Complete How-To Guide for Setting Up the Upstack Data App in Shopify

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.

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Overview

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Prerequisites

• Active Shopify store (your-store.myshopify.com)
• Shopify Admin access with permission to install apps and edit themes
• Facebook Business Manager account and admin access (for Meta tracking)
• Ad account credentials and access for every platform you want to track
• An Upstack Data account (created during installation if you don’t have one)

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Configuration steps

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Part 1: Download and Install Upstack Data App

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Part 2: Enable Theme App Extension

1

Open the theme settings prompt

After signing in to the Upstack Data app, a modal window will prompt you to enable the UpStackified Theme App Extension.Click Enable UpStackified Theme App Extension.

2

Enable the Theme App Extension in Shopify Admin

In Shopify Admin, ensure the UpStackified Theme App Extension is ENABLED.Help guide to complete this step:How to Ensure Upstack Data Theme App Extension is Enabled →

3

Proceed to onboarding

Click Continue to proceed with the onboarding.

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Part 3: Add Custom Pixel

1

Open Customer Events in the Upstack Data app

On the Upstack Data app onboarding page, click Customer events.

2

Copy the Pixel Code

Click the Copy Pixel Code button to copy the code to your clipboard.

3

Add a Custom Pixel in Shopify Admin

In your Shopify Admin, navigate to Settings → Customer events → Add custom pixel.

4

Name the Custom Pixel

Set the pixel name to UpstackData → click Add pixel.

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Part 4: Connect Shopify Customer Events Pixel

1

Set consent and privacy settings

Upstack Data does not sell any data. We are a privacy-first solution and committed to adhering to the regulations for each jurisdiction.

Help guide to complete this step:Shopify Custom Pixel - Privacy Consent Settings →

2

Paste the Pixel Code

Paste the Pixel Code → click Save → click Connect.

3

Connect the Custom Pixel

In the modal popup, click Connect.

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Part 5: Finish setup

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Part 6: Verify the installation

• Place a test order on your store (or wait for a real one).
• In the Upstack dashboard, open Event Health and confirm PageView, AddToCart, InitiateCheckout, and Purchase events are arriving.
• In Shopify Admin → Settings → Customer events, confirm the UpstackData Custom Pixel shows status Connected.
• In Shopify Admin → Online Store → Themes → Customize → App embeds, confirm UpStackified Pixel is enabled.