Documentation Index
Fetch the complete documentation index at: https://docs.upstackdata.com/llms.txt
Use this file to discover all available pages before exploring further.
Prerequisites
Before you start, make sure you have:-
An active Shopify store (
your-store.myshopify.com) and Shopify Admin access with permission to install apps and edit themes. - Admin access to every ad platform you’ll connect (Meta, Google Ads, TikTok, Snapchat, Pinterest).
- Admin access to your email/CRM platform (Klaviyo, Omnisend) if you plan to enrich those flows.
- A valid payment method on the Shopify account that will install Upstack Data.
- Access to the email inbox you’ll use for your Upstack Data account (a verification code is sent during sign-up).
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: Complete How-To Guide for Setting Up the Upstack Data App in ShopifyPart 2: Connect ad platforms
In this step, you will connect your ad platforms (Meta, Google Ads, Snapchat, Pinterest, and TikTok) as destinations in 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
Complete How-To Guide for Onboarding Facebook (Meta) in Upstack Data2.2. Google Ads
Complete How-To Guide for Onboarding Google Ads in Upstack Data2.3. Snapchat Ads
Complete How-To Guide for Onboarding Snapchat in Upstack Data2.4. Pinterest Ads
Complete How-To Guide for Onboarding Pinterest in Upstack Data2.5. Tiktok Ads
Complete How-To Guide for Onboarding TikTok Ads in Upstack DataPart 3: Connect email & CRM platforms
In this step, you’ll connect your email and CRM platforms (such as Klaviyo and Omnisend) 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
Complete How-To Guide for Onboarding Klaviyo in Upstack Data3.1.2. Upstack Abandonment Flows Setup
Complete Guide to Setting Up Upstack Abandonment Flows in Klaviyo3.2 Omnisend
Complete How-To Guide for Onboarding Omnisend in Upstack DataPart 4: Data Integrations setup
In this step, you’ll configure Data Integrations in the Upstack dashboard to unify tracking across platforms. This ensures accurate event collection, consistent attribution, and reliable reporting.4.1. Facebook (Meta) Ads
How to Connect your Facebook Ads Account in Upstack Data Integrations4.2. Google Ads
How to Connect your Google Ads Account in Upstack Data IntegrationsPart 5: Verify the install
After completing the previous parts, confirm everything is wired up correctly before scaling spend:- In Shopify Admin → Settings → Customer events, confirm the UpstackData Custom Pixel is Connected.
- In Shopify Admin → Online Store → Themes → Customize → App embeds, confirm UpStackified Pixel is enabled on your live theme.
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In the Upstack dashboard, open Event Health and confirm
PageView,AddToCart,InitiateCheckout, andPurchaseevents are arriving. - On the Data Integrations page, confirm every connected destination shows status Healthy.
- In each destination platform’s event manager (e.g., Meta Events Manager, Google Ads conversions), confirm events are arriving via the server-side / CAPI channel.
Need help?If you encounter any issues during setup, contact our support team and we’ll help diagnose the problem.