Onboarding Accesses Required

1. Magento – Access to Shopify admin panel will be needed on shoptimize.analytics@shoptimize.in . You can follow
below steps -

a. Login

a. System -> User roles – This is where you define a new role with a set of custom permissions.
b. Add new role -> Input role name

c. Role resources -> This is where you select a list of permissions for the new role under Role Resources.
Resource Access -> Custom
The list of required permissions:

Permissions
Shoptimize Bulk Data Uploader
Custom API permissions
Pincode Manage -> Pincode Export
RMA Manage
Manage Stores -> Export Stores
CustomApi Permission
Manage Data -> Export Data
Sales (Enire module)
Products (Entire module)
Carts (Entire module)
Customers (Entire module)
Marketing (Entire module)
Content (Entire module)
Reports (Entire module)
Stores -> Settings -> Configuration -> Content Management, Customers Section, Sales Section,
Persistent Shopping Cart, Sales Emails Section, Reports
Stores -> Inventory (Entire module)
Stores -> Attributes (Entire module)
System -> Action Log -> Report

Click ‘Save Role’.

d. System -> All users -> Add new user

e. Enter user info – Shoptimize.analytics@shoptimize.in

User Role -> Analytics (that was custom created in the earlier step)

Click Save User. Share username and password.

2. Facebook business manager - Partner access.
● Shoptimize Facebook business id: 1628976970748952.
Share Assets with full control: Ads manager, Catalog, Pixel, Domain, page
Steps to be followed -

a. Login

b. Give partner access to your assets

c. Enter business ID

d. Access – Classic pages

e. Access – Ad accounts

f. Access – Catalogs
g. Access – Pixels

h. Access – Instagram accounts

i. Access - Domains

3. Google Adwords account access:

Share your ad account id with us we will share the request with you from our manager account
A. if you don't have a Google ad account, we can create one from our end.
B. Your YouTube Account to be linked to your Google Ads Account.

a. Share your Google ads account id:

b. Accept the invite from Tools -> Access and Security -> Managers

4. Google analytics access- Access to be shared on shoptimizedev@gmail.com .

Steps to be followed -

a. Login
b. Click on Admin

c. Account Access Management

d. Add Users

e. Administrator permissions
5. Google Merchant Centre access -
Access to be shared on shoptimizeads@gmail.com , shoptimizedev@gmail.com
Steps to be followed -
a. Login
b. Settings -> Account accesses -> Add user

c. Enter email id

d. Admin permissions
6. Google Search console access –
Access to be given on shoptimizedev@gmail.com , shoptimizeads@gmail.com

Steps to be followed -

a. Login

b. Settings

c. Users and permissions

d. Add email id