching admin flag has not been enabled for that practice.
Products are not appearing in Cerbo after being added in Shopify → Check whether the product has a SKU, since matching is done on SKU. Use Push All Products to MDHQ to force a full sync.
The one-click login link does nothing → Check the store's login method. Six digit code login is not supported, and two factor authentication stops the link at the captcha.
The cart looks right on our side but wrong in the patient's browser → The patient was probably already logged in. Their browser cart takes over on refresh.
Cart emails are not sending → The email setting has not been filled in from the Shopify app settings.
Membership products are visible to everyone → The fxmed_premium_product tag is not on those products.
Membership assignment appears to do nothing → Assigning membership runs as a background job and takes time. Give it a while before re-running it.
The Import Document Products or Import Charge Products tab is missing → The matching admin flag has not been enabled for that practice.
Products are not appearing in Cerbo after being added in Shopify → Check whether the product has a SKU, since matching is done on SKU. Use Push All Products to MDHQ to force a full sync.
The one-click login link does nothing → Check the store's login method. Six digit code login is not supported, and two factor authentication stops the link at the captcha.
The cart looks right on our side but wrong in the patient's browser → The patient was probably already logged in. Their browser cart takes over on refresh.
Cart emails are not sending → The email setting has not been filled in from the Shopify app settings.
Membership products are visible to everyone → The fxmed_premium_product tag is not on those products.
Membership assignment appears to do nothing → Assigning membership runs as a background job and takes time. Give it a while before re-running it.
Need Help?
If you run into any issues with any of the Shopify integration options, please reach out to our support team. We're happy to help!