Onboarding

Accessing your Collaboration code from Shopify

• Login to your Shopify Admin account.
• Click on Settings on the bottom left panel.

Getting your Collaboration code

• Go to Users and then click on Security and scroll down to Collaborators section.
• Copy the Collaboration Code and share it along with your Store URL so we can send you a collaboration request.

Accepting the collaboration request

• You will receive a collaboration request from FlexyPe Developers.
• Please accept the request to begin your onboarding process.

As part of your onboarding, we’ll need a collaboration code to access your Shopify store. This allows us to assist more efficiently, both now and in the future. Our access is used solely for store-related support.

Grant permissions and Install the app

• Once you accept the collaboration request, we’ll send you the installation link.
• Click the link and follow the prompts to grant the necessary permissions.
• Click Install to complete the app installation and get started.

Open FlexyPe app

• Open your Shopify Admin account.
• Click on Apps on the left panel and open FlexyPe app.

Set Up Your Store

• Finish setting up your store by completing these sections:
  • Business Type
  • Business Details
  • Business Team
  • Payment Setup

Add your GST details, including GSTIN, to claim GST returns.

Complete payment gateway setup

• Open the FlexyPe app from your Shopify Admin.
• If you haven’t completed your payment gateway setup yet, visit Payment Provider.
• Setup is required before proceeding with the integration.

Connect advertising tools

• Connect Meta Pixel, Google Ads, and Google Analytics if you plan to run ads.
• For easy step-by-step instructions, visit Analytics.

Explore app features and settings

Choose your theme for integration

• Let us know which theme you’d like duplicated for the integration.
• If no theme is specified, we will duplicate your live theme and proceed with the integration there.

Preview and verify integration

• Within 12 hours of confirming your theme, we’ll provide a preview or testing link.
• Use this link to review and verify the integration before giving final approval.

Final setup and go live

• Once you’ve reviewed the testing link, confirm if everything looks good so we can make the integration live.
• Review our Onboarding Guide to ensure everything is ready before your store goes live.