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Shopify compensation templates for Fin

How to add and use Fin's four pre-built data connector templates to handle refund quotes, gift cards, and balance checks from Shopify.

Written by Dawn

Use this article to set up Fin's four pre-built Shopify data connector templates — so Fin can quote refunds, issue store credit, and check or revoke gift cards during a support conversation, without a teammate stepping in.

The Intercom Settings page open on Data connectors, with the Shopify template picker modal overlaid. The modal lists three available templates: Calculate Shopify Refund, Disable Shopify Gift Card, and Get Shopify Gift Card Balance, each with a short description. An arrow annotation points from the Data connectors item in the left-hand navigation to the modal.

Data connectors let Fin call external APIs (application programming interfaces) mid-conversation to fetch or update live data. The Shopify templates are pre-configured connectors that call the Shopify Admin REST API on your behalf. API scopes are the specific permissions your Shopify store must grant before a connector can read or write that data.

What each Shopify compensation template does

The four Shopify data connector templates for Fin are listed below — each covers a different part of the compensation workflow.

Calculate Shopify Refund

Quotes a refund — including refundable shipping, tax, and the maximum refundable per payment transaction — without moving any money. This is a dry-run action: it calculates what a refund would be before anything is issued. Pair it with the Create Shopify Refund action when you want Fin to confirm the amount with the customer before processing. Does not write to Shopify.

The Calculate Shopify Refund template detail modal in Intercom's Data connectors settings. The description explains this is a dry-run action that quotes a refund amount — including shipping — without creating a transaction. Example customer queries listed include: How much would I get back on this order?, Can you tell me what my refund would be?, Would I get the shipping cost back too?, and What's the most you can refund me on this order?

Issue Shopify Gift Card

Issues store credit as a Shopify gift card. Shopify emails the code directly to the customer — the redeemable code is never returned to Fin or visible in the conversation. Fin only sees the card's ID, balance, currency, expiry, and last 4 characters. This template writes to Shopify.

The Issue Shopify Gift Card template detail modal in Intercom's Data connectors settings. The description states this action issues a Shopify gift card as goodwill credit or compensation, with Shopify emailing the code directly to the customer so the full redeemable code is not exposed to the agent. Example customer queries include: Can I get some store credit for the trouble this caused?, I'd like a gift card instead of a refund, Can you send me a credit for the shipping delay?, and I was told I'd receive compensation for my last order.

Get Shopify Gift Card Balance

Checks the remaining balance, initial value, and expiry date on a customer's Shopify gift card. Use this when a customer asks how much credit they have left or whether a card has been used. Does not write to Shopify.

The Get Shopify Gift Card Balance template detail modal in Intercom's Data connectors settings. The description states this action checks the remaining balance on a customer's Shopify gift card. Example customer queries include: How much is left on my gift card?, Can you check the balance on this gift card for me?, Has this gift card been used yet?, and When does my gift card expire?

Disable Shopify Gift Card

Revokes a gift card that was mis-issued — for example, sent for the wrong amount, to the wrong customer, or issued in error. The card stops working immediately.

The Disable Shopify Gift Card template detail modal in Intercom's Data connectors settings. The description states this action revokes a gift card that was mis-issued. Example customer queries include: I got a gift card by mistake, can you cancel it?, This gift card was issued for the wrong amount, please revoke it, Can you void the gift card you just sent me?, and I don't need this credit anymore, please cancel it. A warning at the bottom states: This action cannot be undone and there is no way to re-enable a disabled gift card.

Important: This action cannot be undone — Shopify has no way to re-enable a disabled gift card. If a card is revoked by mistake, issue a replacement using the Issue Shopify Gift Card template.

How to add a template

  1. Go to Settings > Integrations > Data connectors > New.

  2. Find the template you want to add under the Shopify section.

  3. Connect (or reuse) your Shopify store connection — the action's URL automatically targets the store your workspace has connected to. No per-action domain configuration is needed.

  4. Review the pre-filled parameters, description, and Fin usage guidance. Click Set live to activate the template. You'll see the connector listed as active under Settings > Integrations > Data connectors.

Note: Each template is enabled per workspace. Once live, test the connector in a real conversation — Fin's preview mode does not make live data connector calls.

Shopify permissions required

Before adding the gift card templates, your Shopify store must have the read_gift_cards and write_gift_cards scopes. Shopify doesn't grant these by default — a merchant admin must request them from Shopify Support.

Important: All three gift card templates (Issue Shopify Gift Card, Get Shopify Gift Card Balance, Disable Shopify Gift Card) will return an authorization error until these scopes are granted. This is the most likely cause of a first-run failure. Once Shopify Support has granted the scopes, return to Settings > Integrations > Data connectors to add or re-test your gift card templates — no reinstallation of the Shopify app is needed.

The Calculate Shopify Refund template has a separate requirement: it needs the orders or marketplace_orders scope, which Shopify grants by default.

Known limitations

The following limitations apply to the four Shopify data connector templates for Fin. Each limitation names the affected template or templates.

  • Calculate Shopify Refund — order-level and shipping-level quotes only. Per-line-item quoting isn't supported by this template. The currency parameter must also match the order's currency exactly, or Shopify rejects the request.

  • Disable Shopify Gift Card — this action is irreversible. Shopify has no re-enable API endpoint (the ability to restore a disabled card). If a card is revoked by mistake, issue a replacement using the Issue Shopify Gift Card template.

  • Issue Shopify Gift Card — the gift card code is never visible in the conversation. When Fin uses this template, Shopify emails the code directly to the customer. If a customer says they didn't receive it, check the customer record's email address in Shopify Admin and Shopify's own notification log.

  • All four templates — response fields are limited to what's listed in each template's configuration. Only the response attributes explicitly listed in a template are readable by Fin — any other Shopify fields are redacted and unavailable.

FAQs

Will Fin show the gift card code to the customer in the conversation?

No — Fin will not show the gift card code to the customer in the conversation. When Fin issues a gift card using the Issue Shopify Gift Card template, Shopify emails the code directly to the customer. The redeemable code is never returned to Fin or visible in the conversation. Fin only sees the card's ID, balance, currency, expiry date, and last 4 characters.

Can Fin quote a refund before actually issuing it?

Yes — Fin can quote a refund before actually issuing it. The Calculate Shopify Refund template returns a refund quote — refundable shipping, tax, and the maximum refundable amount — without moving any money. Use it alongside the existing Create Shopify Refund action when you want Fin to quote first, then confirm before issuing.

What happens if a gift card is revoked?

If a gift card is revoked using the Disable Shopify Gift Card template, the card stops working immediately and cannot be restored. Shopify has no re-enable endpoint (the ability to restore a disabled card). If a card was revoked by mistake, issue a replacement using the Issue Shopify Gift Card template.

Which Shopify API version do these templates use?

All four Shopify compensation data connector templates run against the Shopify Admin REST API (application programming interface) version 2025-04.

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