Shopify Integration
This guide provides step-by-step instructions for integrating Doc2cart with your Shopify store.
Integration Overview
- Install the Doc2cart app from the Shopify App Store
- Configure your API keys in the Doc2cart settings
- Customize the appearance of the Doc2cart button
- Add the Doc2cart button to your product or cart pages
- Test the integration to ensure everything works correctly
Requirements
- An active Doc2cart account with available credits
- A Shopify store (compatible with all Shopify plans)
- Administrator access to your Shopify store
Integration Steps
Step 1: Install the Doc2cart App
Start by installing the Doc2cart app from the Shopify App Store. Navigate to the app page and click "Add app" to begin the installation process.
During installation, Shopify will display the permissions required by Doc2cart. These permissions are necessary for the app to function properly, allowing it to add products to cart and access store information.
Review the permissions and click "Install app" to proceed with the installation.
Step 2: Generate API Keys
After installing the app, you'll need to generate API keys for secure communication between your Shopify store and Doc2cart.
Log in to your Doc2cart account at doc2cart.com and navigate to the "API Keys" section.
Click on "Generate New Key" to create a new pair of keys. Make note of both the public and secret keys, as you'll need them in the next step.
Step 3: Configure API Connection
Return to your Shopify admin panel and navigate to the Doc2cart app settings. Click on the "Set Up API Connection" button to open the configuration page.
Enter your Doc2cart API keys in the corresponding fields.
Click "Test Connection" to verify that the keys are correct and the connection is working properly. A successful test will display a confirmation message.
Step 4: Verify API Connection Status
After saving your API configuration, the system will display a status panel with information about your connection.
This panel shows:
- Connection status (should be "Connected to Doc2Cart API")
- Number of available pages for document processing
- Subscription status
Step 5: Add Doc2cart Section to Your Theme
To display the Doc2cart button on your store, you need to add the Doc2cart section to your theme.
In your Shopify admin panel, go to "Online Store" > "Themes" and click "Customize" on your active theme. Then, add the Doc2cart section where you want it to appear.
Important: For the best user experience, we strongly recommend adding the Doc2cart section to your cart page. This ensures customers can view detailed import results directly on the cart page, including which products were successfully added, which had insufficient stock, which products could not be found in your store, and other import status information based on your configuration.
Step 6: Customize Appearance and Behavior
You can customize the appearance and behavior of the Doc2cart button to match your store's design.
In the theme editor, configure options such as:
- Button text and color
- Document wizard theme
- Document wizard behavior settings
For detailed information about all available wizard configuration options, please refer to our Document Wizard Configuration Guide.
Step 7: Test the Document Import Feature
After completing the configuration, visit your store's frontend to test the Doc2cart integration.
You should see the Doc2cart button in the locations where you added the section. Clicking this button will open a modal window that guides customers through the document import process.
Follow the wizard steps to upload a document, review the extracted products.
Step 8: Complete the Integration
After selecting products in the import wizard and confirming the selection, the system will automatically add the matched products to the customer's cart.
A confirmation popup will appear showing how many products were successfully imported. The customer can then proceed to checkout or continue shopping.
This completes the integration process. Your customers can now easily add multiple products to their cart by uploading documents such as invoices, quotes, or parts lists.
