How to Upgrade to the Shopify Source and Theme App Extensions

Follow this guide for existing fully managed server-side plans


This guide for for existing fully managed server-side plans, if you are on Data Layer 1.0 or a Web Tracking only plan please follow this guide.

Follow this guide to upgrade from previous versions of our data layer to 3.9 and above. This version was introduced in fall of 2023, and you can learn more about the features with our article, Introducing The New Shopify Source

When you log into the Elevar App you'll see the following introduction to our Simplified source. Click Continue to My Tracking

Rest assured your existing tracking is still up and running. You can continue to edit any of your existing destinations as needed. When you are ready to Upgrade

Watch a video walkthrough of the upgrade

Prefer to watch a video? View a walkthrough of the upgrade process!

Start Upgrade

Select the Go to Upgrade button.

Select Start Upgrade

You'll see this Heads Up message. If this applies to you, go to the Learn more. Before proceeding.

If you are not a headless store or any customizations proceed by clicking the Continue button

Configure Order Status Page

Follow the steps on the Configure Order Status Page step

  1. Copy the code by clicking the Copy to Clipboard button
  2. Open your Checkout Settings by clicking the link in app, or navigate within Shopify by going to Settings > Checkout
  3. Scroll to the Order Status Page section and find the Additional Scripts box. "Remove any previous Elevar scripts".
  4. Paste the code copied in Step 1.
  5. Click Save in Shopify
  6. Return to the Elevar App, and select Mark as Complete

Install App Theme Embed

Review the Final Step, when you are ready select the Go to Shopify button.

This step will remove the legacy Elevar theme snippets from your live theme. Our app embed will be installed, but you'll need to go to Shopify to and enable.

By default this step will convert your checkout funnel tracking steps from web tracking to server-side action based events. This is in response to Shopify retiring the checkout.liquid for Shopify Plus stores. If you did not previously have server-side checkout funnel events for a non-plus store or checkout extensibility, you'll now have checkout funnel tracking!

If you are triggering client-side tags on a proceed to checkout button click, uncheck this checkbox to prevent duplicate tracking, or pause your client side tracking and begin tracking with server-side checkout events.

If you use a code repository, follow our guide, Remove Legacy Elevar Snippets from your Code Repository.

Activate the App Embed in Shopify

When you click the Go to Shopify button from above you'll be transferred into Shopify to your Live theme customizations. Your App embeds will be filtered to the newly installed Elevar Data Layer. This will already be enabled for you, you'll just need to Save to have our Data Layer installed!

Select Save

Confirm your App Embed is enabled

You'll know you've enabled the App Embed code when you return to our App and see the following:

If you need to make this update to additional themes follow this guide, Remove Legacy Elevar Code Snippets. Next, manually activate the App Embed in Shopify for that theme by repeating the Activate the App Embed in Shopify Step.

Review your Destinations

Now is great time to review your existing destinations and make any updates or add new server-side destinations.

When you return to your My Tracking page in the Elevar review you Destinations and check for any new server-side destinations you may not have setup in the Add Destination drop down in the upper right.

Post Purchase Upsells

If you have post-purchase upsells that occur between completing the payment and the thank you page follow our guide on how to track post-purchase upsells.

Shopify Landing Pages

If you are using Shopify landing pages that have separate layout files in your theme, our upgrade process will do it's best to remove any reference of Elevar's snippets. However in some circumstances if these references were manually added, moved, or other reasons we are not able to do so. Review our guide on, Remove Elevar Legacy Snippets, for instructions on how to remove manually.

That's it. You're up to date!