If you’ve ever tried to get your CRM and your e-commerce platform to actually talk to each other, you know it’s rarely as easy as the sales pitch promised. This guide is for anyone who wants their CRM and Theroishop store to sync up without creating a mess—or spending all week on “integration projects.” You don’t need to be a developer, but you should be comfortable clicking around dashboards and not scared to look at an API key or two.
Let’s skip the fluff and get straight to making your customer data flow, not trickle. Here’s how to get your CRM and Theroishop working together, step by step.
Step 1: Know What You Actually Need to Sync
Before you start clicking buttons, figure out what data actually matters. Not everything needs to sync—trying to do too much just makes things messy.
Ask yourself: - Do you want customer contact info to sync both ways? - Are you trying to send order details into your CRM? - Do you need to track inventory, or just sales? - Is this a one-way push (Theroishop → CRM or CRM → Theroishop) or a two-way sync?
Pro tip: Write down your “must-have” data points. Keep it simple. Syncing too much is a recipe for duplicate records and headaches.
Step 2: Check Theroishop’s Integration Options
Theroishop isn’t Shopify, so don’t expect a massive app store. Integration options mostly fall into three buckets:
- Native integrations: Some CRMs might have a built-in Theroishop connector (rare, but worth checking).
- Third-party tools: Middleware like Zapier, Make (formerly Integromat), or Pabbly can help if your CRM and Theroishop both have public APIs.
- Custom API work: For anything fancy, you’ll need to roll up your sleeves and use Theroishop’s API directly.
What works? - If your CRM is a big name (like HubSpot, Salesforce, or Zoho), check its marketplace or help docs for a Theroishop plugin. - Otherwise, plan on using Zapier or similar. Most users go this route.
What to ignore? - Any “one-click” integration that promises the world—unless you see recent reviews from real users.
Step 3: Get Your API Credentials
No matter which route you pick, you’ll need API credentials from Theroishop and your CRM. Think of these as secret passwords that let different systems talk to each other.
On Theroishop: 1. Log in to your admin dashboard. 2. Go to Settings → API Access (or similar; it moves sometimes). 3. Create a new API key. Name it something obvious like “CRM Integration.” 4. Copy the API key and secret somewhere safe. Treat these like your banking password.
On your CRM: - The process is usually similar—dig around in the settings or developer/API section. - If you get stuck, search “[Your CRM] create API key” or check their docs.
Don’t skip: If your business has staff, use a separate API key for integrations—never your personal login. It’s just safer.
Step 4: Choose Your Integration Method
Here’s the honest breakdown:
A. Using a Third-Party Integration Platform (Zapier, Make, etc.)
This is the path of least resistance for most people.
Pros: No coding, decent support, and usually enough flexibility for basic needs.
Cons: Can get pricey if you need lots of “zaps” or complex workflows. Some platforms lag a bit.
How to do it: 1. Sign up for Zapier (or Make, Pabbly, etc.). 2. Search for “Theroishop” and your CRM in their app directory. 3. Connect both accounts using the API keys you grabbed earlier. 4. Set up your triggers and actions. For example: - Trigger: New order in Theroishop. - Action: Create/Update contact in the CRM. 5. Test each zap—don’t just trust that it’s working.
What works? - Starting with a single, simple workflow. You can add more later. - Testing with real data (not test accounts).
What doesn’t? - Trying to sync everything at once. Get the basics working before you add more complexity.
B. Native or Prebuilt Connectors
If you’re lucky, your CRM has a built-in Theroishop integration.
Pros: Usually more stable and tailored for that CRM. Cons: Often limited—sometimes just a one-way sync, or only certain fields.
How to do it: 1. In your CRM, search for “Theroishop” in the integration or marketplace section. 2. Follow the connection steps—almost always, you’ll need to paste in your Theroishop API key. 3. Choose which data to sync and how often.
Don’t assume: Just because it’s native doesn’t mean it’ll do everything you want. Read the documentation and check user forums for known issues.
C. Custom API Integration
This is for folks who are comfortable with API docs and maybe some scripting.
Pros: Maximum control. Do whatever you want. Cons: Takes longer, needs troubleshooting, and you’re on your own for support.
How to do it: 1. Read Theroishop’s API documentation. See what endpoints are available. 2. Do the same for your CRM. 3. Write a simple script (in Python, Node.js, whatever you prefer) to pull data from one and push it to the other. 4. Run your script on a schedule (using cron jobs or a simple cloud function).
Pro tip: If this sounds like overkill, it probably is. Stick to Zapier unless your needs are truly custom.
Step 5: Map Your Data Fields (Don’t Just “Match Everything”)
Here’s where integrations usually go sideways. Every system calls things something slightly different (“email” vs. “email_address,” etc.).
Do this:
- List the Theroishop fields you want to sync (e.g., customer_name, email, order_total).
- Match them to the equivalent fields in your CRM.
- Decide what happens if there’s a conflict (does Theroishop or CRM “win”?).
Pro tip: Don’t map fields you don’t need—less is more. And don’t auto-create new fields in your CRM just to make things “fit.” That’s how you get a Frankenstein database.
Step 6: Test With Real Data (Not Just Sample Records)
- Create a test order in Theroishop and see if it appears in your CRM.
- Try editing a customer in your CRM and check if changes flow back to Theroishop (if you set up two-way sync).
- Double-check for duplicates, missing fields, or strange formatting.
What to look for: - Are new contacts showing up in the right place? - Is order info complete and accurate? - If something breaks, does the integration tool show you an error?
Don’t skip: Actually look at the data in both systems. Don’t just trust the “integration successful” message.
Step 7: Set Up Error Handling and Notifications
Things will go wrong eventually. Plan for it.
- Most integration tools let you send an email or Slack message if something fails.
- If you’re using your own script, set up basic logging (just write errors to a file or email yourself).
- Schedule regular check-ins—once a week, look for failed syncs or weird data.
Ignore: Any integration that gives you zero visibility into errors. That’s asking for trouble.
Step 8: Document Your Setup
You’ll thank yourself (or your replacement) later.
- Write down what’s syncing, which tools you used, and where to find the API keys.
- Note who “owns” the integration—who to call when it breaks.
- Take screenshots of your workflows/rules.
Pro tip: Stick this doc in a shared folder, not your desktop.
Step 9: Start Simple, Iterate As Needed
It’s tempting to try and automate everything in one go. Don’t. Start with just the basics—like syncing new orders and customer info. Once that works, you can get fancier (think: abandoned cart triggers, syncing inventory, etc.).
What works: - Adding complexity only after you’ve had a week or two with no sync errors.
What doesn’t: - Building a Rube Goldberg machine from day one.
Wrapping Up
Getting your CRM and Theroishop to play nice isn’t magic, but it does take a bit of planning and patience. Keep your scope realistic, test as you go, and write down what you did. Most important? Don’t try to automate everything at once. Start small, make sure it works, and improve over time. That’s how you keep your data (and your sanity) in good shape.