How do I connect my Shopify store to Viably?

This article reviews the benefits of connecting your Shopify store to Viably, and how to authorize the connection.

Get the funding you need to grow your Shopify store and start planning the ways you can scale your sales, with Viably! First things first - connect your Shopify store.

In this article we'll walk through: 

Why do I need to connect my Shopify store to Viably? 

Viably is the predictive banking platform for ecommerce, designed to help sellers like you get continuous working capital and take control of your cash flow and finances with our integrated tools.

When applying for funding with Viably, we ask you to connect to the primary platform you sell on, like Shopify. By securely connecting your Shopify store, our underwriting team can understand the full picture of your business’ performance. With access to your Shopify store's real-time data along with your real-time banking data, our team can create custom funding offers to help scale.

How do I securely connect my Shopify store to Viably?

After you provide details regarding your business in Viably’s Funding Application, you’ll be asked to connect your ecommerce stores.
  1. Select "Connect my Shopify" from the available options. 

    Connect your Shopify store from Viably's Funding application.
  2. You’ll be directed into Shopify’s platform to securely login and install Viably.
    .
    Securely authenticate to Shopify from Viably.
  3. Once logged in you'll find the install screen - this states the permissions required to create the connection between Shopify and Viably. 

    Securely connect Viably to Shopify to receive custom funding offers.

    ❗This will create a read-only connection to Viably (we will not have user in your Shopify platform, nor do we have access to any data other than the reports the API sends back from your Shopify account to Viably).

  4. Once you’ve clicked “Install” you’ll be alerted that the connection was successful seeing the "Inventory Restock Agent for Store". To head back to your Viably Funding application, just click "Continue to Viably." 
     After you've connected Shopify, continue back to your Viably Funding application.


    Now our underwriting team has access to your Shopify store's health and performance, to help create the best funding offer aligned to your business's growth!