How To Manually Integrate Your Shopify Store

This is for users who need to know how to integrate their Shopify Store manually. An example of this is if you have a second Shopify Store that you need to integrate with Wicked Reports.

Step 1 - How To Manually Add Tracking Code to Shopify & Validate

This method of adding the tracking code involves the use of theme.liquid. If you do not have theme.liquid available, then you can reach out to support@wickedreports.com for additional assistance.

Login to your Wicked Reports account
1. Navigate to the following page: Setup -> Tracking Code
2. Copy your Wicked Tracking Code by pressing the Copy Code button
Login to your Shopify Account
1. Navigate to the following page: Settings -> Checkout
  1. Scroll down to the Additional Scripts field
  2. Paste your Wicked Tracking Code into the Additional Scripts field
  3. Below the Tracking Code you just pasted into the Additional Scripts field, copy & paste the following HTML code:
```
<input type="hidden" id="wickedEmail" name="email" value="{{checkout.email}}">
```
  4. Press the Save button
2. Return to Shopify home page
3. Navigate to the following page: Online Store -> Themes
  1. Locate your current theme, and press the Actions button
  2. Select Edit Code from the dropdown menu
4. Navigate to the following file: Layout Folder -> Theme.Liquid
  1. Locate the following closing tag:
```
</head>
```
  2. In the row directly above the closing tag, paste your Wicked Tracking Code
    Note: Do NOT include the aforementioned HTML code into this file
  3. Press the Save button

Step 2 - Validate Tracking

Copy the URL of your Shopify homepage
Place the URL in your Wicked Tracking Validation Tool
For more information: How to use the Tracking Validation Tool

Step 3 - Send your Contacts & Orders to Wicked Reports

Choose one of the methods to send your contacts and orders to Wicked Reports. Here, we walk you through all four options:

Option #1: Shopify Webhooks (Recommended)
Option #2: Zapier
Option #3: Custom API
Option #4: Manual CSV Upload

If you're sending data through options 1, 2, or 3, then be sure to enable the API so we can receive that data. Here's a quick walk-through on how to do that.

Option #1 - Shopify Webhooks

PART 1 of 2 - Setup your Webhooks

Login to your Shopify Account
Navigate to the following page: Settings -> Notifications
Press the Create a Webhook button
Note: This button is located at the bottom of the page, in the Webhooks section.
In the popup menu, add the following Contact webhook:
1. Event: Customer creation
2. Format: JSON
3. URL: https://api.wickedreports.com/webhook/ClientName/Shopify?data=contact
  Note: Replace ClientName with your Client Name.
4. Webhook API version: 2022-04 (Latest)
  Note: This field updates frequently - just use the "Latest" version
  1. Press the Save button
In the popup menu, add the following Order webhook:
1. Event: Order creation
2. Format: JSON
3. URL: https://api.wickedreports.com/webhook/ClientName/Shopify?data=order
  Note: Replace ClientName with your Client Name.
4. Webhook API version: 2022-04 (Latest)
  Note: This field updates frequently - just use the "Latest" version
  1. Press the Save button
In the popup menu, add the following Product webhook:
1. Event: Product creation
2. Format: JSON
3. URL: https://api.wickedreports.com/webhook/ClientName/Shopify?data=product
  Note: Replace ClientName with your Client Name.
4. Webhook API version: 2022-04 (Latest)
  Note: This field updates frequently - just use the "Latest" version
  1. Press the Save button
In the popup menu, add the following Order Payment webhook:
1. Event: Order Payment
2. Format: JSON
3. URL: https://api.wickedreports.com/webhook/ClientName/Shopify?data=payment
  Note: Replace ClientName with your Client Name.
4. Webhook API version: 2022-04 (Latest)
  Note: This field updates frequently - just use the "Latest" version
  1. Press the Save button

PART 2 of 2 - Verify that your Webhooks are setup properly

Locate the recently created Customer Creation Webhook
1. Press the Send Test Notification button
  1. This sends a test contact to Wicked Reports. To review your test, go to the following page within Wicked Reports: API & Uploaders -> API Verification. Then, filter by CONTACT, TODAYS DATE, LIVE MODE, and BY DATE ADDED. If the Shopify/Webhook data displays, you ran a successful test!
    Note: If you do not see your data, please note that our API verification page updates every ~30min
Locate the recently created Order Creation Webhook
1. Press the "Send Test Notification" button
  1. This sends a test order to Wicked Reports. To review your test, go to the following page within Wicked Reports: API & Uploaders -> API Verification. Then, filter by ORDERS, TODAYS DATE, LIVE MODE, and BY DATE ADDED. If the TestCart data displays, you ran a successful test!
    Note: If you do not see your data, please note that our API verification page updates every ~30min
Repeat this process for your Product and Order Payment Webhooks

OPTION #2 - Zapier

PART 1 of 2 - Create a Zap for Contacts

Login to your Zapier account
From the left navigation bar, press the Create Zap button
Within the Trigger Step's Choose App and Event section:
1. Set the App field to Shopify
  Note: You may select a different payment software, if required.
2. Set the Event field to New Customer
3. Press the Continue button
In the Choose Account section:
1. Click into the Shopify Account field and press the Connect A New Account button
  Note: Alternatively, use an account that's already connected.
2. Enter the URL of your Shopify Store
3. Press the Yes, Continue button
In the Test Trigger section:
1. Press the Test Trigger button
2. Press the Continue button
Within the Action Step's Choose App and Event section:
1. Set the App field to Wicked Reports
2. Set the Event field to Create Contact
3. Press the Continue button
4. Customize the Contact with these required fields. Once complete, press continue
  NOTE: Some of these fields will have dropdown options. Do your best to choose the most applicable to your business, as they are dynamically generated by Shopify.
  1. Source System - Example: "Zapier - <Shopify Contacts>"
    This way, when troubleshooting, your team & ours will know the data is coming from Zapier and which contact system the data is sending from
  2. Contact ID - this should be available via the dropdown options, though can be any UNIQUE value
  3. CreateDateTime - Type in the word: "NOW"
  4. TimeZone - Required if you do not use NOW as the Create Date Time. This must be in UTC format and match the UTC timezone of your source system (e.g. If Easter Standard Time, then use UTC-5). You must update this field as timezones change with Daylight Savings. For example, EST (Eastern Standard Time) is UTC-5 part of the year and UTC-4 part of the year.
  5. Email - this should be available via the dropdown options
After completing the steps above, select Test & Review

This sends a test to Wicked Reports. To review your test, go to API & Uploaders > API Verification. Then, filter by TEST and the email address used in your Zapier test. If the data displays, you ran a successful test! (If you do not see your data inside Wicked Reports within 45minutes, contact live chat or support@wickedreports.com)
Now, hit the Publish Zap button!

PART 2 of 2 - Create a Zap for Orders

Login to your Zapier account
From the left navigation bar, press the Create Zap button
Within the Trigger's Choose App and Event section:
1. Set the App field to Shopify
2. Set the Event field to New Order (Any Status)
3. Press the Continue button
Within the Choose Account section:
1. Click into the Shopify Account field and press the Connect A New Account button
  Note: Alternatively, use an account that's already connected.
2. Enter the URL of your Shopify Store
3. Press the Yes, Continue button
Within the Test Trigger section:
1. Press the Test Trigger button
2. Press the Continue button
3. Setup your ZAPs Action
Within the Choose App and Event section:
1. Set the App field to Wicked Reports
2. Set the Event field to Create Order
3. Press the Continue button
In the Choose Account section:
1. Click into the Wicked Reports Account field and press the Connect A New Account button
  Note: Alternatively, use an account that's already connected.
Within the Set Up an Action section:
1. Customize the Order with these required fields. Please note, some of these fields will have dropdown options. Do your best to choose the most applicable to your business, as they are dynamically generated by Shopify.
  1. Source System - Example: "Zapier - <Shopify Orders>"
    This way, when troubleshooting, your team & ours will know the data is coming from Zapier and which order system the data is sending from
  2. Customer Email - this should be available via the dropdown options
  3. Order ID - this should be available via the dropdown options. Example: "Customer last order id"
  4. Order Total - this should be available via the dropdown options. Example: "Total price"
  5. Order Date Time - Type in the word: "NOW"
  6. Refund - Must be formatted as: "Yes" or "No"
  7. Order Time Zone* - *Required if you do not use "NOW" in the Order Date Time field. This must be in UTC format and match the UTC timezone of your source system (e.g. If Easter Standard Time, then use UTC-5). You must update this field as timezones change with Daylight Savings. For example, EST (Eastern Standard Time) is UTC-5 part of the year and UTC-4 part of the year.
  8. SubscriptionID* -this should be available via the dropdown options
    *This field is required for subscription orders.
    How does Wicked handle subscriptions?
  9. Product ID* - this should be available via the dropdown options
    *This field is only required if you want your products to populate in our Product Report.
  10. Product Name* - this should be available via the dropdown options. Example: "Basket O' Berries"
    *This field is only required if you want your products to populate in our Product Report.
After completing the steps above, select Test & Review

This sends a test to Wicked Reports. To review your test, go to API & Uploaders > API Verification. Then, filter by TEST and the email address used in your Zapier test. If the data displays, you ran a successful test! (If you do not see your data inside Wicked Reports within 45minutes, contact live chat or support@wickedreports.com)
Now, hit the Publish Zap button!

Option #3 - Custom API

View our API Documentation

Option #4 - Manual CSV Upload

If you go the route of manually importing your data, then you can disable HTTP post and API from your authorizations, as it is not needed.

How to import contacts
How to import orders

4. Summary

In this article, you learned the following:

How to Manually Add the Tracking Code to Shopify
How to Validate the Tracking Code
How to Send Your Contacts & Orders to Wicked Reports

It is further recommended that you:

If you have any additional questions, feel free to reach out to us at support@wickedreports.com.

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