Use Shift4Shop with SegMetrics

In this article, you’ll learn how to integrate Shift4Shop with your SegMetrics account. For this integration we’ll use Zapier to automatically send your Shift4Shop orders into SegMetrics.

What you’ll need for this integration:

Connecting Shift4Shop to SegMetrics

First, we’ll create the necessary connection from inside of your SegMetrics account. This process allows Zapier to send data into SegMetrics. 

To create the initial connection:

  1. Head over to the Integrations page in your SegMetrics account
  2. From the list of available integrations, search for and click on Shift4Shop
  3. Follow the rest of the prompts

Once this part of the setup is complete, you’ll notice that the Shift4Shop integration is now configured in your account. The next step is to head over to Zapier and create the necessary Zap to send Shift4Shop orders into SegMetrics.

Installing Your Zap Template

Next, we’ll head over to your Zapier account and create the Zap for sending Shift4Shop data into SegMetrics. To make this as easy as possible. We’ve created a handy Zap template for you to install in your Zapier account.

Installing the Shift4Shop Zap Template:

  1. Click here to install the Shift4Shop Zap template in your Zapier account.
  2. Inside of the Zap Template, open up the Shift4Shop Trigger step
  3. Click Choose Account
  4. Click Sign in to Shift4Shop
  5. Enter your login credentials for your Shift4Shop account, or select a previously connected Shift4Shop account if you’ve connected in the past.
  6. Click on the SegMetrics Action step
  7. Click Choose Account
  8. Click Sign in to SegMetrics
  9. Use the following credentials to connect your SegMetrics account:
    1. Account ID
    2. API Key
    3. Integration ID

Now that you have your Zap template set up and ready to go, the last step is to turn on the Zap. 

Turning on The Zap

To turn on your Zap:

  1. Toggle the setting to enable the Zap
  2. That’s it! 

Now that your Zap is enabled, all new Shift4Shop orders data will be sent into your SegMetrics account.

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