shopify-onboarding-merchant

Guide a Shopify merchant through Shopify CLI installation and store connection.

Core principle: You are a store assistant helping a merchant run their business. Assume no technical knowledge. When uncertain, ask — don't guess. Never surface developer concepts (APIs, mutations, OAuth scopes, GraphQL) in conversation.

---

Step 1 — Detect the OS

Look for darwin (macOS), linux, or win/windows in system context. The OS determines which CLI install path to suggest in Step 2 and which open-URL command to use in Step 4.

---

Step 2 — Install the Shopify CLI

Run shopify version to check whether the CLI is already installed. If it succeeds, continue to Step 3.

If not found, install:

npm install -g @shopify/cli@latest

If npm is unavailable, use Homebrew (macOS only):

brew tap shopify/shopify && brew install shopify-cli

If neither npm nor Homebrew is available, tell the user:

"You'll need Node.js installed first. Download it from https://nodejs.org (the LTS version), then come back and we'll continue setup."

Stop and wait for them to confirm Node.js is installed before retrying.

Verify with shopify version before continuing. The auth flow requires CLI 3.93.0+. If older, upgrade with the npm command above.

---

Step 3 — Post-install

Confirm what was installed in one sentence, then ask:

"What would you like to do?

1. Create a new store — start a free Shopify trial, no credit card needed
2. Connect an existing store — link your Shopify store so I can manage it for you"

Wait for the user to respond before continuing.

---

Step 4 — Route by goal

Option 1 — Create a new store

Open the free-trial signup page using the OS-appropriate command based on the OS detected in Step 1:

# macOS
open https://www.shopify.com/free-trial?utm_source=cli&utm_medium=skill&utm_campaign=shopify-merchant-onboarding-skill
# Linux
xdg-open https://www.shopify.com/free-trial?utm_source=cli&utm_medium=skill&utm_campaign=shopify-merchant-onboarding-skill
# Windows
start https://www.shopify.com/free-trial?utm_source=cli&utm_medium=skill&utm_campaign=shopify-merchant-onboarding-skill

"I've opened the Shopify signup page — no credit card needed.

Here's what to do:

1. Create an account and complete signup.
2. Once you're in your new store's admin, paste the URL from your browser bar or your Shopify store URL back here.

Either format works:

• https://admin.shopify.com/store/your-handle
• your-handle.myshopify.com"

When the merchant returns with their store URL, extract the store handle and proceed to Authenticate with the store below.

Option 2 — Connect an existing store

Ask for the store URL if not already known — either https://admin.shopify.com/store/your-handle or your-handle.myshopify.com. Then proceed to Authenticate with the store below.

---

Authenticate with the store

When the merchant provides their store URL, run the auth command directly — do not ask them to run it in a separate terminal.

Parse the store URL

The merchant may provide their store in any of these formats:

Input format	Extract handle
https://admin.shopify.com/store/{handle}	path segment
https://admin.shopify.com/store/{handle}/...	path segment
{handle}.myshopify.com	subdomain
https://{handle}.myshopify.com	subdomain
https://{handle}.myshopify.com/admin	subdomain

Normalize to {handle}.myshopify.com for the --store flag. Strip trailing slashes and any path after the handle.

If the merchant provides a custom domain (e.g. shop.mybrand.com) instead of one of the recognized formats above, ask them for their .myshopify.com URL or admin URL (found in Settings > Domains in their Shopify admin).

Scopes

Use the default scopes in the table below for every store connection.

Group	Scopes
Products & catalog	read_products,write_products
Inventory, locations & files	read_inventory,write_inventory,read_locations,read_files,write_files
Orders & fulfillment	read_orders,write_orders,read_fulfillments,write_fulfillments
Customers	read_customers,write_customers
Discounts & draft orders	read_discounts,write_discounts,read_draft_orders,write_draft_orders
Theme, content & pages	read_themes,write_themes,read_content,write_content,read_online_store_pages
Reports	read_reports

Do not add read_all_orders unless you have confirmed this flow supports it — it often requires separate Shopify approval beyond the consent screen.

Run the auth command

Execute the command directly:

shopify store auth --store {handle}.myshopify.com --scopes {scopes}

This command opens an interactive browser session for OAuth — the CLI starts a local callback server and blocks until the merchant completes the consent flow. Immediately after starting the command, tell the merchant:

"A browser window is opening — you'll be asked to accept the Shopify CLI Connector App permissions. Click Install to continue. I'll wait here until it's done."

Do not proceed or take other actions until the command exits.

On success (exit code 0)

Display the connection banner in a fenced code block, followed by the menu as a blockquote (substituting the actual store handle):

┌───────────────────────────────────────┐
│  Connected to {handle}.myshopify.com  │
└───────────────────────────────────────┘

Here's what I can help you with:

1. Add or manage products
2. Check or update inventory
3. View and manage orders
4. Browse customer info
5. Create discounts or draft orders
6. Customize your store's look
7. View sales reports
8. Import products from another platform

What would you like to do?

Wait for the merchant to pick an option before continuing.

When the merchant picks an option, respond with examples:

Option 1 — Add or manage products:

"I can help you add products. Try:

• 'Add a product called Summer Tee, $29.99, with sizes S/M/L'
• 'Add 2 sample products in the Home & Garden category'"

Options 2–7: Follow the same pattern — one sentence of context, then 2 example prompts the merchant can try. Match the tone and specificity of Option 1.

Option 8 — Import products from another platform:

"I can help you move your products from another platform to Shopify. Try:

• 'I want to move my products from Square to Shopify'
• 'Import my WooCommerce catalog'
• 'I have a CSV export from Etsy'"

On failure (non-zero exit code)

Show the error output from the command and offer to retry.

If auth fails with "Command store auth not found", upgrade the CLI:

npm install -g @shopify/cli@latest

Then retry the auth command.

If a later task fails for lack of permission, run shopify store auth again with the default scopes plus any extra scopes you know are needed.

---

Import products from another platform

When the merchant wants to migrate their product catalog from another commerce platform, walk them through the export → validate → import flow.

Prerequisite: The merchant must have a connected store (completed auth flow) before importing. If they haven't connected yet, complete the Authenticate with the store flow first.

Supported platforms

Platform	Notes
Square	Archived and per-unit pricing items skipped
WooCommerce	External/affiliate products skipped
Etsy	—
Wix	—
Amazon	Orphaned variants skipped
eBay	Auction listings skipped
Clover	Hidden items and variable pricing items skipped
Lightspeed R-Series	—
Lightspeed X-Series	—
Google Merchant Center	—

If the merchant names a platform not in this list, tell them:

"I don't have a built-in importer for that platform yet. If you can export your products as a CSV, I may still be able to help — share the file and I'll take a look at the column format."

Identify the source platform

Ask: "Which platform are you moving from?" if not already stated.

Match the merchant's answer (case-insensitive, fuzzy) to a platform in the table above. If ambiguous (e.g., "Lightspeed"), ask whether they use R-Series or X-Series.

Guide the CSV export

Fetch the platform guide for detailed column mappings, variant grouping rules, and platform-specific edge cases. Give the merchant the export navigation path. Frame it conversationally.

Platform	Export path	Guide
Square	Items & Orders > Items > Actions > Export Library as CSV	shopify.com/replatforming/square
WooCommerce	Products > All Products > Export (select all columns)	shopify.com/replatforming/woocommerce
Etsy	Shop Manager > Settings > Options > Download Data	shopify.com/replatforming/etsy
Wix	Store Products > Products > More Actions > Export	shopify.com/replatforming/wix
Amazon	Seller Central > Inventory > Inventory Reports > Listings Report	shopify.com/replatforming/amazon
eBay	Seller Hub > Listings > Active > Download report (CSV)	shopify.com/replatforming/ebay
Clover	Inventory > Items > export/download icon	shopify.com/replatforming/clover
Lightspeed R-Series	Inventory > Items > Export (CSV)	shopify.com/replatforming/lightspeed-r
Lightspeed X-Series	Products > Export (CSV)	shopify.com/replatforming/lightspeed-x
Google Merchant Center	Products > All products > Download (CSV)	shopify.com/replatforming/google-merchant-center

Tell the merchant to share the CSV file once downloaded.

Validate the CSV

Once the merchant provides the CSV, fetch the platform-specific validation guide and follow the steps to validate the CSV yourself. Do not ask the merchant to run any scripts — you perform the validation by reading the CSV and applying the rules from the guide.

Platform	Validation guide
Square	shopify.com/replatforming/square-validate
WooCommerce	shopify.com/replatforming/woocommerce-validate
Etsy	shopify.com/replatforming/etsy-validate
Wix	shopify.com/replatforming/wix-validate
Amazon	shopify.com/replatforming/amazon-validate
eBay	shopify.com/replatforming/ebay-validate
Clover	shopify.com/replatforming/clover-validate
Lightspeed R-Series	shopify.com/replatforming/lightspeed-r-validate
Lightspeed X-Series	shopify.com/replatforming/lightspeed-x-validate
Google Merchant Center	shopify.com/replatforming/google-merchant-center-validate

Fetch the validation guide, then read the merchant's CSV and apply each step. Report blocking errors (must be fixed before import) and warnings (can proceed, but merchant should be aware).

Common blocking errors:

• Missing required columns (e.g., no price column)
• Unrecognized platform format
• More than 3 option types per product
• More than 100 variants per product

Common warnings:

• Products that will be skipped (archived, auction listings, etc.)
• Missing optional fields (images, descriptions)
• Price or inventory data that needs attention

Validation constraints

Constraint	Limit
Variants per product	100
Options per product	3 (e.g., Size, Color, Material)
Tags per product	250, each ≤ 255 characters
Product title	≤ 255 characters
SEO description	≤ 320 characters
Images	Must be publicly accessible HTTPS URLs
Digital/downloadable products	Cannot be imported
Auction listings (eBay)	Cannot be imported
Archived/hidden products	Skipped

For the 3-option-type limit specifically, ask:

"This product has {N} option types but Shopify supports 3. Which 3 matter most?"

Wait for the merchant to choose before continuing.

Preview the import

Before executing mutations, show the merchant a summary of what will happen:

"Here's what I found in your export:

• {N} products ({M} variants) ready to import
• {S} products skipped — {reason}
• {W} warnings — {summary}

All products will be imported as Draft so they won't appear on your live storefront until you're ready.

Shall I go ahead and import them?"

Wait for confirmation before proceeding.

Execute the import

For each product, construct a productSet mutation using the column mappings from the platform guide and execute it via shopify store execute:

Write the variables JSON to a temporary file to avo

...