How to Integrate Shopify with Wicked Reports

This document is for Shopify users who want to learn how to integrate Shopify with Wicked Reports

Table of Contents

1. Why should I Integrate Shopify with Wicked Reports?
2. How Do I Integrate Shopify with Wicked Reports?
3. How Do I Validate My Integration? 
4. What's Next?
5. Troubleshooting
6. FAQ's

Why Should I Integrate Shopify with Wicked Reports?

• You want Wicked Reports to have all the necessary order details to provide attribution.
• Shopify is your "source of truth" with all the orders Wicked Reports needs to attribute.
• You're combining Shopify and multiple other segmented order management systems to get all the necessary order data into Wicked Reports

How Do I Integrate Shopify with Wicked Reports?

The Shopify setup process requires creating a "Custom App" inside your Shopify Store.  You will then provide us the API Key from that "Custom App" inside Wicked Reports.  It's simpler than it sounds.  You can watch this video below to see how you do it, or you can read the steps below the video.

1. Go to your Shopify store. Then, click the Apps menu
   
2. Select, App and Sales Channel Settings
   
3. Click the Develop Apps for Your Store button
   
4. Click, Create an App
   
5. Give your app a name (we recommend: Wicked Reports Integration). Leave the App Developer with the default name and click, Create app
   
6. Click, Configure Admin API scopes
   
7. Select the checkbox for the following permissions:
   Note: If you're missing one of these permissions, please contact Shopify Support to ensure you have the correct Admin permissions.
   
   1. read_customers
   2. read_orders
   3. read_products
   4. write_script_tags
   5. read_script_tags
   6. read_content
8. Click Save at the bottom
9. At the top, click the Install App button. Then, click Install on the popup window
   
10. Click the API Credentials tab. Then, click Reveal Token Once.
    
11. Copy the Admin API access token. It starts with "shpat_".  You will use this token in your Wicked Reports account.
12. Now, find and take note of your Shopify URL. You will use this URL in your Wicked Reports account.

13. Now that you have your API Key and Shopify URL, you'll want to log in to your Wicked Reports account. Once logged in, navigate to the Authorizations Page.
    Setup->Authorizations.

    

14. On the Wicked Reports Authorizations Page, click the Connect button for Shopify
     

15. Insert your Shopify URL and the Shopify Admin API Token, then select Authorize.
    

16. After authorizing your Shopify account, return to your Wicked Reports account the next day after 9am ET to confirm your sales and revenue are present in the account.

How Do I Validate My Integration?

Wicked Reports sales count and revenue amount will typically match your shopping cart order system sales one day after completing your integration. Verifying is important because it ensures your integration is set up and functioning properly. When verifying, we expect the data to be within a 3% margin due to these common causes:

• Time zone differences between your source system and Wicked Reports (EST).
• Not comparing Gross to Gross (or, Net to Net) and/or differences in how these values are calculated
• You have orders that are entered with back-dates, edited days later, or deleted days later.

To quickly validate your revenue, wait one day after the integration is authorized. After,

1. Login to your Wicked Reports Account
2. Go to the Funnel Vision Report
3. Select a date range
4. Compare your accounts summary metric "Total Sales" to Shopify's
5. Compare your accounts summary metric "Total Revenue" to Shopify's

If the comparison is within 3%, then your system is correctly integrated and you should move on to the next steps below. If your comparison has over a 3% discrepancy, then please reference the troubleshooting section below before moving forward. 

What's Next?

• Order Tracking
  • If you are using a normal Shopify account, or a Shopify Plus account with a theme that uses Shopfiy's old checkout.liquid, then your tracking setup is already fully complete and there is nothing further for you to action!
    • All incoming clicks directly to your Shopify store URLs will be automatically tracked. No need to deploy the Wicked Reports tracking code on your store - it's already auto-deployed to your website and order confirmation page.
  • If you are using a Shopify Plus account with a theme that uses Shopify's new Checkout Extensibility as your checkout page, then please follow this guide to fully complete your tracking setup.
    • You'll need to create a Custom Pixel and install the Custom Tracking Script onto your Checkout Extensibility page to ensure we can properly track your Checkout opt-ins. After that, your tracking setup will be fully completed!
• Historical Orders
  Wicked Reports will now automatically retrieve your entire Shopify order history for cohort and customer lifetime value reporting.
• When will I see my data?
  Each morning, at about 12:00 pm UTC, Wicked Reports updates its database. This is when we will retrieve the previous day's Shopify orders, attribute them back to clicks, leads, and ad spend, and update your reports.

Troubleshooting

• Are you having difficulty trusting your Shopify Integration?
• Do you feel like something is off or missing?
• Are you experiencing one of these issues?
  
  • My revenue is different from what's in Shopify
    • If so, run through this Revenue Validation Test.
    • The Revenue Validation test is designed to compare order platform data and isolate the cause of discrepancies between order management systems. It's highly effective and is the test our support team uses to identify issues of this kind. 
  • I have attributed leads and sales, but less than what Shopify attributes.
    • If so, run through the Tracking Validation Routine.
    • The Tracking Validation routine is a series of tests designed to validate your tracking setup; locate issues and bring your tracking up to the highest quality standard. If you're currently experiencing a tracking issue, then this routine is designed to find it.

If you're still experiencing one of these issues after running through the tests, or if you're facing any other issues, then please contact our customer support team and we'll help get things squared away!

FAQs:

1. How can I optimize my Shopify Tracking performance?
   

   1. You can manually move the Wicked Reports tracking code directly before the </body> tag in the theme template.

   2. You can turn off lazyload for the Wicked Reports script in your Shopify Account
2. How do I track a non-Shopify Checkout Page?
   If you have a checkout page that allows our tracking script to be directly added to it or through GTM, then that's exactly what you should do. Otherwise, you'll need to set up a trackable Thank-You Page. Reach out to support if you'd like assistance.
3. I have orders coming into stores that aren't in Shopify. What should I do?
   1. If you notice orders from sources outside your Shopify store, ensure accurate tracking by authorizing additional order sources through the Setup->Authorizations menu.
   2. Only authorize sources that generate unique orders not already present in your Shopify store. If you exclusively use Stripe for processing Shopify orders, there's no need to authorize it separately; simply authorize Shopify for comprehensive tracking.
      
4. Can I filter/block orders from coming into Wicked via Shopify Tag?
   Yes. If you would like to do this, then please open a support ticket or email support@wickedreports.com with the tag(s) you'd like to filter with. We will then have our development team activate this for you.
   Note: If you filter by tags, you're Shopify dashboard revenue will no longer align with the revenue in Wicked Reports.
5. Can I choose only to send in select orders via Shopify Tag?
   Yes. If you would like to do this, then please open a support ticket or email support@wickedreports.com with the order tag(s) you'd like to have sent to Wicked. We will then have our development team activate this for you.
   Note: If you only send in select orders by tags, you're Shopify dashboard revenue will no longer align with the revenue in Wicked Reports.
6. Will Wicked Reports report on the product information in my Shopify account?
   

   Yes, we report off the product names in your Shopify store. Note: For this to work, you'll need to create products in Shopify and then have your Shopify checkout use those products as line items of the order. If you do not use product names, the product attribution and product reporting will not equal your daily sales

7.  Does Wicked Reports support Up-Sell Software with Shopify?
   Yes, Wicked Reports seamlessly integrates with both CartHook and Zipify's One Click Upsell, ensuring accurate tracking and reporting of upsell orders. If you utilize a different upsell software, then please reach out to support@wickedreports.com for additional details.
8. Does Wicked Report work with my Subscription Software?
   If you are using Recharge or Chargify, then yes. Simply integrate those platforms along with your Shopify integration. We will then pull in all historical subscription data, along with all new and recurring subscription billings each morning for the previous day. If you utilize a different subscription software, then please reach out to support@wickedreports.com for additional details.
9. What information do I use when authorizing Recharge with Wicked Reports?
   ReCharge will use the same information used when setting up Wicked Reports with your Shopify Store.  It will ask you to provide the URL of your Shop and the Admin API Token you created in the earlier steps. Note: You do NOT need to create a new Shopify Custom App for ReCharge.  You will use the same app created for the Shopify integration above.
10. How does Recharge Churn logic work?
    Each morning when Wicked pulls orders from Shopify we check it for recharge tag.
    
    1. If the tag is detected, we fill in the subscription ID for the order using the product SKU name and the email of contact.
    2. If next month we don't see an order with the same subscription ID, it's considered a churn.
11. How do I get my historical data attributed?
    By default, this data will be attributed as Pre-Wicked. However, if you have tracking (or, attribution) data stored in their CRM from your past efforts, you can send it to Wicked Reports.  We will then attribute your custom tracking data to Shopify sales & revenue. You can learn more here. 
12. How does Wicked Reports report the breakdown of Gross vs Net for Shopify Sales?
    1. Wicked's Gross Shopify Revenue = Shopify Gross order amount + shipping + tax 
    2. Wicked's Net Shopify Revenue  = Shopify Gross order amount - refunds - discounts + shipping + tax