Testing your setup and reading the sync log
Tutorial 3 of 34 min read
The sync log is the source of truth
Whenever you're unsure whether something worked, don't guess from the ClickUp board — open OrderTask → Sync log in your Shopify admin. Every order event is listed there: what happened, what OrderTask did about it in plain language (“Added a refund comment on the order's task”), and a link to the ClickUp task on every row. Errors come with an explanation of what to fix, and you can search by order number.
Screenshot coming soon
The 60-second smoke test
Re-testing after changing a setting
Every order event syncs exactly once, at the moment it happens. That means you can't re-test by looking at the same order or refund again — it already synced, under the old settings. To verify a change, create a fresh test order or issue a new refund and watch that one.
How fast should things appear?
Tasks and comments usually appear within seconds of the event. On top of that, OrderTask re-checks recent orders every hour, so a temporarily missed event heals itself — if something looks wrong, it's often already fixed by the time you finish investigating. Still wrong after an hour? The sync log will say why.
The “nothing happened” checklist
When ClickUp looks unchanged after an order event, it's almost always one of these six:
I refunded an order and nothing new appeared
A refund is a comment on the order's existing task, not a new task — open the task's Activity and it's there. ClickUp also doesn't notify you about it, because the comment comes from your own account. Want refunds as their own tasks? Pick a refunds List.
The order was placed before I installed OrderTask
Only orders placed after install sync — there's no task for older orders, so later events on them do nothing either. The hourly re-check covers recent orders around the moment you installed.
The order was excluded by my filters
If an order doesn't pass your order filters, no task is created and no later event will resurrect it. The sync log shows these orders as filtered, so you can confirm in one glance.
The “New order” event is switched off
It's the master switch: only “New order” creates tasks, and every other event acts on the task that already exists. Off means nothing is ever created. The two golden rules explain this in full.
My trial or subscription lapsed
Syncing pauses while there's no active plan, and a banner appears on the app's Home page. Events catch up after you reactivate.
The task exists but some fields are empty
The data is almost certainly in the task description — the fallback when a field can't be filled (ClickUp's Free-plan cap, the Custom Fields feature switched off, or customer data pending Shopify's approval). Three reasons a field can look empty covers all of them.
Retrying a failed sync
When a row in the sync log shows a failure — say, ClickUp was briefly unreachable — you don't have to recreate anything. Every failed row has a Retry button that re-runs just that event.
Screenshot coming soon
Still stuck after the checklist and a retry? Email us with the order number — the sync log gives us everything we need to dig in fast.