# HYROS Installation: SamCart

## IMPORTANT NOTE BEFORE STARTING

**Plan Requirement:** You will only be able to complete the integration if you have the "Scale" plan or higher.

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## REQUIREMENTS - Collect Before Starting

| Item | Ask User |
|------|----------|
| SamCart Admin Access | "Do you have admin access to your SamCart account?" |
| SamCart Plan | "Are you on the Scale plan or higher?" |

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## STEP 1: Install the Universal Script

**If automating:**
In HYROS, go to Tracking and copy the Universal Script. In SamCart, go to Settings → Tracking & Pixels. Paste the script into "Embed HTML Scripts". Click Save.

**If guiding user:**
1. "In HYROS, go to Tracking."
2. "Copy the HYROS Universal Tracking Script."
3. "Log in to SamCart."
4. "Go to Settings."
5. "Open Tracking & Pixels."
6. "Paste the script into 'Embed HTML Scripts'."
7. "Click Save."

→ Confirm: "Is the Universal Script in Tracking & Pixels?"

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## STEP 2: Create Integration in HYROS

**If automating:**
In HYROS, go to Settings → Integrations. Find SamCart and click Configure. Click Create Integration and name it. Click Edit, then Get Webhook and copy the webhook URL.

**If guiding user:**
1. "In HYROS, go to Settings → Integrations."
2. "Find SamCart and click Configure."
3. "Click Create Integration."
4. "Name it 'SamCart' (or anything you prefer)."
5. "Click Add Integration."
6. "Once created, click Edit."
7. "Click Get Webhook."
8. "Copy the generated webhook URL."

→ Confirm: "Do you have the HYROS webhook URL?"

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## STEP 3: Configure Webhooks in SamCart

**If automating:**
In SamCart, go to Apps and search for Webhooks. Connect a New Instance. Add rules for Product Purchased, Subscription Charged (if applicable), and Product Refunded (if applicable). For each rule, choose "Send Notify URL POST" and paste the HYROS webhook URL.

**If guiding user:**
1. "Log in to SamCart."
2. "Go to Apps and search for 'Webhooks'."
3. "Open the Webhook App and Connect a New Instance."
4. "Configure the Webhook App instance."
5. "Add a rule for Product Purchased:"
   - "Click Add a new rule"
   - "Choose: Product-specific (single products), or Global (all products)"
   - "Click Select an Action → choose Send Notify URL POST"
   - "For the event, select Product Purchased"
   - "Paste the HYROS webhook URL"
   - "Click Add Rule"
6. "Repeat for Subscription charged (if you have subscriptions)."
7. "Repeat for Product refunded (if you want refund tracking)."

→ Confirm: "Are the webhook rules configured?"

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## VERIFICATION

After setup:
1. Make a test purchase through SamCart
2. Check HYROS dashboard for the transaction
3. Verify the purchase is attributed correctly

→ Confirm: "Can you see SamCart transactions in HYROS?"

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## TROUBLESHOOTING

### Script not firing?
- Check it's in the Embed HTML Scripts section (not elsewhere)
- Verify you clicked Save

### Orders missing?
- Verify webhook rules are set up for Product Purchased event
- Check webhook URL was copied correctly

### Subscriptions not tracking?
- Add a separate webhook rule for "Subscription charged" event

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## Source
Synced from: docsContent.ts (samcartGuide)
Last synced: 2026-01-03