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

This is guide is a step-by-step instructions to installing and setting up the Upstack Data app in Shopify for accurate tracking & reporting.

New to Upstack? If you haven’t already, create your Upstack account before continuing.

• Sign up for Upstack Data and choose your plan
• Connect Shopify from the Upstack dashboard (Data Sources → Shopify)
• Enable Theme App Extension
• Add Upstack Data Custom Pixel
• Set Consent and Privacy Settings for the Upstack Data Custom Pixel
• Connect Shopify Customer Events Pixel
• Finish setup
• Verify events

Overview

Upstack Data is a first-party data pixel (CAPI) solution that enhances your Facebook (Meta), TikTok Ads, Google Ads , and Klaviyo tracking capabilities, helping you bypass iOS 14+ restrictions and improve your advertising ROAS.

Prerequisites

• Active Upstack Data account (sign up)

• 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

Configuration steps

Part 1: Connect Shopify from the Upstack dashboard

Sign in to app.upstackdata.com, navigate to Data Sources → Shopify, and click Connect Shopify. Upstack redirects you to your Shopify Admin to authorize the install.

Help guide to complete this step:

How to Install the Upstack Data App in Shopify →

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.

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.

   

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.

   

Part 5: Finish setup

In the Upstack Data app, click Continue → then click Finish Setup.

Part 6: Verify the installation

Confirm everything is wired up correctly before you start running ads:

• 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.

Need help?

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