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Data Sources Connections

These are all the external data sources & channel options which Trackian currently supports, and how to properly enable them in the platform.
Zlatan Ivanov
By Zlatan Ivanov
4 articles

Connect: Google Analytics 4

Setup time: 10-15 minutes Overview GA4 is the foundation of Trackian's blended data approach. By connecting GA4, you enable deep behavioral insights, accurate attribution, and enriched channel performance data that goes far beyond what any single platform can provide. What You'll Need - Admin or Editor access to your GA4 property - Your GA4 property already tracking your website - Google account credentials GA4 Audit Service Need help optimizing your GA4 setup? We offer a comprehensive GA4 Audit as a one-time service to ensure your tracking is configured correctly. Our audit includes: - Conversion tracking verification - E-commerce setup review - Data quality assessment - Custom event recommendations - Channel configuration optimization Contact our support team at support@trackian.com to schedule your GA4 Audit. Step-by-Step Setup Guide Step 1: Authorize Google Account In your Trackian dashboard: - Go to Projects. Click on your project name. Navigate to Data Sources. (or simply create a new project) - Click "Google Analytics 4" - Click "Select profile" and then "Add new profile..." - You'll be redirected to Google's authorization page - Sign in with the Google account that has access to your GA4 property - Grant Trackian permission to read your analytics data by clicking the checkbox Step 2: Select Your GA4 Property After authorization: - Click "Select account" dropdown - Choose the Google account containing your GA4 property - Click "Select a property" dropdown - Choose your GA4 property from the list - Click "Save" Note: If you don't see your property, ensure you have at least Editor access in GA4. Step 3: Configure Custom Channel Settings This critical step ensures your traffic is properly categorized for accurate attribution. 1. Go to Projects and click on your project's name. 2. Navigate to Google Analytics tab. 3. Navigate to Custom channels Understanding Channel Grouping Trackian uses custom channel definitions to properly attribute your traffic. The order matters - channels are evaluated from top to bottom, and traffic is assigned to the first matching channel. Default Channel Configuration Your account comes with these pre-configured channels: - Direct - Direct traffic with no referrer - Google Ads - Traffic from Google Ads campaigns (Search, Display, Video) - Source matches exactly: google AND Medium matches exactly: cpc - Note: If using custom UTM tagging, adjust rules accordingly - Google Organic - Organic Google search traffic - Source contains: google AND Medium is organic or empty - Facebook and Instagram - All Meta platforms traffic (organic and paid) - Includes: Facebook, Instagram, Messenger, Audience Network - Source/Medium contains: facebook, instagram, messenger, IGShopping - OR Source/Medium matches exactly: fb, ig, an - TikTok - TikTok traffic (organic and paid) - Source contains: tiktok - LinkedIn - LinkedIn traffic (organic and paid) - Source contains: linkedin or lnkd.in - Twitter - Twitter/X traffic (organic and paid) - Source contains: t.co or twitter - Other Social - Traffic from other social platforms - Source/Medium contains: social, pinterest, reddit, youtube - Email - Email marketing traffic - Source/Medium contains: email, newsletter, mailchimp, klaviyo, brevo, omnisend - Affiliates - Affiliate partner traffic - Source/Medium contains: affiliate, partner - Mobile Push Notifications - Push notification campaigns - Source/Medium ends with: push or contains: onesignal, pushwoosh Adding Custom Channels To add channels specific to your business: - Click "Add new channel" - Enter channel name (e.g., "WhatsApp", "SMS", "Influencer") - Define matching rules: - Matches exactly (=): Exact parameter match - Contains: Partial match anywhere in parameter - Regular expression: Advanced pattern matching - Click "Add channel" - Set the priority order (drag to reorder) Popular Custom Channels to Add: - Klaviyo: utm_source contains klaviyo - WhatsApp: utm_source equals whatsapp - SMS: utm_source contains sms or text - TikTok Organic: referrer contains tiktok (without paid parameters) - Podcast: utm_source contains podcast Step 4: Sync Channel Groups After making any changes to channel configuration: - Click "Resync channel groups" - Changes apply to all historical and future data and usually takes 24 hours Important: You must resync after: - Adding new channels - Changing channel order - Modifying match conditions - Deleting channels Understanding Blended Data Once GA4 is connected, Trackian blends it with your other platforms to provide: Enhanced Attribution - See which Facebook campaigns drive specific product purchases - Understand Google Ads performance beyond last-click - Track customer journeys across all touchpoints Behavioral Insights - Products viewed but not purchased per channel - Time on site by traffic source - Funnel drop-off points by campaign - Internal site search queries Hidden Metrics - Organic search terms driving revenue (even "unknown") - True channel contribution vs platform claims - Cross-device customer behavior Troubleshooting "No properties found" - Verify you have Editor or Admin access in GA4 - Check you're signed in with the correct Google account - Ensure GA4 is set up "Data not appearing after connection" - GA4 data processing can take 24-48 hours initially - Verify your GA4 property is receiving data - Check that your website has GA4 tracking code installed "Channels showing as 'Unassigned'" - Review your channel definitions - Ensure UTM parameters are properly set in your campaigns - Resync channel groups after making changes "Discrepancies with GA4 interface" - Trackian uses custom channel definitions for consistency - We process data differently for enhanced attribution - Time zones may differ - check your settings Best Practices UTM Parameter Consistency Use consistent UTM parameters across all campaigns: - utm_source: Where traffic comes from (facebook, google, newsletter) - utm_medium: Type of traffic (cpc, organic, email) - utm_campaign: Specific campaign name - utm_content: Ad or link identifier -> For Facebook Ads you must use {{ad.id}} - utm_term: Keywords (optional) Channel Priority Order channels from most specific to most general: 1. Branded campaigns (your brand name) 2. Specific platforms (Facebook, Google) 3. Channel types (Social, Email) 4. Catch-all (Other) Data Privacy & Compliance - Trackian only accesses aggregated data - No personally identifiable information (PII) is stored - All data transfer is encrypted - Compliant with GA4's terms of service What Happens Next After successful connection: 1. Historical data import begins (up to 3 years) 2. Daily automatic syncs are scheduled 3. Blended reports become available within 24-48 hours 4. Channel attribution enriches all platform data 5. Behavioral insights appear in your dashboards Common Questions Q: Will this affect my GA4 data? No, Trackian has read-only access. Your GA4 data remains unchanged. Q: Can I connect multiple GA4 properties? Yes, but each property needs a separate project in Trackian. Q: Should I get a GA4 Audit? If you're unsure about your GA4 setup or want to maximize data quality, our audit service can help identify and fix tracking issues before they affect your reporting. Need Help? For assistance with GA4 setup, contact us at support@trackian.com with: - Your GA4 property ID - Screenshot of any error messages - Your website URL For GA4 Audit service, contact support@trackian.com

Last updated on Oct 09, 2025

Connect: Meta Ads (Facebook & Instagram)

Overview Connecting Meta Ads to Trackian enables comprehensive tracking of your Facebook and Instagram advertising performance. This guide covers both the connection process and the critical UTM setup required for accurate attribution. Requirements - Admin or Advertiser access to your Facebook Ad Account(s) - Access to Facebook Ads Manager to update UTM parameters - Active campaigns you can edit (or ability to create new ones) Part 1: Connect Your Meta Ads Account Step 1: Authorize Facebook Access In your Trackian dashboard: - Go to Projects and click on your project name. - Go to Data Sources - Click on "Configure" in the Facebook Ad Account card. - Click "Select profile" and then "Add new profile..." - You'll be redirected to Facebook's authorization page - Log in with your Facebook account (use the one with ad account access) - Grant Trackian permission to read your ads data [screenshot] Step 2: Select Your Ad Account(s) After authorization: - Click "Select ad account" dropdown - You can "Opt in" all current and future accounts which is recommended OR you can select specific ad accounts you want to connect - Click "Continue" and then "Save" - Then back in Trackian select your ad account from the dropdown and click "Save". Note: You can add additional ad accounts later if needed. - Select your ad account from the dropdown in Trackian and click "Save". Step 3: Verify Connection - You should see a green "Connected" status - Your ad account name(s) and ID(s) will be displayed - Historical data import begins immediately Part 2: Critical UTM Setup for Attribution ⚠️ IMPORTANT: This step is essential for accurate tracking and attribution Without proper UTM parameters, Trackian cannot match your Facebook ad performance with actual conversions on your website. This results in incomplete data and missed insights. Understanding the UTM Requirement Facebook doesn't automatically pass ad-level data to your website. UTM parameters bridge this gap by: - Identifying which specific ad drove each visit - Enabling product-level attribution - Allowing true ROAS calculation - Preventing attribution conflicts Step 1: Choose Your UTM Parameter In Trackian's Meta Ads settings: - Go to Projects - Click your project's name - Click on Facebook Ads tab - Select which UTM parameter you'll use for tracking - Options available: - utm_content (Recommended - usually unused) - utm_term (Alternative if utm_content is taken) - Custom parameter (if both above are in use) - Copy the dynamic parameter code: {{ ad.id }} Step 2: Update Your Facebook Ads You have two options for updating UTMs: Option A: Bulk Update (Multiple Ads) - Click on "Go to Ads Manager" below. - It will send you to your ad account with all untagged ads selected in Edit mode. - Scroll down to find URL parameters field. - Add to your existing parameters: - If empty: utm_content={{ad.id}} - If has parameters: click on "Edit each ad" and append or edit the &utm_content = &utm_content={{ad.id}} - Click "Publish" Option B: Individual Update (Single Ad) - Go to the specific ad in Facebook Ads Manager - Click "Edit" - Scroll to "URL Parameters" - Add utm_content={{ad.id}} - Click "Publish" Example URL Parameters: utm_source=facebook&utm_medium=cpc&utm_campaign={{ campaign.name }}&utm_content={{ ad.id }} Step 3: Verify UTM Implementation Back in Trackian: - Click "Check Now" button - Trackian will scan your ads and show: - ✅ Ads properly tagged - ❌ Ads missing UTM parameters - Fix any ads showing as untagged Warning: Ads without UTM parameters will show in Facebook reporting but won't have conversion data in Trackian. Important Algorithm Notice ⚠️ Adding or changing UTMs will reset Facebook's learning phase What this means: - Performance may fluctuate for 3-7 days - CPM might temporarily increase - Facebook needs to re-optimize delivery Part 3: Best Practices UTM Implementation Strategy For Existing Campaigns: - Update ads gradually to minimize learning phase impact - Start with lower-performing ads first - Update during low-traffic periods (weekends or nights) For New Campaigns: - Always include UTM parameters from the start - Use the template: utm_content={{ad.id}} - Test one ad to verify tracking before scaling Maintaining Social Proof Adding UTMs doesn't delete comments or likes, but if you need to preserve post IDs: - Use existing post IDs when creating new ads with UTMs - In Ads Manager: Create Ad > Use Existing Post - Add UTM parameters to the new ad version Troubleshooting "No ad accounts found" - Verify you have Advertiser or Admin role in Business Manager - Check you're logging in with the right Facebook account - Ensure your ad account isn't restricted or disabled "UTM check shows 0 tagged ads" - Confirm changes were published in Facebook Ads Manager - Wait 5-10 minutes for Facebook to propagate changes - Check you're using the correct parameter (utm_content vs utm_term) "Data mismatch between Facebook and Trackian" - Verify all ads have UTM parameters - Allow 24 hours for data to fully sync - Remember: Facebook uses view-through attribution, Trackian shows true attribution "Can't edit URL parameters" - Some ad types (like lead forms) don't support URL parameters - Dynamic ads may have restrictions - Boosted posts need to be converted to ads first What Data You'll See Without UTM Parameters (Facebook Metrics Only) You'll see basic Facebook-reported metrics: - Spend, impressions, clicks - CTR, CPC, CPM - Facebook's reported conversions and revenue - Basic campaign/ad set performance With Proper UTMs (Full Blended Insights) Unlock comprehensive analytics including: Product Breakdown - Which specific products each ad sells - Product performance by campaign - Profit margins per product/ad Funnel Breakdown - Complete user journey from ad click to purchase - Drop-off points in your conversion funnel - Cart abandonment by traffic source Geographic & Device Analysis - Country-level performance - Device type breakdown (mobile/desktop/tablet) - Cross-device attribution User Behavior - Products viewed but not purchased - Time on site by ad source - Pages visited per session - How Facebook traffic interacts with other channels - Common Questions Q: Will this affect my Facebook ad performance? Initially, yes - the learning phase resets. Performance stabilizes within 3-7 days. Q: Do I need to tag boosted posts? Boosted posts should be run through Ads Manager with proper UTMs for tracking. Q: Can I use different UTM parameters for different campaigns? Keep it consistent - use the same parameter (utm_content) across all ads for reliable tracking. Q: What about Instagram ads? Instagram ads run through Facebook Ads Manager use the same UTM setup. Need Help? For Meta Ads connection issues, contact us at support@trackian.com with: - Your Facebook Ad Account ID - Screenshot of error messages - Which step you're having trouble with

Last updated on Oct 09, 2025

Connect: Shopify

Overview Connecting Shopify to Trackian enables automatic import of your orders, products, customer data, and revenue metrics. This forms the foundation for all your profit calculations and e-commerce analytics. What You'll Need - Admin access to your Shopify store - Your Shopify store URL (e.g., yourstore.myshopify.com) - Ability to create private apps in Shopify Step-by-Step Setup Guide Step 1: Access Your Shopify Admin - Navigate to your Shopify admin panel: https://admin.shopify.com - Open your store's admin page - Click on "Apps" in the left-hand sidebar Step 2: Navigate to App Development - Select "Apps and sales channel settings" - Look for the "Develop apps" option Step 3: Enable Private App Development If private app development isn't already enabled: - Click "Allow custom app development" - Read and accept Shopify's terms and conditions - Click "Allow custom app development" to confirm Note: You need owner or admin permissions to enable this feature. Step 4: Create a Custom App - Click "Create an app" - Enter an app name (e.g., "Trackian Integration") - Provide the app developer's email address (your email) - Click "Create app" Step 5: Configure API Permissions - Go to the "Configuration" tab - Click "Configure" in the Admin API integration section - Select the necessary scopes for Trackian Scope: A scope is a set of permissions that determines the level of access an application has to Shopify's resources. It acts like an authorization level, specifying what data an app can view, modify, or manipulate within the platform. Required Permissions (Read Access Only): - Analytics - Assigned fulfillment orders - GDPR data requests - Locations - Price rules - Product listings - Products - Reports - Resource feedbacks - Script tags - Shipping - Locales - Shopify Payments accounts - Shopify Payments bank accounts - Shopify Payments disputes - Shopify Payments payouts - Content - Themes - Third-party fulfillment orders - Translations - Customers - Discounts - Draft orders - Fulfillments - Gift cards - Inventory - Legal policies - Marketing events - Merchant-managed fulfillment orders - Online store pages - Order edits - Orders Important: Only grant read access. Trackian never needs write permissions. Step 6: Install the App - After setting all required permissions, click "Save" - Return to the API credentials tab - Click "Install app" - Confirm the installation when prompted Step 7: Get API Credentials After installation, you'll see your API credentials: - Admin API access token (starts with shpat_) - API key - API secret key Note: The Admin API access token is shown only once. Copy it immediately and store it securely. Treat the token like a password and only share it with trusted developers. API Key: An API Key is a unique identifier issued to an application to authenticate its identity when making API requests. It acts as a simple security mechanism to control and monitor how the API is used. API Secret Key: An API Secret Key is a confidential key paired with the API Key to add an extra layer of security. It should never be shared publicly. Step 8: Connect to Trackian In your Trackian dashboard: - Go to Projects. Click on your project name. Navigate to Data Sources. - Select "Shopify" - Enter your credentials: - Admin API Access Token: The token you copied (shpat_...) - Shop Name: Your store identifier - For https://example.myshopify.com, enter just example - Do NOT include .myshopify.com - Click "Connect" Step 9: Verify Connection After connecting: - You'll see a green "Connected" status click Save. - Historical data extraction begins immediately - Full data import completes within 24-48 hours On your Projects page you will see the status of historical data export. Troubleshooting "Private apps are disabled" You need owner-level access to enable private apps. Contact your store owner if you don't have permission. "Invalid API token" - Ensure you copied the entire token (it's long!) - Check there are no extra spaces - Verify you're using the Admin API token, not the storefront token "Shop name not found" - Use only the subdomain part of your URL - Correct: mystorename - Wrong: mystorename.myshopify.com or https://mystorename.myshopify.com Data not appearing after 48 hours Contact support at support@trackian.com with your shop name and connection date. Security Notes - Your API token is encrypted and stored securely - Trackian only has read access - we cannot modify your store - You can revoke access anytime from your Shopify admin - We never store customer payment information What Happens Next Once connected, Trackian will: 1. Export your product catalog 2. Sync historical orders 3. Pull customer data for LTV calculations 4. Set up daily automatic syncs 5. Begin calculating profit margins (once you add COGS) Need Help? If you encounter any issues during setup, contact us at support@trackian.com with: - Your store name - The step where you're stuck - Any error messages you're seeing

Last updated on Oct 09, 2025

Connect: WooCommerce

Setup time: 5-10 minutes Overview Connecting WooCommerce to Trackian enables automatic import of your orders, products, and customer data. This integration provides the foundation for tracking your true profitability and understanding your e-commerce performance. What You'll Need - Administrator access to your WordPress/WooCommerce site - WooCommerce version 3.0 or higher - Your website URL Step-by-Step Setup Guide Step 1: Access WooCommerce REST API Settings - Log in to your WordPress admin dashboard - Navigate to: WooCommerce > Settings - Click on the Advanced tab - Select REST API from the submenu Step 2: Create API Keys - Click "Add Key" button - You'll be taken to the Key Details screen Step 3: Configure Key Details Fill in the following information: Description: - Enter a descriptive name (e.g., "Trackian Integration") - This helps you identify the key later User: - Select the user to generate the key for - Choose an administrator account for full access Permissions: - Select "Read" access only - Trackian never needs write permissions Step 4: Generate Your API Keys - Click "Generate API Key" - WooCommerce will create the credentials Important: You'll now see: - Consumer Key (starts with ck_) - Consumer Secret (starts with cs_) - A QR code for mobile access - A "Revoke Key" button ⚠️ Copy both keys immediately! Once you leave this page, the Consumer Secret will be hidden for security. Step 5: Connect to Trackian In your Trackian dashboard: - Go to Projects. Click on your project name. Navigate to Data Sources. - Select "WooCommerce" - Enter your credentials: - Consumer Key: The key starting with ck_ - Consumer Secret: The secret starting with cs_ - Shop Name: Your full domain - For https://example.com, enter example.com - Include the full domain without https:// - Click "Connect" and then "Save" Step 6: Verify Connection After connecting: - You'll see a green "Connected" status - Historical data extraction begins immediately - Full data import completes within 24-48 hours - Important Configuration Notes SSL Requirement Your WooCommerce site must have SSL (https://) enabled for API connections to work securely. Permalink Settings Ensure pretty permalinks are enabled: - Go to Settings > Permalinks - Select any option except "Plain" - Save changes Firewall and Security Plugins If using security plugins (Wordfence, Sucuri, etc.), ensure they're not blocking API access: - Whitelist Trackian's IP addresses (contact support for list) - Allow REST API access Troubleshooting "Consumer key is invalid" - Verify you copied the entire key - Check for extra spaces or characters - Ensure the key hasn't been revoked "Cannot connect to store" - Verify your site is accessible (not in maintenance mode) - Check SSL certificate is valid - Ensure REST API is enabled "Authentication error" - Confirm you selected "Read" permissions - Verify the user account is still active - Check if the API keys were accidentally revoked Shop name format issues - Use your actual domain: yourdomain.com - Don't include: https://, www., or trailing slashes - For subdomains: include full subdomain (e.g., shop.yourdomain.com) WooCommerce-Specific Data Once connected, Trackian will import: - Order history and statuses - Product catalog and variations - Customer information - Payment methods used - Shipping details - Refunds and cancellations - Tax information COGS Setup for WooCommerce After connecting, you'll need to set up your Cost of Goods Sold: 1. Contact support@trackian.com for guidance on exporting your product costs 2. We'll help you format the CSV correctly for import 3. Upload your COGS data to start seeing true profit margins Security Best Practices - Only create read-only API keys - Regularly review active API keys in WooCommerce - Revoke unused keys immediately - Use strong passwords for accounts with API access - Keep WooCommerce and WordPress updated Common Integration Scenarios Multiple Currencies If your store uses multiple currencies, Trackian will convert everything to your primary currency for unified reporting. Custom Order Statuses Trackian recognizes standard WooCommerce order statuses. Contact support if you use custom statuses that need mapping. What Happens Next Once connected, Trackian will: 1. Import your complete product catalog 2. Sync historical orders 3. Pull customer data for analytics 4. Set up daily automatic syncs 5. Prepare data for profit calculations (once COGS are added) Need Help? If you encounter any issues during setup, contact us at support@trackian.com with: - Your domain name - WooCommerce version - The error message (if any) - Step where you're experiencing issues

Last updated on Oct 09, 2025