• SHOPIFY SIDEKICK • SETUP GUIDE

How to Find Integrations and Export Links with Shopify Sidekick

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Use Sidekick to locate connected services, open app pages, and obtain a submission export link for your review.


Before you begin

Open the intended Shopify store and identify the form or application you want help with. Include its exact name or reference in your request. Sidekick can draft, find, suggest, and link; you review and save changes in the app.


Use links to reach the relevant workflow

Sidekick can list integrations, open an integration page, or provide an export link. It can help you locate the task but does not replace account authorization, destination selection, or checking which records an export includes.

Inspect the linked app page before connecting credentials, and inspect the exported CSV before using it elsewhere. Do not put API keys or SMTP passwords into the prompt.


Additional reference

Example Prompts

  • List the integrations connected to Rivio B2B Registration Forms.
  • Open my Google Sheets integration settings.
  • Give me an export link for my wholesale applications.
  • Open the app’s Developer API page.

Replace example form names, companies, and time ranges with values from your own store. These are task examples, not a guarantee that every wording produces the same response.


Set up this workflow

  1. Ask Sidekick to list the app integrations or find a specific integration page.

  2. Name the form or submission group when requesting an export.

  3. Review the returned destination or export link.

  4. Open the linked app page and inspect the scope of the requested data.

  5. Download an export only to an authorized location.

  6. Check the resulting CSV records or connection settings before using them elsewhere.


Example

Ask: Show the Google Sheets integration page for Rivio B2B Registration Forms. Separately ask for an export link for the demo submissions.

Expected result

The returned app link or export scope is inspected before connecting an account or downloading data.


Limits and important behavior

  • Sidekick does not independently save or approve changes; it provides drafts and links for review.
  • Responses depend on available app data and the account’s access.
  • AI-generated suggestions should be checked against the original fields, records, and your business criteria.

Troubleshooting and verification

If the suggestion concerns the wrong form, repeat the request with its exact name and review the linked app page. If nothing changed, check whether you reviewed and saved the proposed settings; a Sidekick response alone is not a saved change.


Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Find Integrations and Export Links with Shopify Sidekick” after completing the setup. Show the controls used to ask Sidekick to list the app integrations or find a specific integration page. Add a second screenshot showing the result of this check: Check the resulting CSV records or connection settings before using them elsewhere. Use dummy applicant details and mask any secrets.


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