Automation: Setting Up Integrations (API Key Setup)

This article will guide you through the initial setup for integrating a given vendor with Polaris. In most cases, you'll need to retrieve some information from the vendor, like an "API Key," and then input that value into Polaris.

We've created convenient video walkthroughs for most vendors, showing how to retrieve any necessary information key and connect them to Polaris. You can also find the same steps in text format.

Prerequisites

First, identify the vendors you plan to automate from the list on the Getting Started page. Then, for each vendor, follow the vendor-specific instructions on this page to connect them to Polaris.

When these setup steps reference the Integrations page, it is located at:

  • Workflows -> API Integrations

Video Guides

Facebook Ads (Meta Ads)

Klaviyo

Shopify

Stripe

Yotpo Loyalty

Text Guides

Facebook Ads (Meta Ads)

  • Log in to your Facebook Ads account and copy your Facebook Ads Account ID
  • Click "Connect" on our setup page for Meta Ads and then "Connect" on the popup
  • Provide your Facebook Ads Account ID and click "Connect"
  • Follow the Facebook Login prompts to complete the connection

Klaviyo

  • Log in to your Klaviyo account and open Account Settings - API Keys
  • Click "Create Private API Key"
  • Give your API Key a name like "TrueVault Integration"
  • Give your API Key Full Access
  • Click "Create"
  • Copy the Private Key shown on the next page somewhere safe like a password manager
    • This is the only time it will be shown in Klaviyo
  • Navigate to the Integrations Page in Polaris, and click "Connect" for Klaviyo
  • Click "Connect" in the popup and enter the Private Key you generated earlier
  • Close the connection popup

Shopify

  • Open our Shopify App page in the Shopify App Store
  • Click Install, and complete the authentication process; at the end of the process you'll be redirected to Polaris
  • Close the connection popup

Stripe

  • Log in to your Stripe account and open Developer Settings - API Keys
  • If you don't have one already, create a Secret Key
  • Click "Reveal key" and copy the key shown somewhere safe like a password manager
  • Navigate to the Integrations Page in Polaris, and click "Connect" for Stripe
  • Click "Connect" in the popup and enter the Private Key you generated earlier
  • Close the connection popup

Yotpo Loyalty

Yotpo has multiple secrets that you'll need to record. For each bold item below, copy the key somewhere safe like a password manager and label it to make it easy to track.

  • Log in to your Yotpo Loyalty account and open the account-wide General Settings
    • Under "API Credentials," copy the "App Key"
    • Click "Get secret key"
      • Yotpo will send an email to you with a code to unlock your secret key
      • Enter the code that was emailed to you on the General Settings page and copy the "Secret Key"
  • Return to the Yotpo Loyalty app, and open the Loyalty-specific Settings -> General Settings from the navigation on the left
    • Copy the "Merchant ID"
    • Copy the "API Key"
    • Copy the "GUID"
  • Navigate to the Integrations Page in Polaris, and click "Connect" for Yotpo Loyalty
  • Click "Connect" in the popup and enter the following values that you copied earlier:
    • "API Key"
    • "GUID"
  • Toggle the "Delete" integration on, and enter the following values:
    • "Merchant ID"
    • "App Key"
    • "Secret Key"
  • Close the connection popup