Native Checkouts and Payment Processors

IMPORTANT : Do not integrate a checkout system AND a processor. It will cause the checkout system to send in a sale and then cause the processor to send in the same sale causing DUPLICATE sales. Integrate only a checkout or ONLY a processor, not both.

Checkout Systems

Hotmart

Step 1 – Create the integration inside Hyros,

1. Go into integrations -> select the Hotmart integration. (opens in a new tab)”>settings -> integrations -> select the Hotmart integration.

2. Click “Create New Integration”.

3. Create a name for the integration, such as “Hotmart”.

4. Get your Integration token form Hotmart and paste it in the field inside your integration, to do this just follow these steps:

  • Log into your Hotmart account.
  • Click “Tools” on the navigation bar and Select “Webhooks (API and Notifications).
  • Select Authentication and copy Verification Hottok
  • Once you’ve copied the Verification Hottok, go to your Hyros account and Integrations. Select the Hotmart integration and click on Create new Integration. Paste it into the webhook token field inside your HYROS integration.

 

Step 2 – Add the Webhook

1.Go to your Hotmart integration inside HYROS and click “configure”.

2. Click “Get Webhook” and copy the webhook.

3. Past the webhook inside your Hotmart account by following these steps:

  • Go to “tools” and then “Webhooks (API and Integrations)”, just like in step 1.
  • Inside “settings” click “new setting”.
  • Follow the information below to integrate your webhook:

Step 3 – Tracking the Hotmart Checkout Page

First, go to tools and select “tracking pixel”:

Then select the product you want to track (if you have multiple products you will need to do this for all of them).

Select the Hyros pixel as shown below, if you do not see this on your list you will need to contact Hotmart support to activate this for you.

Then you will be prompted to add an “ID” and “Label” in seperate fields from the Hyros Universal Script (or pixel).

Here is an example universal script showing you exactly where to find these:

You can find your unique universal script below, please use the above screenshot to copy the ID and label related to your account:

Then paste the ID and Label in the corresponding fields in the Hotmart-Hyros pixel configuration as shown:

This will conclude the setup. Please move on to the next step.

CopeCart

Step 1 – Create your integration inside Hyros. Go to settings -> integrations -> copecart and then enter a name and create a secret key.

Step 2 – Create a connection inside your Copecart account by following these steps:

Step 3 – Go to products inside of copecart and select the product you would like to track, then select the connection you just created:

Now watch the data, we should see sales coming into Hyros next time a user purchases a product. If you don’t see any sales inside Hyros please reach out to the support team.

Jotform


Step 1- Create the integration inside Hyros

Go to the Jotform integration settings inside your hyros account. Create the integration by following the prompts on the page.

Step 2 – Setting up the Form

There are 2 elements that are needed in the form, and one optional element:

Payment – This is mandatory, we need a payment to send into hyros. Either via Paypal or Stripe.

Email – Also mandatory, without an email there is nothing to attach the purchase to inside Hyros.

Full Name – optional.

IMPORTANT: Please make sure that the elements have the following “unique name” inside the form:

Email = “email”

Full name = “fullName”

Also, no elements on the form can have the unique name of “products”.

If you are unsure how to configure this please refer to the video guide above.

Step 3 – Placing the Webhook inside Jotform

Inside “settings”, go to “integrations” and then find “webhook”

Paste the webhook from step 1 and save the integration.

Step 4 – Run a Test

We suggest running a test payment by simply loading the form and purchasing something. You should see the sale, email and name (if you have added the name) inside Hyros.

Ontraport

Please follow the below steps in order to integrate Ontraport with Hyros.

Step 1Setting up the API Key inside Ontraport.

Go inside your Ontraport account and create your API Key by clicking on the following:

Then follow this to set up your API Key inside Ontraport:

You should then see your APP ID and API Key here, you will need them for the next step:

Step 2Create the integration inside Hyros.

Go into your hyros account and go to settings -> integrations -> ontraport. Then click “Create New Integration” and paste your API Key and APP ID as shown:

Step 3 Tracking Ontraport Forms

Follow the steps in the video below on how to track your forms:


Step 4Tracking Ontraport pages

This is only if you have live funnel pages created via Ontraport. If this does not apply to you you can skip this step.

First, copy the Hyros Universal Script:

Then go to your landing pages and select the page you want to track

On the page editor, select “settings” and “Custom Code”:

Finally, paste the universal script in the header section as high up as possible as shown here:

Click save and make sure to perform these steps on ALL of your landing pages. Unfortunately Ontraport do not yet provide a way to add the universal script globally to our knowledge, so this has to be done on each page.

Step 5 – Run a test purchase.

If you see the sale inside Hyros then the integration is working successfully. If not, then please reach out to the onboarding or in-app support team.

Magento

Step 1 – Create the Integration inside Magento

The callback URL and Identity link URL must be left blank:

Step 2 – Adjust API Settings

Click API and enable to following resources exactly as shown below:

Step 3 – Create Integration Inside Hyros

Using the store URL and access token inside your magneto account, go inside your hyros account integration settings and click on Magento, or click HERE. Create the integration and then copy the webhook, you will need this for later.

Step 4 – Install Webhook Extension

Magento does not support webhooks natively therefore you will need to install an extension in order to continue integrating Magento in Hyros. There are two options:

Step 5 – Configure the Webhooks in the System Tab

In the System tab, configure the webhook for the events. You will need to create the “invoice” event, “refund” event and the “new customer” event. Each of the above webhooks, should have a separate webhook inside Magento.

For this step, please note that you will need to go back and forth with Magento and Hyros to create the webhooks. Inside Hyros, go to Integrations->Magento ->Settings->Integrations->Magento .

Step 6 – Add the Universal Script to your pages

Please copy ensure that the following Universal Tracking Script is attached in the header code of your website pages:



Step 7 – Allow OAuth Access tokens to be used

To enable OAuth Access Tokens in your configuration, navigate to the “Stores” section and click on “Configuration”. In the configuration settings, locate the “Services” dropdown and choose “OAuth” from the options. Within the “OAuth” settings, find the “Consumer Settings” option and set the value for “Allowing OAuth Access Tokens” to “Yes”. This will enable OAuth Access Tokens in your configuration.

This concludes the setup. We recommend running a test on your end using our testing app HERE. If you are not able to run a successful test please reach out to the support team.

Pipedrive


Written Guide

1. Inside your Hyros account go to settings -> integrations -> Pipedrive.

2. Click “create new integration”. Name your integration, for example, “Pipedrive”.

3. Find your Pipedrive token inside your Pipedrive account. To do this, go to your account and click “personal preferences” and then “API” as shown below or in the video:

4. Paste the API token inside the field as prompted inside your Hyros integration. Click save.

This concludes the setup.

HighLevel

Use this guide to track GoHighLevel with Hyros

With the integration, we will be able to track leads, sales and refunds.
You will only need to complete the integration as shown in the video below.

1.- Go to the Integrations section and select the integration (GoHighLevel).
2.- Click the button and assign a name for identification (It could be any name, it’s just to identify it).
3.- Select the GoHighLevel account you want to use.

This concludes the setup.

Continue ONLY if you’re using GoHighLevel pages

Tracking your Funnel Pages
If you are using the GoHighLevel Funnel builder then tracking your funnel pages should be easy. First, copy the universal script below:

Then inside of GoHighLevel go to your funnels and select the funnel you would like to track. Inside the funnel settings, paste the universal script as shown:

Zaxaa

Step 1 – Integrate with Zaxaa inside Hyros

Inside your Hyros account settings, go to the Zaxaa integration HERE and follow the prompts.

You will need the API signature, which can be found inside the account settings of your Zaxaa account:

Step 2 – Tracking your product

  • After completing the integration inside hyros, click “configure”, then “get webhook” and copy the webhook.
  • Next step go inside your Zaxaa account and find the product menu. Click “Manage” and select the product that you want to track.
  • Go to the product’s general settings and scroll down to the Script Integration area.
  • Enable Script integrations and paste the API Webhook inside the ZPN URL.
  • Copy the following Universal script:



  • Go back to the product inside Zaxaa that you added the webhook in the last step, then paste the Universal script inside the Checkout Page Scripts area. Click Save Changes.

Here is a visual example of where to paste the webhook and universal script:

This process needs to be repeated for each product that you want to track inside Zaxaa.

Step 3 – Tracking your frontstore pages

After all products have been set up: go to your frontstore settings here:

Then scroll down to “Custom Scripts (Global)” and paste the same Universal Script as above inside the Header Scripts & Codes section. Click save changes.

Here is an example:

That concludes the set up. Please test your funnel using our testing app HERE.

Tik-Tok Shops

warning

BETA Phase

Note that this integration is still in BETA phase.
At the moment, due to TikTok’s current limitations, we are unable to directly link sales from TikTok Shops to specific ads displayed on the platform. For now, we’ll assign a generic source, such as “@tiktok-shop”, to indicate their origin from this source.

To integrate Tik-Tok Shops, follow these easy steps:

Make sure you go to Settings, Integrations, scroll down until you see the Store&Checkouts section and click configure Tik-Tok Shops.

 

Make sure you go to Settings, Integrations, scroll down until you see the Store&Checkouts section and click configure Tik-Tok Shops.

Click on Create Integration

 

Click on Create Integration

Enter any name you want for integration

 

Enter any name you want for integration

A pop-up window will appear and you need to select the account you want to track and follow the instructions to complete the integration.

 

A pop-up window will appear and you need to select the account you want to track and follow the instructions to complete the integration.

This will complete the integration of the configuration!

If you need assistance or if you encounter any roadblocks along the way, please contact the support team.

Digistore24

Step 1 – Create the integration inside Hyros

1. Go into settings -> integrations -> select the Digistore24 Integration.

2. Click “Create Integration”.

3. Create a name for the integration, such as “`Digistore24”.

Step 2 – Add the Webhook

1. Go to your Digistore integration inside HYROS and click “configure”.

2. Click Edit and copy the webhook.

3. Next, go inside your Digistore account, go to Settings, and select Integrations:

4. Inside integrations, click on Add new connection button, and on the next page scroll down and select generic:

5. Name the connection Hyros and then scroll down to the IPN URL and paste the webhook you copied from Hyros.

6. Next, you need to update “Success validation” to the HTTP code (expects:200). When you have finished, click Save and Test connection button

Once you have received this notification after clicking the test connection button, this concludes the Digistore integration.

Step 3 – Adding our UNIVERSAL Tracking Script

1. Copy the UNIVERSAL Tracking Script below



2. Next, inside your Digistore account follow the next steps:

  • Go to Settings and select Tracking:

  • Next click on the Set up the New tracking

  • Follow the guidelines below:

Important! Once you have finished following the above steps, and before saving the entire configuration, you will need to send an email to Digistore24 support (code@digistore24.com) and include the Universal script for review and confirmation.

Once you receive confirmation from Digistore24 support, you will be able to save your tracking configuration and the integration will be completed.

Note! If you need further assistance in setting up Digistore24 integration, please contact Hyros support or your onboarding analyst.

Infusion Soft/Keap

To connect Infusionsoft checkouts to HYROS follow the video and written text below




1- Go to https://app.hyros.com/#/mh/external-services/infusionsoft , set the name and tag to “infusionsoft” and follow the prompts to complete the integration.

NOTE: If you are running customer cards manually with sales reps stop here. If you are sending customers to a checkout page where they self-checkout continue.

IF YOU ARE USING INFUSIONSOFT/KEAP ORDER FORMS

2- Once done login to your Infusionsoft account and go to E-COMMERCE–>ORDER FORMS

3- Select the order form you wish to track. Once there go to the HTML AREAS tab

4- Paste the UNIVERSAL Script below in the custom header area at the TOP of the code.



IF YOU ARE USING A CHECKOUT OR LANDING PAGE SOFTWARE THAT PLUGS INTO INFUSIONSOFT/Keap

2- Paste the UNIVERSAL Script below in the HEADER of your checkout page



This will complete the Infusionsoft/Keap checkout integration.

PayKickstart

PayKickStart can be set up in 4 easy steps:

Step 1 – Create the integration inside Hyros,

1. Go into settings -> integrations -> select the PayKickstart Integration.

2. Click “Create new integration”.

3. Create a name for the integration, such as “PayKickstart” then click “save integration”.

Step 2 – Add the Webhook

1.Go to your PayKickstart integration inside HYROS and click “configure”.

2. Click “Get Webhook” and copy the webhook.

3. Go to the integrations settings for the product that you want to track, to do this follow these steps:

  • Go to “Campaigns”.
  • Click on the scroll down button to see your list of products.
  • Click the edit icon for the product you want to track.
  • Scroll down and select step 3 “integrations”.

Here is a video example:


4. Paste the webhook in the “IPN URL” section by following these steps:

Step 3 – Adding our UNIVERSAL Tracking Script

1. Copy the UNIVERSAL Tracking Script below



2. Inside your PayKickstart integration settings, past the UNIVERSAL script inside Advanced Tracking Code -> Header Code:

Step 4 – Perform a Test Payment

Run a test payment, you should see the sale inside HYROS with your tracking information correctly attached.

If your sale does not appear inside Hyros, please contact the onboarding team for further assistance.

IMPORTANT: Each product MUST be separately configured using the above workflow. Please ensure you have followed these steps for EVERY Product that you want to track. However, you do NOT need to repeat step 1 for every product.

Payment Processors

Easy Pay Direct

Step 1 – Create and Copy the Private Key in Easy Pay Direct

  1. Inside Easy Pay Direct, click on Options on the left-hand side menu and select Settings.
  2. Click on Security Keys.
  3. Click on Add New Private Key.
  4. Fill the form like so, including API and Cart:

Once this is complete, copy the Security key created for later.

Step 2 – Create the integration in Hyros

  1. Click on Settings -> integrations -> EasyPay. You can also get there directly by clicking HERE.
  2. Click on Create new Integration.
  3. Enter any name.
  4. Enter previously created Private Security Key from step 1.
  5. Click on Save Integration.
  6. Click on Configure, then get webhook and copy the webhook for the next step.

Step 3 – Adding the Webhook To Easy Pay Direct

  1. In EasyPay, click on Options then select Settings.
  2. Click on Webhooks.
  3. Click on Create.
  4. Paste the previously copied webhook URL to Easy Pay Direct
  5. Configure the webhook to send “transaction.refund.success” and “transaction.sale.success” in the Subscribed events as shown:

This should conclude the setup.

GoCardless

Click HERE and follow the instructions. You will need to log into Gocardless when prompted.

When you have finished, we recommend running a test payment to confirm that the sale is tracked in hyros.

Chargebee

To track Chargebee, just follow these easy steps:

Step 1 – Creating the integration inside Hyros.


  1. Go to settings -> integrations inside Hyros and select the Chargebee integration.
  2. Click “Create Integration”, then name your integration anything you like.
  3. Find the integration and click “configure” and then “get webhook”. Copy the webhook.
  4. Now go to your Chargebee account for the next step.

Step 2 – Add the webhook inside Chargebee.


  1. Go to “settings” and “Configure Chargbee” inside your Chargebee account.
  2. Scroll down and select “webhooks” inside the “Api Keys and Webhooks” area.
  3. Click “Add Webhook”. Name your webhook (for example “Hyros”) and then paste the webhook inside the “Webhook URL field”. Make sure “All Events” have been selected and click “Create”.
  4. Finally, select “Test Webhook” and then “Test URL”. You should see a success message like the one highlighted in the above video. If not please make sure you have followed all of the steps correctly. If you’re still stuck, please reach out to the support team.

Step 3 – Track your checkout pages.

Please make sure the following UNIVERSAL Script is inserted in between the “”<head></head>”” code of your checkout pages:



That concludes the set up. You should see sales being tracked by Hyros, but if you don’t please let us know.

WaveApps

1. Go into settings -> integrations -> select the WaveApps Integration.

2. Click “Create Integration” and create a name for the integration, such as “`WaveApps”.

4. Log in to Waveapps using your credentials and this will complete the Waveapps integration.

SalesForce


Note: When you get to the mapping configuration in the SalesForce setup (starting at minute 1:11), the default settings for processing orders, leads and refunds can be selected as shown below:

You can also toggle on “status check for valid events” if you would like to process events that have a specific value in a field. For example, you could process events that are being processed instead of orders that have been paid.

If you have a lot of custom fields for a specific Sales Force Object, you may want to adjust the default fields set below under “setup Mapping”

Any field highlighted in gold will be a mandatory field for event processing. In this example “quantity” is optional.

Each specific event type will have different Mapping options. You need to find the appropriate field inside of your sales force account to map it with the correct information inside of Hyros.

Most of these options should be simple, but there are some options that may require further explanations, for example:

  • ExternalID = The ID of the order inside of SalesForce.
  • Items = Equivalent to products sold.

If you are having difficulty setting up SalesForce, please contact your onboarding analyst or in-app support.

Recurly

To connect Recurly to Hyros follow the steps below.

Step 1 – Create the integration inside Hyros

1. Go into settings -> integrations -> select the Recurly Integration.

2. Click “Create New Integration”.

3. Create a name for the integration, such as “Recurly”.

4. Get your Private API key from Recurly and the Store domain, then paste it in the field inside your integration, to do this just follow these steps:

  • 4.1 The Store domain – the store domain is obtained from the store URL when you log in inside your Recurly account. Example: www.domainname.recurly.com. “domainname” will be the store domain that needs to be added for creating the integration.

  • 4.2 Private API key: you need to go to Integrations, API credentials, and copy the Private API key.

Step 2 – Add the Webhook

1. Go to your Recurly integration inside HYROS and click “configure”.

2. Click “Get Webhook” and copy the webhook.

3. Past the webhook inside your Recurly account by following these steps:

  • Go to Integrations
  • Select Webhooks
  • Click on the Configure/create webhook button
  • Click the New endpoint button.

In the current form you need to add the following:

  • Endpoint name: you can enter any name, for example, Hyros.
  • Endpoint URL: here you need to paste the webhook that you just copied earlier from the Recurly integration.

That concludes the Recurly integration.


Manually adding a lead

In your Reccurly account, go to Customers -> Accounts and click o the “New account” button:

The only required field for Recurly is the Account code. This can be a name, a number, a symbol, etc. Also, the fields that Hyros will take into account are the following: email, first name, last name and phone number. For a lead to be created in Hyros, we must have at least the lead’s name and email address.

Once you have finished filling out the form, scroll to the bottom of the page and click Create Account.


Manually adding a sale

Go to Configurations, Plans and select “New plan”.

The mandatory fields for Recurly are the Plan Code, Plan Name, and Pricing model. Optionally, you can configure “Free trial details” and “Setup fee”.

In addition, you can configure:

  • Subscription: daily, monthly or yearly subscriptions.
  • Items: you can create a new one or choose an existing one. Within this process, you can also select the quantity of items.

Once you have finished filling out the form above with the required information, save the sale by selecting “Create Plan”.


Invoiced

To track Invoiced sales please follow the below steps:

1. First navigate from your Hyros account to Settings-> Integrations-> Invoiced and click Create integration

2. Once you Create integration Hyros will prompt you to enter the Name and API Key of the Invoiced account. To complete the integration please go to your Invoiced account to Settings -> Integrations Developers -> Add a New API Key then copy the Name and Secret paste them in the Hyros integration.

3. Once Invoiced is integrated in Hyros click on Edit and copy the Webhook

4. Navigate to your Invoiced account and go to Settings -> Integrations Developers-> Webhooks section.

5. Select New Webhook -> Enter the webhook previously copied from the Hyros integration. Next make sure that the Webhook is Enabled and click on Select Events. The Events you need to have marked will be:

    • payment.created

    • payment.deleted

    • customer.created

    • refund.created

Click Save after selecting the events.

This should conclude the setup. If you have any questions please contact Support or your Onboarding Analyst directly.