Automatically sync your Shopify refunds with Trackdesk using Zapier. This integration ensures that when an order is refunded in your store, the corresponding conversion in Trackdesk is updated immediately, keeping your commission data accurate.
⚠️ Important:
This Zap specifically tracks the Updated Order event in Shopify. It will only trigger an action in Trackdesk when the order's payment status changes to refunded.
To successfully match the refund, the External ID in Trackdesk must match the Order Number from Shopify.
1. Before You Start
Before configuring the Zap, ensure you have the following ready:
A Zapier account with Shopify and Trackdesk authorized.
Your Revenue Origin ID (found at the bottom of the Settings page in Trackdesk).
2. Step-by-Step Instructions
Step 1: Create the Shopify Trigger
Log in to your Zapier dashboard and click Create Zap.
For the Trigger, select the Shopify app.
Select Updated Order as the Event and click Continue.
Choose your Shopify Account and click Continue.
In the Trigger configuration, set the following:
Payment Status:
refundedOrder Status:
anyFulfillment Status:
any
Click Test Trigger to pull in a recent refunded order from your store, then click Continue with selected record.
Step 2: Configure the Trackdesk Action
Click the + icon to add a new Action and select the Trackdesk app.
Select Change Conversion Status by External ID as the Event and click Continue.
Select your Trackdesk Account. If this is your first time, you will be prompted to enter your Tenant ID and API Key.
In the Action section, fill in the following fields:
Conversion Status: Select CONVERSION_STATUS_REFUNDED.
Conversion Type Code: Enter the code for your offer (typically
sale).External ID: Map this to the Order Number variable from the Shopify step.
Revenue Origin ID: Paste your unique Revenue Origin ID here.
Click Continue.
3. Testing
Testing the Integration
In the Test section of your Zap, click Test step.
Log in to your Trackdesk account and navigate to Reports > Conversions.
Locate the test order number and verify that its status has changed to Refunded.
Once verified, click Publish to turn on the Zap.
