Projects A Shopify enrolment flow with identity checks and ERP sync

A Shopify enrolment flow with identity checks and ERP sync

Onboarding into an affiliate or partner program, with OTP verification and live account linking, built outside Shopify’s theme.

Demo recreation of the enrolment step that links a verified customer to their ERP account
See the enrolment flow above. Demo data. Recreated to show the work.
How long
2023 to 2024
My role
Solution ArchitectureFrontend Development, Backend Development, Shopify Integration
Kind of project
Store extensionLarge project

The problem.

The business needed customers to enrol into affiliate or partner programs through Shopify, but with identity verification and a live link to their ERP system, more than a Shopify theme or off-the-shelf app could handle.

What I built.

A self-contained enrolment application, embedded in Shopify but running independently of its theme, so theme changes don’t touch it. It walks a customer through a multi-step signup with conditional logic, verifies their identity through a custom one-time-password (OTP) system, looks up and links their account live in the Exigo ERP system, and generates a downloadable PDF confirmation automatically.

What they got.

A verified, ERP-linked enrolment flow that’s reusable across multiple affiliate or partner programs, not a one-off built into a single store’s theme.

For your technical person

Frontend: custom embedded React single-page application. Backend: custom Node.js API server. Integrations: Exigo ERP for live account lookups, a custom OTP verification API, and PDF generation for enrolment confirmations. Session management keeps the multi-step enrolment secure, and a real-time error tracking and notification system flags failures as they happen. Data passes to Shopify only through the API layer, and each store or partner program is configured separately. Hosted externally as a Node.js app, embedded into Shopify via App Bridge or ScriptTag, fully decoupled from Shopify’s core theme so it can be reused across stores or partner programs. 2023 to 2024.

Running into the same problem? Tell me about yours.

+27 87 150 9305

Monday to Friday, 09:00 to 20:00 SAST. Or email info@antondevilliers.com.

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