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Client Onboarding for Ecommerce Agencies

Client onboarding for ecommerce agencies means Shopify, and Shopify means the collaborator code conversation nobody enjoys having.

ClientInvite handles that request in the same link as the ad accounts and product catalogs, so the whole stack arrives together.

  • Shopify Partner and collaborator access
  • Meta product catalogs and Google Merchant Center
  • One link instead of a walkthrough call
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Client onboarding for ecommerce agencies requesting Shopify store access

The collaborator code problem, solved

Anyone who has onboarded a Shopify store knows the routine: explain where Settings sits, wait for the code, discover the store owner is on holiday.

The request collects the collaborator code and store URL for you, so you complete the process holding everything you need.

Shopify and Meta assets connected inside the ClientInvite dashboard

Catalogs matter as much as ad accounts

Ecommerce campaigns run on the product feed. Without catalog and Merchant Center access, dynamic ads and shopping campaigns sit idle while the ad account gathers dust.

Request the catalog and the feed in the same approval as the ad account.

Built for a growing store roster

Ecommerce agencies tend to onboard in waves, often around a peak season push.

Unlimited connections at $89/month mean a busy September costs the same as a quiet February.

Branded store access request page for an ecommerce agency

Client onboarding for ecommerce agencies: common questions

It removes the manual part. The client is guided through granting collaborator access, and the collaborator code and store URL are captured for you, so you can finish the request without a back-and-forth.

Yes. Meta product catalogs and Google Merchant Center can sit in the same link as Shopify and the ad accounts, which matters because shopping campaigns are blocked without the feed.

It is the normal setup for agencies managing multiple stores, and it is what collaborator access is designed around. Partner access grants full store access once the client approves.

More ways agencies use ClientInvite: Client onboarding for marketing agencies, Client onboarding for PPC agencies, Client onboarding for SEO agencies.

Onboard the store without the walkthrough call

Unlimited client connections on the Agency plan. No credit card to start.

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