At a Glance: This article will provide a step-by-step guide for installing Shopify and tracking cancelled orders within the platform.
Trackier now lets you track the orders that the user has canceled. To track cancelled orders on Shopify, you'll need to follow a few steps both within Shopify and the Trackier panel.
Steps in Shopify
Simple Steps to Generate a Shopify Access Token:
Login & Navigate: Log in to your Shopify admin, then go to Settings > Apps and sales channels.
Enable Development: Click Develop apps (allow custom app development if prompted).
Create App: Click Create an app, name it, and select an App developer.
Set API Scopes: In the Overview tab, click Configure Admin API scopes and select the required scopes. You only need to select the read_assigned_fulfillment_orders, read_fulfillment (services), and read_orders checkboxes. Please refer to the attached screenshot.
Install & Reveal Token: Click Save, then Install app, and finally click Reveal token in the Admin API section to get your Access Token.
Finding your Shopify Store ID:
Admin URL: While logged into your Shopify admin, look at the URL in your browser's address bar. It should follow this format: https://yourstorename.myshopify.com/admin.
2. Your Store Name: The portion of the URL that reads yourstorename.myshopify.com is essentially your Shopify ID. This unique name is what sets your store apart within the Shopify ecosystem.
Steps in the Trackier Panel
In Trackier, the integration process starts by navigating to the Automation section in the Trackier panel. From there, go to E-commerce and select Shopify App Install.
Under Action, choose Add Integration to begin setting up the Shopify integration.
You’ll need to enter your Shopify Store ID, which can be found in your Shopify URL (for reference, you can look at the attached screenshot). Once you have the Store ID, paste it into the required field. Afterward, paste the API access token you previously copied from Shopify into the designated field. Ensure that the integration status is set to Active, then click Save to confirm.
Once the integration is saved, return to the Trackier panel to verify that the integration has been successfully created.
To complete the setup, click on Edit next to the newly created integration (again, please refer to the screenshot for clarity).
In the TXN ID field, set the value to Order ID to align with Shopify’s order identification.
In the sub1 field, please set the value to Order Name to ensure alignment with Shopify’s order name identification.
Then, enable the Order Cancel Webhook by selecting Yes, which ensures that cancelled orders will be tracked in Trackier. After making these changes, click Save to finalise the configuration.
With these steps completed, the integration for tracking cancelled orders between Shopify and Trackier will be fully set up and active.
We're thrilled to have put together a top-notch team of qualified experts who are available to handle any of your concerns and respond to any inquiries you may have. You can contact us at any time by sending an email to support@trackier.com or using the in-platform chat feature.
