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Shopify

How do I add a new task from Shopify?

  1. Make sure that you have connected your Shopify store to Jaak. You may follow these instructions to connect your Shopify store to Jaak.
  2. Go to any order detail page on Shopify.
A Shopify order detail page with the 'Add app block' button highlighted.
  1. Click the + App block button.
A Shopify order detail page with the 'Jaak' list item highlighted.
  1. Click on `Jaak`. If you do not see a Jaak option, make sure that you have connected your Shopify store to Jaak. If you have successfully connected your Shopify store to Jaak and still do not see the Jaak option, please try using a different browser or clearing your browser cache.
A Shopify order detail page with the Jaak app block and the 'Pin' button highlighted.
  1. Click the pin icon.
A Shopify order detail page with the Jaak app block and the 'Start' button highlighted.
  1. Click the Start button to create a new task in Jaak.
A Shopify order detail page with the Jaak app block showing the live task status. The Jaak dashboard showing the newly created task.
  1. You can see the new task in your Jaak dashboard on the plan page. You may watch this video for a demonstration.

How do I bulk add multiple new tasks from Shopify?

A Shopify orders page with multiple orders selected and the Jaak option in the menu bar.
  1. Go to the <code>orders</code> page on Shopify.
  2. Select the orders you want to send to Jaak.
  3. Click ... in the menu bar.
  4. Click Jaak.
A Shopify orders page with 'Send to Jaak' button highlighted.
  1. Click Send to Jaak.

How do I connect my Shopify store to Jaak?

  1. Go to the Jaak Shopify App page.
  2. Click the Install button (or the Open button).
The Shopify installation prompt with the 'Install' button highlighted.
  1. You will be taken to the Jaak website and asked to sign in. If you do not have a Jaak account yet, please create one now.
  2. You will be asked if you want to connect your Shopify store to Jaak. Click the Yes button to proceed.
  3. If installation is successful, you will be taken back to the Organization Settings page. You will see your Shopify store name listed under Connected Shopify Stores section. If the installation was not successful, please repeat the above steps.
  4. You may repeat the above steps to connect multiple Shopify stores to Jaak.

WooCommerce

How do I connect my WooCommerce store to Jaak?

  1. The Jaak for WooCommerce Plugin may be installed by following the steps show in the video below.
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