Version: Plataforma actual

Third-party connections

Create and manage connections in Dashboard → Integrations. Each connection stores one provider identity, authentication method, settings, capabilities, health state, and encrypted credentials. Shopify is the exception: it connects through the Upsurge Shopify app, and its access tokens stay with that app.

Available providers

Category	Providers	Primary use
Commerce	Shopify, WooCommerce, BigCommerce	Product catalog sync, commerce webhooks, imported coupons, workflow actions
Advertising	Facebook Ads, Google Ads, TikTok Ads, Microsoft Advertising, Taboola Backstage	Ad accounts, campaigns, and reporting
Analytics and export	Google Analytics 4, Meta Pixel and Conversions API, RudderStack, Snowflake	Export canonical events and conversions
Affiliate	AWIN, CJ Affiliate	Partner reporting, Partner Intelligence, and affiliate-aware workflow actions
Email	Mailchimp, Constant Contact, SendGrid	Lead delivery and lifecycle or transactional email actions
AI	OpenAI, Anthropic Claude, Google Gemini	AI Agent steps in workflows
Support	Zendesk, Intercom	Read and write tickets, conversations, and contacts from workflows
CRM	Salesforce, Zoho CRM, Creatio	Read records and write contacts, leads, and activities from workflows
Productivity	Slack, Telegram, Google Sheets, Google Drive	Notifications and workflow output delivery

The dashboard shows the capabilities declared by each provider. A capability is not a blanket permission: the selected authentication method, provider scopes, and connection settings still determine what an operation can do.

Authentication methods

Method	Providers and notes
Upsurge Shopify app	Shopify. Install and link the app; no credentials are entered in Upsurge.
OAuth 2.0	Facebook Ads, Google Ads, Microsoft Advertising, Mailchimp, Constant Contact, Slack, Google Sheets, Google Drive, Zendesk, Intercom, Salesforce, Zoho CRM, Creatio, Snowflake. You authorize with an OAuth app that your organization owns.
API key	WooCommerce, BigCommerce, GA4, Meta, RudderStack, AWIN, CJ, Mailchimp, SendGrid, OpenAI, Anthropic, Gemini, Telegram. The exact credential fields vary by provider.
Access token	TikTok Ads long-term token, Intercom private access token, Slack bot or user token, Snowflake OAuth access token.
API token (basic)	Zendesk email and API token.
Client credentials	Taboola Backstage and Creatio server-to-server access.
Key pair	Snowflake key-pair authentication.
Incoming webhook	Slack notifications through a Slack webhook URL.
Service account	Google Sheets and Google Drive server-to-server access; share the target file or folder with that account.

OAuth connections become connected only after the provider callback succeeds. The callback URL is hosted by Upsurge on dashboard.upsur.ge; you do not need to host an OAuth callback on your storefront.

Bring your own OAuth app

For OAuth providers other than Shopify, Upsurge does not supply a shared OAuth client. Create an app in the provider console, then enter its client ID and client secret when prompted. Google Ads additionally requires a developer token.

Connect and check

Open Dashboard → Integrations and choose a provider.
Select an authentication method when the provider offers more than one.
Enter the requested credentials and settings. For WooCommerce and BigCommerce, select the Upsurge site that should receive products.
For OAuth, continue to the provider, approve the requested scopes, and return to Upsurge.
Select Check connection. Upsurge calls the provider with the stored credentials and records a sanitized health result.

Connection states include pending, connected, needs_attention, and revoked. Fix credentials or settings when a connection needs attention, then check it again.

Provider setup notes

Shopify

Shopify uses the Upsurge-managed Shopify app. Select Install Upsurge Shopify app in Integrations, approve the install in Shopify, then select Link Upsurge in the app to bind the store to an Upsurge site.

Follow Shopify app setup and configuration for the illustrated walkthrough, including app embed settings, recommendation blocks, Smart Search, and embedded overlays.

From the app's home page in Shopify admin you can:

Start full sync to import the catalog, and Start profile sync to import customers;
Activate Web Pixel for consent-aware storefront events;
Open app embeds to turn on Upsurge storefront; add recommendation, Smart Search, and embedded overlay blocks separately in the theme editor;
Enable coupon import to allow Upsurge to read existing discounts (optional read_discounts access);
Allow product updates to let authorized workflows update products (optional write_products access).

After linking, open the connection in Dashboard → Integrations and select Sync connection. It refreshes every supported data type at once — products and variants, customer profiles, order history, coupons, and linked segment membership — and shows whether each import started, was skipped, or needs attention. WooCommerce connections use the same Sync connection action. Shopify access tokens are held by the Upsurge Shopify app and are never entered or shown in the dashboard.

Availability

The Upsurge Shopify app is enabled per store. If the install option is not available for your store, contact Upsurge support.

WooCommerce and BigCommerce

WooCommerce: create REST API consumer credentials with read access and provide the HTTPS store URL. Grant read access to coupons and store settings if you plan to import coupons. The Upsurge WordPress plugin installs the storefront SDK, tracking, customer sync, and Smart Search blocks.
BigCommerce: provide the store hash and access token. Webhooks must use the standard webhook-id, webhook-timestamp, and webhook-signature headers.

Bind each connection to an Upsurge site before syncing products. See Product sync.

Ads and analytics

Facebook Ads: authorize the read-only ads_read scope.
Google Ads: authorize the Google Ads scope and provide your developer token; customer and manager-account IDs are optional routing settings.
Microsoft Advertising, TikTok Ads, Taboola Backstage: authorize with OAuth, a long-term access token, or client credentials respectively, for reporting.
GA4: provide an API secret and measurement ID.
Meta: provide a Conversions API access token and pixel ID; a test event code is optional.
RudderStack: provide a Node source write key and your workspace data-plane URL.
Snowflake: use Snowflake OAuth, an OAuth access token, or key-pair authentication to export events.
AWIN and CJ: provide the relevant token and account identifiers. AWIN uses the Conversion API.

Email, AI, support, CRM, and productivity

Mailchimp: use OAuth or an API key whose suffix identifies the server, and configure the target audience when appropriate.
Constant Contact: authorize contact, campaign, and offline access.
SendGrid: provide an API key; transactional sends avoid automatic retries that could duplicate email.
OpenAI, Anthropic, Gemini: provide a provider API key and select the connection in an AI Agent workflow step.
Zendesk and Intercom: authorize with OAuth, or use a Zendesk API token or an Intercom private access token.
Salesforce, Zoho CRM, Creatio: authorize with OAuth; Creatio also supports client credentials.
Slack and Telegram: configure the target channel or chat in the workflow action.
Google Sheets and Google Drive: use OAuth or a service account; share target resources with the service account.

Manage a connection through the API

These merchant endpoints require a Firebase ID token. Use them from a trusted application server; do not send provider credentials from a public storefront.

GET    /api/v1/integrations/connections
POST   /api/v1/integrations/connections
GET    /api/v1/integrations/connections/{connectionId}
PATCH  /api/v1/integrations/connections/{connectionId}
DELETE /api/v1/integrations/connections/{connectionId}
POST   /api/v1/integrations/connections/{connectionId}/verify
POST   /api/v1/integrations/connections/{connectionId}/sync
POST   /api/v1/integrations/connections/{connectionId}/actions

For example, create a WooCommerce connection:

curl --request POST 'https://api.upsur.ge/api/v1/integrations/connections' \
  --header "Authorization: Bearer $FIREBASE_ID_TOKEN" \
  --header 'Content-Type: application/json' \
  --data '{
    "provider_id": "woocommerce",
    "name": "Primary store",
    "credentials": {
      "consumerKey": "'"$WOO_CONSUMER_KEY"'",
      "consumerSecret": "'"$WOO_CONSUMER_SECRET"'"
    },
    "settings": {
      "store_url": "https://shop.example.com",
      "website_id": "site_123"
    }
  }'

Successful responses never echo the credential values. DELETE revokes a connection and retains its audit record instead of deleting it.

Shopify connections cannot be created through this API; the request is rejected with "Install and link the Upsurge Shopify app to connect your store".

Troubleshooting

Symptom	Check
OAuth redirects back with an error	Provider app callback URL, client ID/secret, requested scopes, and the ten-minute authorization window
Check connection fails	Credential permissions, token expiry, provider account access, and required connection settings
Shopify store is missing or unlinked	Reopen the Upsurge Shopify app in Shopify admin and select Link Upsurge
Workflow action is unavailable	The provider connection is `connected` and declares `workflow_action`
Commerce sync is unavailable	WooCommerce or BigCommerce: the connection is connected and has an Upsurge site selected. Shopify: use Sync connection, or Start full sync in the app
Google service account cannot write	The spreadsheet or folder is shared with the service-account email

Available providers​

Authentication methods​

Connect and check​

Provider setup notes​

Shopify​

WooCommerce and BigCommerce​

Ads and analytics​

Email, AI, support, CRM, and productivity​

Manage a connection through the API​

Troubleshooting​