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Complete Upstack Data Onboarding Guide

This is a complete onboarding guide that covers installing Upstack Data in Shopify, setting up your pixel, connecting ad and email platforms, and completing data integrations for accurate tracking and attribution.

Fin avatar
Written by Fin
Updated over a week ago

Part 1: Install and Set up Upstack Data in Shopify

In this step, you will install the Upstack Data app from the Shopify App Store and complete the initial setup. This connects your Shopify store to Upstack Data, enabling pixel tracking, event collection, and data integration needed for accurate reporting and attribution.

Help guide to complete this step:


Part 2: Connect Ad Platforms

In this step, you will connect your ad platforms (Facebook, Klaviyo, Google, Snapchat, Pinterest, and TikTok) to Upstack Data. This enables syncing of performance data and sending server-side conversion events for more accurate tracking and attribution.

2.1. Facebook (Meta) Ads

2.2. Google Ads

2.3. Snapchat Ads

2.4. Pinterest Ads

2.5. Tiktok Ads


Part 3: Connect Email & CRM Platforms

In this step, you’ll connect your email and CRM platforms (such as Omnisend and Sendlane) to Upstack Data. This syncs customer data and events, enabling enriched reporting and more effective marketing automation

3.1. Klaviyo

3.1.1. Klaviyo Integration Setup

3.1.2. Upstack Abandonment Flows Setup

3.2 Omnisend


Part 4: Data Integrations Setup

In this step, you’ll configure data integrations in Upstack Data to unify tracking across platforms. This ensures accurate event collection, consistent attribution, and reliable reporting.

4.1. Facebook (Meta) Ads

4.2. Google Ads


Need help? If you encounter any issues during setup, contact our support team and we'll help diagnose the problem.

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