Test your CRM connection
You want to confirm tickets will be created before relying on it — or tickets stopped appearing.
Available on Growth and Pro.Growth & Pro
This guide stays visible on every plan — the feature itself unlocks when your plan includes it. Compare plans.
The dashboard includes a CRM connection tester so you can confirm the agent can write tickets. It's owner-only.
Steps
- Go to Integrations. Under Create CRM tickets, expand Test CRM ticket creation.
- Run it. It creates a real, clearly-labelled test ticket in your Shift4Shop CRM, so a healthy result means real tickets will be created too.
- If it fails, the result indicates whether it's a connection, access, or configuration problem.
Troubleshooting
- Test fails → store/CRM connection or scope problem → re-check your connection in Reconnect or update your credentials.
- Test passes but no tickets → the Create CRM tickets capability is off → turn it on.