What RevLogic can access

When you install RevLogic, Shopify asks you to approve a set of permissions. This article explains, in plain language, exactly what those permissions let RevLogic do — and, just as importantly, what they don’t.

• Your orders. RevLogic reads your order history — line items, quantities, prices, and dates — because orders are the raw material for every customer profile, reorder cycle, and recommendation.
• Your customers. It reads customer records — names, companies, email, phone, and location — to match orders to accounts and to power search and the call list.
• Your products. It reads your catalog, including product types and vendors, so cross-sell recommendations and the categories/brands-to-pitch suggestions know what you sell.

RevLogic writes in exactly four places, and nowhere else:

• Draft orders. The New quote button lets your sales team build a quote for a customer; when they send it, RevLogic creates a standard Shopify draft order from it, which then opens in your Shopify admin for you to finish.
• Its own analytics fields on customers. Churn risk, health, reorder cycle status, value tier, and top category, added as custom fields in RevLogic’s own revlogic namespace so you can group your Shopify reports by them. See RevLogic in Shopify Analytics.
• Its own analytics fields on orders. Whether an order started as a RevLogic quote, and who on your team keyed it — again as custom fields in the revlogic namespace.
• One customer tag, if you switch it on. RevLogic can keep a tag spelled RevLogic Winback on customers who are currently in winback, adding and removing it as they lapse and return. This is off unless you turn it on, it is the only tag RevLogic ever touches, and it only ever removes the tag it added — your own tags are never changed. See Churn risk and winback.

That’s the complete list. If RevLogic ever needed additional permissions, Shopify would prompt you to review and approve them before they took effect — which is exactly what happened when the analytics fields were added.

Even with permission to write to customers and orders, RevLogic only ever adds its own fields and its own tag. It cannot and does not:

• Edit or delete your orders, or change what’s on them.
• Edit or delete your customers, or change their names, contact details, or addresses.
• Edit or delete your products, prices, or inventory.
• Change any of your store’s settings.
• Add, change, or remove any customer tag other than its own RevLogic Winback.

The only things it creates anywhere in Shopify are a draft order from a quote your team builds — a proposed order sitting in your admin that you review, adjust, and decide whether to collect payment on — the RevLogic analytics fields described above, and the winback tag if you've switched it on. RevLogic never places a finished order or charges a customer on its own.

Both of the writes onto customer records are yours to switch off: the analytics fields in Settings → Shopify Analytics, and the tag in Settings → Winback tag in Shopify. Quoting and everything else carries on unchanged either way.

The orders, customers, and products RevLogic reads are stored in RevLogic’s own encrypted database, scoped to your store, so the app can compute intelligence quickly without querying Shopify on every click. This data:

• Is used only to provide the RevLogic features you see in the app.
• Is never sold or shared with third parties.
• Stays tied to your store and is deleted when you uninstall.

Customer contact details in particular stay within your store and RevLogic’s secure database — they’re never handed off to anyone else.

RevLogic asks for the minimum it needs to do its job: read the data that describes your customers and their buying, turn the quotes your sales team builds during calls into draft orders, and hand its findings back to your store as report dimensions you own. Nothing in that set lets the app alter your storefront, your catalog, or the contents of your customers’ and orders’ records — which is exactly how a sales-intelligence tool should behave.

• RevLogic in Shopify Analytics — the fields RevLogic adds to customers and orders, and the reports they unlock.
• Data retention and GDPR — how long data is kept and how deletion requests are handled.
• What data RevLogic syncs — the detail on what’s pulled and how often.