ikas

ikas is an e-commerce platform. Connecting a store to Pinlyx pulls the people and the money out of the shop and into the CRM, so you can talk to buyers on WhatsApp, Telegram, Instagram or email from the same inbox you already use.

Once connected, Pinlyx keeps three things in sync:

What ikas has	What it becomes in Pinlyx
Customers	Contacts, matched on email or phone so nobody is duplicated
Orders	An entry on the buyer’s contact, and (on plans with Finance) an income row on the Finance dashboard
Abandoned checkouts	A note on the shopper’s timeline you can build a follow-up sequence around

It can also put the Pinlyx live chat widget on your storefront, installed through ikas rather than by editing your theme. See Live chat on your store.

Plan requirement

The ikas integration is available on Pro and Business. Mirroring orders into the Finance ledger additionally needs the Finance module; without it, orders still create and enrich contacts.

Three ways to connect

	From the ikas App Store	From the Pinlyx panel	Private app
Where you start	Your ikas panel	Pinlyx	Your ikas panel
What you do	Install, approve, pick a password	Type your store name, approve inside ikas	Create an app, paste two credentials
Need an account first	No	Yes	Yes
Secrets	None leave ikas	None leave ikas	You copy a client secret

All three end up as the same connection and sync identically. Installing from the App Store is free and is the shortest path if you are starting from your store.

Installing from the ikas App Store

This is the path for a merchant who has never used Pinlyx. Installing is free; what your plan includes is decided afterwards, inside Pinlyx.

1. In your ikas panel, open Uygulamalar → Uygulama Mağazası, find Pinlyx and press Yükle.

2. Approve the permission request on ikas’s own consent screen.

3. You land on a Pinlyx setup screen that already knows which store just approved. Pick a password to create your account, or sign in if you already have one.

That is the whole setup. The store is connected the moment the account exists, and the first sync starts immediately. Your ikas email address is prefilled, so the only thing you type is a password.

Note

Setup links expire after 24 hours. If yours has, open Pinlyx from Uygulamalarım in your ikas panel and the install starts again from the top.

Installing from the Pinlyx panel

Use this when you already have a Pinlyx account open.

1. Open Integrations → ikas in the panel.

2. Type your store name (the mystore of mystore.myikas.com) and press Install on ikas.

3. Approve the permission request on ikas’s own consent screen.

You land back in Pinlyx with the store connected and the first sync already running. Nothing is copied by hand.

Note

Reconnecting the same store keeps its imported history and sync position. Connecting a different store replaces the connection, because the panel holds one live store per account.

Opening Pinlyx from ikas

Once the app is installed, Uygulamalar → Uygulamalarım → Pinlyx in your ikas panel opens Pinlyx without leaving the store. The screen is intentionally small: your store’s name, how many contacts and orders have been imported, when the last sync ran, whether realtime updates and storefront live chat are on, and the last few things the integration did.

Two things you can do from there:

• Sync now runs an immediate pass, for when you have just changed something in ikas and want it in the CRM before the next scheduled run. It is rate limited to one run every two minutes.
• Manage settings opens the full page in Pinlyx, in a new tab.

Everything that changes a setting lives in that new tab rather than in the ikas frame. Signing in and approving permissions inside somebody else’s frame is exactly the shape of a clickjacking attack, so Pinlyx does not render either one there. The frame itself is authenticated by a signature ikas puts on the address, which is why it can show your store’s numbers without asking you to sign in again.

Note

The frame follows the language of your ikas panel, not your browser.

Connecting with a private app

A private app is one you create inside your own store, which belongs to you and to nobody else. There is no partner account, no review queue, and no third party in the middle. Use this when the one-click install is not offered, or when you would rather not install an app at all. The credentials are stored encrypted and are never shown again after you paste them.

1. Create a private app in ikas.

   In your ikas admin panel, open the apps section and create a private (custom) app. Grant it these permissions:

   Scope	Why it is needed
   read_customers	Import shoppers as CRM contacts
   read_orders	Import orders and attach them to the buyer
   read_products	Read product names and SKUs for the order lines
   write_storefront	Optional. Only needed to install the live chat widget on your storefront

   Apart from write_storefront, every permission is read-only. Pinlyx never changes your products, prices, stock or orders.

2. Copy the credentials.

   ikas shows a Client ID and a Client Secret once. Copy both.

3. Paste them into Pinlyx.

   Open Integrations → ikas, choose Connect with a private app instead, enter your store name and the two credentials, then press Connect store.

   The store name is the mystore part of mystore.myikas.com. A full URL works too.

4. Wait for the first sync.

   The first pass starts immediately and works backwards through your store. Large catalogues are imported over several passes rather than all at once, so nothing is lost if it takes a few rounds.

Check the credentials first

Test credentials verifies the pair against ikas and reports which store they belong to, without storing anything. If they belong to a different store than the name you typed, Pinlyx refuses the connection rather than quietly syncing the wrong shop.

What gets synced

Customers

Every ikas customer becomes a CRM contact. Matching runs in this order:

1. The ikas customer id (stored as ikas:<id> on the contact)
2. Email address, case-insensitive
3. Phone number

A shopper who first appears through an order and later through the customer sync stays one contact. Fields you have edited in the CRM are never overwritten: the sync only fills in what is still empty.

Contacts created by the integration are tagged (ikas by default), so a store’s customers stay filterable and a bad import stays reversible.

Orders

Each order lands on the buyer’s contact. On plans with Finance, it also becomes an income entry keyed on the ikas order id, which means:

• Re-syncing the same order updates the existing entry rather than adding a second one.
• A cancelled or refunded order is re-sent with a refunded status, correcting the original entry.
• A cancelled order whose payment still reads PAID counts as a refund, not as revenue.

Draft orders (carts an operator opened in the ikas admin) are never imported. Unpaid orders are skipped while Paid orders only is on, which is the default.

The income rows are grouped under an automatically created revenue source named after your store, so shop revenue is separable from your other income on the Finance dashboard.

Abandoned checkouts

Unfinished checkouts from the last two weeks are noted on the shopper’s timeline. Nothing is sent automatically. Chasing the cart is a sequence you build and control, so the integration can never message a customer on your behalf.

Live chat on your store

Pinlyx can serve its chat widget on your storefront without you touching a theme file. ikas lets an app inject a script into the storefront, and Pinlyx uses that: the script belongs to the app, so a theme update cannot silently drop it and there is no snippet to re-paste after a redesign.

Turn on Show live chat on the storefront in Integrations → ikas. The widget appears on every storefront page within a page refresh, and turning the toggle off removes it just as directly.

Needs the write_storefront permission

This is the one part of the integration that writes to your store. If your private app was created without write_storefront, the toggle reports that and nothing is installed. Add the permission in ikas and reconnect.

Which widget is shown

Leave the widget selector on automatic and Pinlyx creates one for your store’s own domain the first time. Pick an existing widget instead if you already run one and want the same conversations, greeting and styling on the shop.

Switching the widget later rewrites the injected script in place, so the chat never blinks out on a live shop.

Multiple storefronts

Stores selling B2B or in several locales have more than one storefront. The widget is installed on each of them and the panel reports how many carry it. If one storefront fails while others succeed, the panel names the one that failed rather than reporting a blanket success.

When it is removed

The script is removed when you turn the toggle off, when you disconnect the store, and when your plan no longer includes live chat. Disconnecting always removes it, so a shop is never left with a chat widget that has no CRM behind it.

What your plan includes

The integration itself, customer sync and order sync run on every plan, the free one included. Three things attached to it have their own gates, and the panel says so rather than failing quietly:

• Orders as income entries needs the Finance module. Without it, orders still land on the customer’s timeline; they just do not reach the ledger.
• Live chat on the storefront needs a plan with live chat.
• Follow-up channels (WhatsApp, Telegram, email sequences) follow their own plan limits.

Realtime and the safety net

Pinlyx registers webhooks with ikas for customer and order events, so most changes arrive within seconds. The panel shows Realtime once the subscription is live.

A scheduled sync also runs every 15 minutes. This is deliberate rather than redundant: ikas retries a failing endpoint three times and then stops permanently, with no replay. Without the scheduled pass, a store that was unreachable during a deploy would silently lose those orders. Abandoned checkouts have no webhook at all, so they only arrive this way.

Settings

Setting	Default	What it does
Customers	On	Import ikas customers as contacts
Orders	On	Import orders and attach them to the buyer
Paid orders only	On	Skip drafts and unpaid carts
Add orders to Finance	On	Mirror orders as income entries (needs the Finance module)
Abandoned carts	Off	Note unfinished checkouts on the shopper’s timeline
Tag imported contacts	ikas	Tag applied to every contact the integration creates
Add new contacts to	Default pipeline	Which board and column store customers land on
Show live chat on the storefront	Off	Install the chat widget on your shop through ikas

Changes apply from the next sync onwards. Nothing already imported is removed.

Troubleshooting

The connection says “Paused” with an error

The store’s credentials stopped working: the private app was deleted in ikas, or its secret was rotated. Create the app again (or copy the new secret) and reconnect. Reconnecting the same store keeps the imported history and resumes from where it stopped.

An order is missing

Open Integrations → ikas and read the activity log. It records every webhook delivery and scheduled pass from the last two weeks, with the outcome for each. If the order is not there at all, check whether it is a draft or an unpaid order and whether Paid orders only is on.

Revenue does not appear on the Finance dashboard

Two possibilities: Add orders to Finance is off, or your plan does not include the Finance module. The panel disables the toggle and says so in the second case.

The live chat toggle says the storefront write was refused

Your private app does not carry the write_storefront permission. ikas fixes the scopes of an app when it is created, so add the permission (or recreate the app with it) and reconnect the store.

ikas says “invalid client_id” on the permission screen

Pinlyx is distributed as an unlisted ikas app while it works its way through listing, and an unlisted app only opens for stores that have been added to it. Send us your store name and it is added the same day; the install then works normally. This does not apply once the app is listed in the ikas App Store.

The chat widget does not appear on a development store

ikas development stores do not serve a public storefront: the address redirects to ikas’s own marketing page no matter which theme is published. The script is installed correctly and the panel will say so, but there is no page for a shopper to load it on. Test the widget on a real store.

Two Pinlyx accounts connected the same store

Nothing breaks, but only one of them gets realtime updates: ikas sends each event once, and it reaches whichever connection was registered for the store. The other account keeps importing on the 15 minute scheduled pass, so its data is correct and simply a few minutes behind. If you want the realtime side on a particular account, disconnect the store from the other one.

I want to start over

Full re-sync clears the sync watermarks and re-reads the store from the beginning. It is safe: contacts match on identity and income entries update on the order id, so a full re-read corrects rather than duplicates.

Disconnecting

Disconnect removes the webhook subscriptions and stops all syncing. Imported contacts, their tags, and every income entry stay in your CRM. The store’s own data in ikas is untouched.

Note

A disconnect always succeeds, even if the credentials are already dead on the ikas side.