Prerequisites
- Active Upstack Data account (sign up)
-
Active Shopify store (
your-store.myshopify.com) - Shopify Admin access with permission to install apps
Configuration steps
1
Sign in to Upstack Data
Open app.upstackdata.com and sign in with your Upstack account credentials. If you don’t have an account yet, create one first.
2
Open the Shopify data source
In the Upstack dashboard, open System → Data Sources and click the Shopify card. The Connect your store dialog opens.
The Shopify card appears only on accounts created at app.upstackdata.com. If you installed Upstack from the Shopify App Store, your store is already connected through that install.
3
Connect your Shopify store
Enter your store address: the part before
.myshopify.com. To find it, open your Shopify admin and copy the name from the URL (admin.shopify.com/store/your-store-name). It can differ from your store’s display name.Click Check store, then click Connect with Shopify. Upstack redirects you to your Shopify Admin to authorize the app installation.4
Approve the app installation in Shopify
Review the permissions Upstack requests, then click Install in your Shopify Admin.Upstack requests read-only access to your store data — including orders, customers, products, and customer events — for event enrichment. The only write permission requested is
write_pixels, which Upstack uses to manage the Upstack pixel.5
Return to the Upstack dashboard
After approving the install in Shopify, you’re automatically redirected back to the Upstack dashboard. The Shopify card on System → Data Sources now shows Connected.
Verify the install
- In the Upstack dashboard, confirm the Shopify card on System → Data Sources shows Connected.
- In your Shopify Admin, navigate to Settings → Apps and sales channels and confirm Upstack: Site Intelligence appears in your list of installed apps.
Next steps
Enable the Theme App Extension
Activate the Upstack Data theme app extension in your Shopify theme editor.
Add the Custom Pixel
Paste the Upstack pixel code into Shopify’s Customer Events.
Configure privacy settings
Set consent and privacy settings for the Upstack custom pixel.