EasyTrack Documentation
Your Guide to Syncing Shopify Order Tracking with PayPal and Stripe
Quick Start
Connect PayPal with EasyTrack
To start syncing tracking information from your Shopify orders to PayPal, follow these quick steps:
Open EasyTrack and Access PayPal Accounts
- In your Shopify admin, go to Apps and open EasyTrack.
- Navigate to Settings > PayPal Accounts.
Connect Your PayPal Account
- Click Add PayPal Account.
- Log in to your PayPal account and complete the authorization process. Click Authorize to allow EasyTrack to access tracking and manage disputes.
Note: The first PayPal account you add will be set as the default for syncing tracking information. You can add additional accounts if needed.
After connecting your PayPal account, EasyTrack will begin syncing tracking information automatically!
Settings
1. PayPal Setup
EasyTrack enables you to sync tracking information from your Shopify orders directly to PayPal. Follow these steps to connect, manage, and delete your PayPal account(s) in EasyTrack.
Access PayPal Accounts in EasyTrack
- In your Shopify admin, go to Apps and open EasyTrack.
- Navigate to Settings and select PayPal Accounts.
Connect a PayPal Account
- In the PayPal Accounts section, click Add PayPal Account.
- You’ll be redirected to PayPal’s login page to complete the authorization process. Log in with the PayPal account you want to link to EasyTrack.
- After logging in, authorize EasyTrack to access tracking data and manage disputes. Click Authorize to confirm.
Note: You can add multiple PayPal accounts if you manage orders across different accounts. Follow the same steps for each account you want to add.
Important: The first PayPal account you add will automatically be set as the default account, used for syncing tracking information.
Set a Default PayPal Account
If you have multiple PayPal accounts connected, you can choose which account will serve as the default for tracking synchronization:
- In the PayPal Accounts section, find the account you want to set as the default.
- Click Set as Default next to that account.
Automatic Resync on Default Account Change
- When you change the default PayPal account, EasyTrack will automatically start a background sync for orders updated or created within the last 2 days.
Automatic Default Reassignment on Deletion
- If you delete the current default account and have other connected accounts, EasyTrack will automatically set the next account (the one added immediately after the deleted default) as the new default.
Delete a PayPal Account
If you no longer wish to use a PayPal account, you can delete it from EasyTrack:
- In the PayPal Accounts section, locate the account you want to remove.
- Click the Delete icon (trash bin) next to the account.
- Confirm the deletion in the pop-up window to permanently remove the account from EasyTrack.
Note: Deleting an account stops any future tracking updates for that PayPal account. If the deleted account was the default and you have other accounts, EasyTrack will automatically assign the next added account as the new default.
2. Stripe Setup
EasyTrack enables you to sync tracking information from your Shopify orders directly to Stripe. Follow these steps to connect, manage, and delete your Stripe account(s) in EasyTrack.
Access Stripe Accounts in EasyTrack
- In your Shopify admin, go to Apps and open EasyTrack.
- Navigate to Settings and select Stripe Accounts.
Connect a Stripe Account
- In the Stripe Accounts section, click Add Stripe Account.
- You’ll be redirected to Stripe’s login and authorization page. Log in with the Stripe account you want to link to EasyTrack.
- Grant EasyTrack permission to access your Stripe data and manage tracking updates. Click Authorize to confirm.
Note: You can add multiple Stripe accounts if you manage orders across different accounts. Follow the same steps for each account you want to add.
Important: The first Stripe account you add will automatically be set as the default account for syncing tracking information.
Set a Default Stripe Account
If you have multiple Stripe accounts connected, you can choose which account will serve as the default for tracking synchronization:
- In the Stripe Accounts section, find the account you want to set as the default.
- Click Set as Default next to that account.
Automatic Resync on Default Account Change
- When you change the default Stripe account, EasyTrack will automatically start a background sync for orders updated or created within the last 2 days.
Automatic Default Reassignment on Deletion
- If you delete the current default account and have other connected accounts, EasyTrack will automatically set the next account (the one added immediately after the deleted default) as the new default.
Delete a Stripe Account
If you no longer wish to use a Stripe account, you can delete it from EasyTrack:
- In the Stripe Accounts section, locate the account you want to remove.
- Click the Delete icon (trash bin) next to the account.
- Confirm the deletion in the pop-up window to permanently remove the account from EasyTrack.
Note: Deleting an account stops any future tracking updates for that Stripe account. If the deleted account was the default and you have other accounts, EasyTrack will automatically assign the next added account as the new default.
3. Courier Mapping
EasyTrack allows you to customize and manage courier mappings for your Shopify store, syncing them directly with PayPal and Stripe. This feature lets you rename couriers from your Shopify store to match the names required by your payment platforms, ensuring smooth integration and syncing.
Accessing Courier Mapping
- In your Shopify admin, go to Apps and open EasyTrack.
- Navigate to Settings and select Courier Mapping.
In the Courier Mapping interface, you can add, update, delete, and search for specific courier mappings. Here’s how to manage each of these features:
Adding a New Courier Mapping
To create a custom mapping between your Shopify store’s courier and the name synced to PayPal and Stripe:
- Click Add Mapping.
- A form modal will appear, allowing you to enter:
- Store Courier Name: The courier name as it appears in your Shopify store.
- Mapped Courier Name: The custom name you want synced to PayPal and Stripe.
- Once you’ve entered the names, click Save to create the mapping.
Note: Adding a mapped courier name helps ensure compatibility with your payment platforms.
Updating an Existing Courier Mapping
To modify an existing mapping:
- In the list of mappings, find the mapping you want to update and click Edit.
- The form modal will open with the current mapping values pre-filled.
- Edit the Mapped Courier Name as needed and click Save to update the mapping.
Deleting a Courier Mapping
If you need to remove a mapping:
- Locate the mapping you want to delete.
- Click the Delete icon (trash bin) next to the mapping.
- A confirmation modal will appear. Click Confirm to permanently delete the mapping.
Warning: Deleting a mapping will remove it from syncing with PayPal and Stripe. Be sure to confirm this action.
Searching for Courier Mappings
To quickly find a specific courier mapping:
- Use the Search bar at the top of the Courier Mapping page.
- Type in the courier name (either Store Courier or Mapped Courier).
- EasyTrack will filter the list to show only the relevant mappings.
Best Practices for Courier Mapping
- Use Consistent Naming: Make sure the mapped courier names match the exact format required by PayPal and Stripe to avoid syncing issues.
- Regularly Update Mappings: If your courier names change in Shopify, update them in EasyTrack to keep your mappings accurate.
Features
1. Import Tracking CSV
Easily update order tracking information in bulk using EasyTrack’s “Import Tracking CSV” feature. This tool lets you import a CSV file containing orders and tracking details, automatically syncing the data to PayPal and Stripe in the background.
Steps to Use “Import Tracking CSV”:
1. Click “Import CSV”: Open the import feature by clicking the “Import CSV” button.
2. Download the Template: Download the CSV template to ensure your data is correctly formatted.
3. Upload Your CSV File: Upload your completed CSV file with order and tracking information.
4. Automatic Sync: EasyTrack updates your order tracking and syncs the info to PayPal and Stripe in the background.
5. Refresh to View Results: Use the Refresh button to see the latest sync status and results.
This streamlined process helps you keep tracking information up-to-date across platforms, saving you time and effort.
2. Tracking Sync
The Tracking Sync feature in EasyTrack ensures that all order tracking information is automatically synced with PayPal and Stripe whenever an order is marked as fulfilled. This feature keeps your payment platforms up-to-date with the latest order statuses, helping to prevent payment holds and improve customer experience.
How Tracking Sync Works
Automatic Sync on Fulfillment: Each time tracking information is added to an order in Shopify, EasyTrack automatically syncs it to PayPal and Stripe. This keeps your payment providers updated without manual intervention.
Initial Sync for Existing Orders: When EasyTrack is first installed, the app will sync tracking information for all orders fulfilled in the past two months, ensuring no recent orders are missed.
Manual Re-sync Option: If needed, you can manually sync tracking information for previous orders by clicking Re-sync Orders in the Orders UI. This will reprocess tracking data for recent orders, ensuring they’re fully updated on PayPal and Stripe.
This automated, up-to-date tracking sync feature provides confidence that your orders are fully aligned across all platforms, supporting smooth transactions and reliable payment processing.
3. Shipment Tracking
The Shipment Tracking feature in EasyTrack keeps your tracking information updated in real time, giving you and your customers complete visibility into the shipping status of each order.
How Shipment Tracking Works
Real-Time Updates: When tracking information is added to a fulfilled order, EasyTrack monitors and updates the shipment status step-by-step. Each update is reflected in real time, ensuring tracking details are always current.
Dedicated Tracking Status Column: In the Orders table, a dedicated column displays the Tracking Status for each order item. This status updates as the shipment progresses, helping you quickly identify where each order is in the delivery process.
Detailed Tracking Info: For each order, EasyTrack provides:
- Last Updated: The timestamp of the most recent tracking update.
- Tracking Link: A clickable link to view detailed tracking progress directly from the courier.
- Delivered Days: Displays the total number of days from fulfillment to delivery, providing insight into delivery times.
With Shipment Tracking, EasyTrack delivers clear, detailed tracking updates, helping merchants monitor order journeys and giving customers a better post-purchase experience.
4. Dispute Sync
The Dispute Sync feature in EasyTrack keeps you up-to-date on any disputes associated with your PayPal and Stripe accounts. By syncing the latest dispute details directly to the app, EasyTrack helps you monitor and respond to disputes promptly, reducing the risk of payment holds and account issues.
How Dispute Sync Works
Real-Time Dispute Syncing: Each time a dispute is created or updated in your connected PayPal or Stripe accounts, EasyTrack syncs it in real time, allowing you to take immediate action. This helps prevent payment holds and account-related issues by ensuring disputes are addressed swiftly.
Initial Dispute Sync on Installation: When EasyTrack is first installed, a global sync is performed to import all recent disputes from PayPal and Stripe. This ensures you have a complete view of recent disputes in the app from the start.
Manual Re-Sync Option: If needed, you can click Re-sync Disputes to manually update dispute information, pulling the latest data from PayPal and Stripe to make sure nothing is missed.
Dispute Management Table: All disputes are displayed in a dedicated table that includes key details for each case, such as:
- Dispute Type (e.g., chargeback, inquiry)
- Dispute Status (e.g., open, closed)
- Dispute Amount
- Last Update timestamp
- …
With Dispute Sync, EasyTrack offers a centralized view of all disputes, empowering you to react in real time, manage disputes efficiently, and maintain your account health on PayPal and Stripe.
4. Invoice Generation
The Invoice Generation feature in EasyTrack enables you to quickly create and download invoices for your orders in PDF format. This feature simplifies the process of generating professional invoices for record-keeping or customer requests.
How Invoice Generation Works
Generate an Invoice:
- Click on the Generate Invoice button.
- A popup window will open, allowing you to search for a specific order.
- Select the desired order, and EasyTrack will generate the invoice automatically.
Download the Invoice:
- Once the invoice is generated, simply click the Download icon to save the invoice as a PDF.
- The downloaded PDF can be used for customer communication, internal records, or financial documentation.
With Invoice Generation, EasyTrack provides a quick and efficient way to create and retrieve order invoices, helping you keep organized and meet customer or business needs.
5. Analytics
The Analytics feature in EasyTrack provides valuable insights into your order and tracking synchronization across PayPal and Stripe. With a clear overview of your order statuses and sync performance, you can monitor and optimize your processes to maintain smooth operations and prevent issues.
Key Components of Analytics
Sync Status Overview:
Get a quick snapshot of your order sync performance with summary cards displaying the total counts for:- Fulfilled Orders: Orders marked as fulfilled in Shopify.
- Synced Orders: Orders successfully synced with PayPal or Stripe.
- Completed Orders: Orders with tracking fully processed and delivered.
- Failed Syncs: Orders where syncing encountered an issue.
PayPal Order Sync Graph:
A bar graph provides a visual breakdown of PayPal orders by sync status, showing counts of:- Fulfilled
- Synced
- Completed
- Failed
This helps you quickly identify and troubleshoot any issues specific to PayPal order synchronization.
Stripe Order Sync Graph:
Similar to the PayPal graph, the Stripe bar graph displays a breakdown of orders based on their sync status:- Fulfilled
- Synced
- Completed
- Failed
This allows for easy tracking and management of Stripe-specific order syncs.
Order Sync Status Over Time:
A line chart shows the trend of order sync statuses over time, helping you monitor performance for:- Synced
- Completed
- Failed
This feature highlights any recurring issues or improvements in order syncing, providing a long-term view of your sync performance.
Recent Orders List:
A list of recently processed orders displays their current sync status, including any errors or successful syncs. This gives you a detailed, order-level view for follow-up or troubleshooting.
With Analytics, EasyTrack equips you with the insights needed to stay on top of your order tracking sync performance, helping you keep PayPal and Stripe up-to-date and your order process running smoothly.