Use this article to install a pre-built Data connector template for Fin AI Agent, connect it to your billing or store app, and set it live.
Data connector templates let you install a pre-built, ready-to-use Data connector from a catalog of templates grouped by app. Templates are automatically configured for you using your installed integrations, so they're ready to test and set live instantly.
To install a Data connector template:
Go to Settings > Integrations > Data connectors and click New.
Under Or start from a template, choose an app. Templates are grouped by app, including Stripe, Chargebee, Paddle, Recurly, Shopify, WooCommerce, and BigCommerce. The New data connector window lists Stripe, Shopify, and Statuspage under Installed apps, and Chargebee API, Paddle API, Recurly API, and Shopify Storefront under No installation needed.
Pick the template you want from the list for the app you chose.
Read what the template does, then click Create. A draft Data connector is created with the request, inputs, and response fields already filled in. The template preview window shows the template's description and a Create button.
Connect your account if the template asks for it, test the Data connector, and click Set live. The draft Data connector opens with the API, Data, Fin, and Security tabs, and the Set live button is at the top right.
How do Data connector templates work?
How does installing a Data connector template from the catalog work?
The template catalog shows all available pre-built templates grouped by app (for example, Stripe, Chargebee, Paddle, Recurly, Shopify, WooCommerce, BigCommerce, Statuspage, and Pendo). Browsing and installing is built into the new connector flow — select Or start from a template when creating a connector, choose your app, and pick the template you want. Installing a template creates an independent copy in your workspace. You can customize it freely without affecting the original template or other workspaces.
What happens when Intercom updates a Data connector template?
When Intercom publishes an improved version of a template you've already installed, your connector is not automatically changed. Each installed connector records which template version it came from, so it's always clear whether your connector is up to date or has a newer version available.
What should I check before I set a Data connector template live?
Before you set a Data connector template live, check these 3 settings:
Turn on identity verification. These templates find the customer from their verified email address, or from the customer ID your integration syncs to the contact (for example their Stripe customer ID or Shopify ID). Without identity verification, Fin can't safely tell who it's talking to.
Protect the email field. In the Security tab of your Data connector, check that email is a protected field. Otherwise a customer could change their email in the Messenger and see someone else's billing or order details. The Security tab shows the Customer authentication settings and a Security check that flags any request header that needs review.
Choose what Fin can see. Each template suggests which response fields Fin can read. Review them in the Data tab and remove any you don't want Fin to use. The Data tab lists each response field with its format and a test response, and a checkbox beside each field lets you choose which fields to include.
How do Data connector templates that change an account, order, or payment work?
Some Data connector templates change a customer's account or order, for example canceling or pausing a subscription, canceling an order, or issuing a refund. Most of these templates tell Fin to explain exactly what will happen and wait for the customer to confirm before acting. For example, Fin tells the customer that an immediate cancellation can't be undone. If Fin can't identify a single matching account, or a request fails, it hands the conversation to your team.
Note about the Shopify order, refund, and cancellation templates:
Cancel Shopify Order, Update Shopify Order, and Create Shopify Refund don't include a confirmation step. Before Fin uses them, add one to the Data connector's description or to the Fin Procedure that uses it.
For cancellations with eligibility checks or other branching logic, use the template inside a Fin Procedure, and set handoff criteria in Fin's Escalation Guidance.
How to use the Shopify Storefront Data connector templates
When you set up the Shopify Storefront Data connector templates, Fin can fully resolve requests from customers who want to get information from your Shopify Storefront.
To connect your store, in the Data connector under Data inputs, edit shopify_domain and enter your store's Shopify domain as its Custom value, for example your-store.myshopify.com. A public storefront needs nothing else.
If your storefront is password-protected, or you want Fin to see stock levels, create a Storefront API access token in Shopify (with inventory access for stock levels) and add it under Authentication tokens as a Text token with Key for request header set to X-Shopify-Storefront-Access-Token and no prefix.
Set the Shopify Storefront Data connector templates live using the preset conditions, or set your own conditions to tell Fin what requirements must be met before getting information from Shopify.
Note about the Shopify Storefront Data connector templates:
You must install the Shopify app on your workspace to use these Data connector templates for Shopify.
Data connectors don't support nested object or array parameters, which prevents dynamic product searches using the Shopify search_catalog tool via Model Context Protocol (MCP) connectors. To enable product search and recommendations, sync your Shopify catalog data into Fin's knowledge base and use the native Shopify integration instead.
What can the Shopify Storefront Data connector templates do?
The Shopify Storefront Data connector templates cover these tasks:
How to search the Shopify Storefront catalog with Search Catalog
The Search Catalog template searches the Shopify Storefront store's catalog with the customer's own words. Returns the matching products with their price range, availability, image, and store link.
How to read a Shopify cart with Get Cart
The Get Cart template reads the contents of a customer's Shopify cart. Returns every line in the cart with its quantity, the product and variant it refers to, per-line and cart totals, and the checkout link. The cart is the one the customer has open in your store. It's saved on the conversation as Shopify Cart ID when the Messenger runs on your Shopify storefront, so Get Cart and Update Cart only work in conversations started there.
How to change a Shopify cart item with Update Cart
The Update Cart template changes the quantity of an item already in the customer's Shopify cart. Returns the updated cart with every line, the new totals, and the checkout link. Example customer queries include:
Can you change my order to 3 of those?
I only want one of the blue shirts, not two
Take the slides out of my cart
Update the quantity on my cart
This action requires the line_id of the item to change and the new quantity; the cart comes from the conversation. The line_id is the cart line ID returned by Get Cart, not the product or variant ID, so read the cart first to resolve which line the customer means. Setting quantity to 0 removes the line entirely, so this action covers both changing a quantity and removing an item. Adding a new item to the cart isn't supported.
How to look up a Shopify product with Get Product Details
The Get Product Details template looks up one product in the store's catalog — its description, price range, availability, image, and every purchasable variant with that variant's own price, SKU, options and stock. Use this when the customer asks about a product rather than about their cart or an order.
How to use the Shopify Data connector templates
When you set up these Data connectors, Fin can answer questions about a customer's Shopify orders, payments, refunds, gift cards, and discount codes, and act on their orders and account. They use your existing Shopify integration, so there's nothing else to connect.
Note about the Shopify Data connector templates:
You must install the Shopify app on your workspace to use these Data connector templates.
Templates that work on one customer's records (gift cards, draft orders, and marketing consent) use the Shopify ID that the Shopify app syncs to the contact. If a contact has no Shopify ID, the request isn't sent.
When Fin looks up an order, it only returns an order that belongs to the verified customer, or to an email address the customer verified with a one-time code. An order number that belongs to someone else is refused.
How to look up Shopify information with Data connector templates
Use these Shopify Data connector templates to look up information:
Get customer info: Shows the customer's Shopify profile, including their email marketing consent.
Get order info: Shows the customer's orders, with status, items purchased, shipping address, and tracking.
Look up Shopify order by order number: Finds one order from the number the customer gives, for example #1009.
Get Shopify order payment transactions: Answers "Did my payment go through?" and "Why was my payment declined?"
Get Shopify order refunds: Answers "Where is my refund?" and shows what was refunded, including shipping.
Get Shopify order timeline: Shows what has happened to an order, for example when it was paid, fulfilled, canceled, or refunded.
List the customer's Shopify gift cards: Shows each gift card's last 4 characters, balance, and expiry date. Fin never sees the full code.
Get Shopify Gift Card Balance: Checks the balance of one gift card.
List the customer's Shopify draft orders: Shows the customer's draft orders and their status.
Check a Shopify discount code: Answers "Is this code still valid?" and "Why isn't my code working?"
Check Shopify markets: Answers "Do you sell to my country?" and "What currency will I pay in?" It shows where your store sells, not where it ships.
List products in a Shopify collection: Lists the products in a collection the customer names, with prices and store links.
Calculate Shopify Refund and Calculate Shopify Shipping Refund: Work out how much a refund of items or shipping would be, before anything changes.
How to change a Shopify order or account with Data connector templates
Use these Shopify Data connector templates to change an order or account:
Cancel Shopify Order and Update Shopify Order: Cancel an order, or update its note, tags, email, or shipping address.
Create Shopify Refund and Refund Shopify Shipping: Refund items or shipping on an order.
Issue Shopify Gift Card and Disable Shopify Gift Card: Issue a gift card to the customer, or disable one.
Create Shopify Fixed Amount Discount Code and Create Shopify Percentage Discount Code: Create a one-time discount code, for example as a goodwill gesture.
Update Shopify email marketing consent and Update Shopify SMS marketing consent: Subscribe or unsubscribe the customer from email or SMS marketing. Fin confirms the change with the customer first. SMS (text message) consent needs a phone number on the customer.
Example customer queries include:
Where is order #1009?
Was my refund processed?
How much is left on my gift card?
Please unsubscribe me from your emails.
What are the limitations of the Shopify Data connector templates?
These limitations apply to the Shopify Data connector templates:
For a discount code limited to one customer, Shopify's summary of the code includes that customer's name, and Fin can read it.
Get Shopify order timeline returns up to 50 events per order.
How to use the WooCommerce Data connector templates
When you set up these Data connectors, Fin can answer questions about a customer's WooCommerce orders and your store's products.
How to connect your WooCommerce store to Data connector templates
To connect your WooCommerce store to these Data connector templates:
In WooCommerce, go to Settings > Advanced > REST API and create a key with Read permissions. Copy the consumer key and consumer secret.
In the Data connector, under Data inputs, edit store_url and enter your store's domain as its Custom value, for example
shop.example.com, with nohttps://and no trailing slash.Under Authentication tokens, click New token and choose the Text type. Set Token value to your consumer key and consumer secret joined by a colon (
<consumer_key>:<consumer_secret>), base64-encoded, Token prefix toBasic, and Key for request header toAuthorization. Then select the token in the Data connector.
Note: Your WooCommerce store must use WordPress pretty permalinks. Stores installed in a WordPress subdirectory, for example example.com/shop, aren't supported.
Which WooCommerce Data connector templates are available?
These WooCommerce Data connector templates are available:
Find a WooCommerce customer by email: Finds the customer from their verified email address.
List a WooCommerce customer's orders and Get a WooCommerce customer's order: Show the customer's orders, or one order, with status, items, totals, and shipping.
List WooCommerce order notes: Shows the notes on an order that are visible to the customer, for example shipping updates.
Search WooCommerce products and Get WooCommerce product details: Search your catalog, or look up one product's price, stock, and options such as sizes or colors.
Example customer queries include:
What's the status of my last order?
Has my order shipped yet?
Do you have this in a medium?
How to use the BigCommerce Data connector templates
When you set up these Data connectors, Fin can answer questions about a customer's BigCommerce orders, shipments, and gift certificates, and refund, cancel, or offer a coupon when the customer asks.
How to connect your BigCommerce store to Data connector templates
To connect your BigCommerce store to these Data connector templates:
In BigCommerce, go to Settings > API > Store-level API accounts and create an API account. For lookups, read-only scopes are enough. For the templates that change data, give the account the modify scope the template asks for: Orders: modify for refunds and cancellations, and Marketing: modify for coupons and gift certificates.
In the Data connector, under Data inputs, edit store_hash and enter your store hash as its Custom value. It's the code after
/stores/in your API path (https://api.bigcommerce.com/stores/<store_hash>/).Under Authentication tokens, click New token and choose the Text type. Set Token value to the API account's access token, leave Token prefix empty, and set Key for request header to
X-Auth-Token. Then select the token in the Data connector.
How to look up BigCommerce information with Data connector templates
Use these BigCommerce Data connector templates to look up information:
Find a BigCommerce customer by email: Finds the customer from their verified email address.
List a BigCommerce customer's orders by email and Get a BigCommerce order by id: Show the customer's orders, or one order.
Get shipments and tracking for a BigCommerce order: Answers "Where is my package?"
Get a BigCommerce gift certificate by code: Checks a gift certificate's balance and status.
Search BigCommerce products and Get BigCommerce product details: Search your catalog, or look up one product.
Calculate a BigCommerce item refund and Calculate a BigCommerce shipping refund: Work out how much a refund would be, before anything changes.
How to change a BigCommerce order with Data connector templates
Use these BigCommerce Data connector templates to change an order:
Refund a BigCommerce order item and Refund BigCommerce order shipping: Refund items or shipping on an order.
Cancel a BigCommerce order: Cancels an order.
Create a BigCommerce percentage coupon and Create a BigCommerce fixed-amount coupon: Create a one-time coupon, for example as a goodwill gesture.
Issue a BigCommerce gift certificate and Disable a BigCommerce gift certificate: Issue a gift certificate to the customer, or disable one.
Each of these BigCommerce templates tells Fin to explain the change and act only after the customer confirms. You set coupon and gift certificate amounts when you create the Data connector; Fin can't change them.
Example customer queries include:
Where is my package?
Can I get a refund for the damaged item?
Please cancel my order.
How to use the Statuspage Data connector template
When you set up this Data connector, Fin can fully resolve requests from customers reporting or asking about an incident you've recorded on Statuspage. This uses your existing Statuspage integration, so there’s no additional connections that you need to make with another tool.
Set the Data connector live using the preset conditions, or set your own conditions to tell Fin what requirements must be met before getting information from Statuspage.
How to check unresolved Statuspage incidents with Data connector templates
Use when a customer is experiencing an issue to check if there are any ongoing system outages, service disruptions, or unresolved incidents that could explain the disruption the customer is facing. This action will provide all the active incidents, their status, and the latest update.
Note: You must install the Statuspage app on your workspace to use this Data connector template.
How to use the Stripe Data connector templates
When you set up these Data connectors, Fin can answer billing questions and manage subscriptions using the data in your Stripe account. They use your existing Stripe integration, so there's nothing else to connect.
Note: You must install the Stripe app on your workspace to use these Data connector templates.
How to look up Stripe information with Data connector templates
Use these Stripe Data connector templates to look up information:
Get customer by ID: Finds a customer by their Stripe customer ID.
Search customers by email: Finds a customer by their exact email address. This is the usual starting point when Fin only knows the customer's email.
Get subscriptions: Shows the customer's subscriptions, with status, plan, billing frequency, and next billing date.
Preview next invoice: Answers "How much will my next bill be?" and "When will I be charged?"
Preview plan change: Shows what the customer would pay now if they switched to a different plan, before anything changes.
List invoices and List open invoices: Show the customer's invoices, or only the unpaid ones.
Get invoice by ID: Checks one invoice, for example after the customer says they've just paid.
List charges, List payment intents, and Get payment intent by ID: Answer "Did my payment go through?", "Why was my payment declined?", and "Was I charged twice?"
List refunds for a charge: Answers "Where is my refund?"
List prices: Answers "What plans do you offer?" and "How much is the annual plan?"
How to change a Stripe subscription or payment with Data connector templates
Use these Stripe Data connector templates to change a subscription or payment:
Create customer: Creates a Stripe customer for the contact's verified email address, so the other Stripe templates work for them.
Change subscription plan: Moves the customer to a different plan (upgrade or downgrade).
Pause subscription payments and Pause subscription payments until a date: Stop payment collection as an alternative to canceling. The customer keeps access while payments are paused.
Resume subscription payments: Restarts payment collection on a paused subscription.
Apply retention coupon: Applies your retention discount to a customer who is about to cancel. You choose the coupon when you set up the template.
Retry invoice payment: Charges an open invoice again, for a customer who has just updated their card.
Cancel subscription at period end and Cancel subscription now: Cancel at the end of the billing period, or immediately.
Refund charge (full) and Refund charge (partial): Refund a charge in full, or a specific amount.
What are the limitations of the Stripe Data connector templates?
These limitations apply to the Stripe Data connector templates:
Change subscription plan changes one subscription item with a quantity of 1. For items with a higher quantity, Fin hands the conversation to your team.
If your Stripe account has more than 100 active prices, List prices may not show every plan. Contact us to turn on Search products by name and List prices for a product for your workspace.
Stripe can email invoices and receipts automatically. That's Stripe behavior, not controlled by these templates.
How to use the Chargebee Data connector templates
When you set up these Data connectors, Fin can answer questions about a customer's Chargebee subscriptions and invoices, and cancel a subscription when the customer asks.
How to connect your Chargebee account to Data connector templates
To connect your Chargebee account to these Data connector templates:
In Chargebee, create an API key.
In the Data connector, under Data inputs, edit chargebee_site and enter your Chargebee site name as its Custom value, for example
acmeforacme.chargebee.com.Under Authentication tokens, click New token and choose the Text type. Set Token value to your API key followed by a colon (
<api_key>:), base64-encoded, Token prefix toBasic, and Key for request header toAuthorization. Then select the token in the Data connector.
Which Chargebee Data connector templates are available?
These Chargebee Data connector templates are available:
Find a Chargebee customer by email: Finds the customer's Chargebee record from their verified email address. Fin uses it first, because the other templates need the customer ID it returns.
List a Chargebee customer's subscriptions: Shows status, plan, amount, next billing date, cancellation date, and any unpaid dues.
List a Chargebee customer's invoices: Shows each invoice's status, dates, total, amount paid, and amount still due.
Cancel a Chargebee subscription at the end of its term: Schedules the cancellation for the end of the current term.
Cancel a Chargebee subscription immediately: Cancels the subscription right away.
Example customer queries include:
When is my next payment?
Do I have any unpaid invoices?
Please cancel my subscription at the end of this term.
How to use the Paddle Data connector templates
When you set up these Data connectors, Fin can answer questions about a customer's Paddle subscriptions and transactions, and cancel or pause a subscription when the customer asks.
Note: The Paddle Data connector templates work with live Paddle Billing accounts only. Paddle sandbox and Paddle Classic accounts aren't supported.
How to connect your Paddle account to Data connector templates
To connect your Paddle account to these Data connector templates:
In Paddle, create a live API key (it starts with
pdl_live_).In the Data connector, under Authentication tokens, click New token and choose the Text type. Set Token value to your API key, Token prefix to
Bearer, and Key for request header toAuthorization. Then select the token in the Data connector.
Which Paddle Data connector templates are available?
These Paddle Data connector templates are available:
Find a Paddle customer by email: Finds the customer from their verified email address.
List a Paddle customer's subscriptions: Shows every subscription with its status, products, price, next billing date, and any scheduled change.
List a Paddle customer's transactions: Shows the 30 most recent transactions with status, invoice number, total, and payment attempts.
Cancel a Paddle subscription at the end of its billing period and Cancel a Paddle subscription immediately: Cancel at the end of the billing period, or right away.
Pause a Paddle subscription at the end of its billing period and Pause a Paddle subscription immediately: Pause with no automatic resume date.
Pause a Paddle subscription from the end of its billing period until a date and Pause a Paddle subscription immediately until a date: Pause and resume automatically on a date the customer chooses.
Example customer queries include:
Can I pause my plan until March?
Why was I charged twice this month?
Cancel my subscription when this billing period ends.
How to use the Recurly Data connector templates
When you set up these Data connectors, Fin can answer questions about a customer's Recurly subscriptions and cancel a subscription when the customer asks.
How to connect your Recurly account to Data connector templates
To connect your Recurly account to these Data connector templates:
In Recurly, create a private API key.
In the Data connector, under Authentication tokens, click New token and choose the Text type. Set Token value to your private API key followed by a colon (
<api_key>:), base64-encoded, Token prefix toBasic, and Key for request header toAuthorization. Then select the token in the Data connector.Under Data inputs, leave recurly_host as
v3.recurly.com. If your Recurly site is hosted in the EU, change it tov3.eu.recurly.com.
Which Recurly Data connector templates are available?
These Recurly Data connector templates are available:
Find a Recurly account by email: Finds the customer's Recurly account from their verified email address.
List a Recurly account's subscriptions: Shows each live subscription with its state, plan, price, renewal, trial, and cancellation dates.
Cancel a Recurly subscription at the end of its term: Cancels at the end of the current term.
Cancel a Recurly subscription immediately: Cancels the subscription right away.
Example customer queries include:
When does my subscription renew?
Is my free trial still active?
Please cancel my subscription right away.
How to use the Pendo Data connector templates
The Pendo Data connector templates connect Fin to Pendo's Agent Toolkit, so Fin can see what a customer was doing in your product or website before they asked for help. Fin can use that context to personalize its answers and skip steps the customer already tried.
There are 5 Pendo Data connector templates. With them, Fin can look up:
Session activity: A summary of the pages, settings, errors, and friction (such as dead clicks) in the visitor's recent session.
In-app guides: The Pendo guide that matches a how-to question, with a link that launches the guide in your app.
AI agent activity: Recent conversations and issues with your own in-product AI agents. This needs Pendo Agent Analytics.
Feedback: A list of your Pendo product areas, and a way to submit feedback to Pendo for the visitor. This needs Pendo Feedback.
Tip: Pair the Pendo Data connector templates with Proactive Procedures to start a Fin conversation when Pendo detects signs of frustration.
Data connector templates FAQs
Why can't Fin find my customer?
Fin can't find your customer when their verified email doesn't exactly match the email in your billing tool or store. The lookup matches the customer's verified email exactly, so if they use a different email there, the lookup returns nothing and Fin hands the conversation to your team.
Can Fin Operator set up Data connector templates for me?
Fin Operator can't set up Data connector templates yet. It can't install or configure them, so set them up in Settings.
Can I change a Data connector template after installing it?
Yes, you can change a Data connector template after installing it. Installing creates your own copy of the Data connector, and you can edit it freely.
Which regions are the Shopify, WooCommerce, and BigCommerce Data connector templates available in?
The Shopify, WooCommerce, and BigCommerce Data connector templates are available in US, EU, and AU workspaces. Find them in Settings > Integrations > Data connectors > New, then pick a provider under "Or start from a template".
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