OfficeAutoPilot is now ONTRAPORT!

ONTRAPORT (formerly OfficeAutoPilot / SendPepper) is a powerful CRM and automation platform that integrates seamlessly with UltraCart. ONTRAPORT can:

• Retrieve item details from UltraCart

• Receive notifications for new orders, refunds, and auto-order status changes

• Track affiliate conversions using their partner pixel

• Maintain product and contact records using UltraCart’s transmissions

This guide walks through configuration, product mapping, monitoring transmissions, and optional features such as resending notifications.

Before configuring the integration, make sure you have:

• An active ONTRAPORT account

• API key (if using API method)

• Conversion domain (if using Partner Tracking Pixel method)

• Administrative-level access to the UltraCart account

• Items created in both UltraCart and ONTRAPORT (recommended)

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1. Navigate to:

   Main Menu → Configuration → External Integrations → ONTRAPORT

2. Choose an integration method:

   • API Integration
     Requires a single ONTRAPORT API key. This is the recommended method.

   • Partner Tracking Pixel
     Requires entering the ONTRAPORT sub-domain for each StoreFront theme.

Tip: If you’re unsure which method to select, contact ONTRAPORT Support for guidance.

3. Complete the configuration fields displayed for the selected method.

4. Save your configuration.

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When the API method is selected, UltraCart provides a simple configuration screen requiring only the ONTRAPORT API key. Obtain the UltraCart Integration Key from ONTRAPORT Support.

Note: API keys occasionally expire or become invalid (“stale”). If transmissions suddenly fail with a 403 error, refresh your ONTRAPORT API key and re-enter it into UltraCart.

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If you use ONTRAPORT’s partner/affiliate tracking system, select the Partner Tracking Pixel method. You must:

1. Copy the host portion of the conversion URL provided by ONTRAPORT.

2. Enter that host into the ONTRAPORT Sub-domain field for each StoreFront theme.

This allows the system to fire ONTRAPORT’s conversion pixel on UltraCart receipts.

As shown in the screen shot above you copy the host name from the conversion URL provided by ONTRAPORT and enter it in the ONTRAPORT Sub-domain field provided for each Theme (It may be "ontraport.ontraport.com".  You can verify that with ONTRAPORT).

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Regardless of which integration method you choose, you must complete Product Mapping.

• If no Product Name is entered, UltraCart sends the UltraCart Item ID as the ONTRAPORT Product Name.

• If Item IDs differ between systems, manually enter the correct ONTRAPORT Product Name per item.

Warning: If items are duplicated in UltraCart, make sure to update the custom field oapProductid. Leaving the duplicated value in place results in incorrect product data being transmitted to ONTRAPORT.

UltraCart transmits the following:

ONTRAPORT may also poll UltraCart to retrieve up-to-date item details.

The bottom of the ONTRAPORT configuration page displays the Transmission Log.

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Each entry includes:

• Transmission type

• Status

• Description

• Full request payload

• Response code from ONTRAPORT

Click View beside any log entry to see the XML details.

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Tip: When first configuring ONTRAPORT, monitor the transmission log frequently to ensure all data is flowing correctly.
If you have any problems with the integration, these transmission logs can be incredibly valuable to ONTRAPORT support personnel.

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UltraCart provides the ability to resend the ONTRAPORT order notification if needed. This option appears only when:

• ONTRAPORT is configured in the UltraCart account, and

• You are viewing an order in Order Management → Review Order.

1. Open any order under Order Management.

2. Click Review to view order actions.

3. From the top-right corner, click Tools.

4. If ONTRAPORT is configured, you will see:

   Resend OntraPort Notification

Selecting Resend OntraPort Notification will retransmit the order information to ONTRAPORT, generating the same payload used in the original transmission.

You may use this feature when:

• The original ONTRAPORT transmission failed (e.g., API key expired, 403 errors).

• You have corrected item mappings, tags, or other ONTRAPORT-related configuration.

• Important order changes were made after the original transmission (e.g., corrected items, updated customer data).

• A merchant needs to manually retrigger ONTRAPORT workflow automations associated with the order.

Note: The option will not appear unless ONTRAPORT integration is currently active.

ONTRAPORT does not store shipping or handling charges. These differences are expected when reconciling order totals.

If an item contains a value in the oapProductid field, UltraCart transmits that value instead of the Item ID. If items were duplicated, this field may not have been updated.

If using the API method, the API key may have expired or become invalid. Refresh the key and re-enter it in UltraCart. If the problem persists, gather:

1. Example contact experiencing the issue

2. Order form URL

3. Form name in ONTRAPORT

4. Screenshot of your ONTRAPORT key

5. Transmission log entry (using View)

6. Integration method (API or Partner Pixel)

Then contact ONTRAPORT Support.

UltraCart only sends data for successful, paid orders. Orders in:

• Accounts Receivable

• Pre-Orders

• Quote Requests

• Pending Clearance

• Fraud Review

…are not transmitted because no payment has occurred.

Question:  How do I add tags to my items so that once purchased, the tag will be added to the newly created Contact in Ontraport, triggering a campaign or other follow up action?

Answer:  Within Ontraport, create a campaign, and the trigger should be a new trigger Purchases (and select the product purchased) :

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This trigger will add them to the campaign, and then you can add another step below that trigger which adds the contact to any tag of your choosing.

ONTRAPORT and UltraCart form a powerful two-way integration that synchronizes products, sends order activity, and triggers CRM workflows. With proper configuration and regular monitoring of the Transmission Log, merchants can maintain a clean, reliable automation pipeline.

• Review StoreFront → Communications documentation for automation enhancements

• Configure item-level tags for ONTRAPORT campaigns

• Explore UltraCart Webhooks and REST API options

• Contact ONTRAPORT Support for custom campaign or workflow advice