Using the Extension with Magento 2

See how to configure the settings of the extension

Data Sync Settings Overview

To access and modify your Magento 2 data settings in, head over to, click “Data” from the left-side menu, then scroll down to “Data Sync Settings”.

Note: Information about the Magento 2 extension, available through the Magento admin portal, is later in this article.

Here, you can set your store’s URL, the page size of your data syncs, as well as the time of day when your data should sync to (the default is “when needed”).

Extension Settings

If you are using v6.7.0 or a later version of the extension, you will be able to access the below settings in two ways after adding your Public and Private Keys to the extension:

  • Through the Magento2 backend in Stores > Settings > Configuration > Clerk > Configuration
  • Through, under Settings > Extensions

It does not matter where you make the changes, as the extension will sync with any changes made in and vice versa.

In you will also be able to see your current version of the extension, your platform, and the PHP version.

Simply click “Edit” on any setting, to see the available options:

Magento 2 Extension - Overview

To access your extension in the Magento 2, log into your webshop’s admin portal, then follow the path Stores > Settings > Configuration > Clerk > Configuration

General Settings

You’ll find your Extension version number, as well as your store’s public and private API keys in the General section.

To include Pages in your data sync with, choose “Yes” in the next dropdown, and type in any additional fields you’d like to include with your page data (such as images or page type) as comma separated values.

You can also set the default language for your synced store data in the final dropdown in General.

Synchronization Settings

In the Synchronization section of the plugin, you have the option to customize your synced customer, order, basket, and product data.

Options are greyed out and unavailable for updating when using the website data, indicated by the checked box on the right of each section. Simply uncheck the appropriate box to modify.

  • Use Real-time Updates: choose “Yes” to enable real-time updates to your data synced with

  • Collect Emails: select “Yes” here to sync customer emails

  • Collect Baskets: to collect basket data and sync to, select “Yes” here

    • To add any additional basket data fields, include these as comma-separate values in the “additional fields” section below.
  • In the next two dropdowns, select “yes” to only synchronize saleable products, and/or only synchronize product with visibility to

  • Should you need to disable order synchronization, you can do so by choosing “Yes” in this dropdown.

Customer Synchronization Settings

Enable customer data syncs by choosing “Yes” from the dropdown in this section. If you have any extra customer attributes you’d like to include in the sync, type in their values in the text box here as a comma-separated list.

Search Settings

Enable your store’s Search Page by choosing “Yes” in the dropdown here.

  • After selecting “Enabled”, enter your Search Page Content name, which matches the data-template field found in the embed code of your Content in In this example, search-page.

  • You can set the " load more" and " no results" text displayed by typing the desired phrase in these text boxes.

Live Search Settings

  • After selecting “Enabled” from the dropdown to enable Live Search, select whether or not you want Categories displayed within your search results.

    • You can also select the number of search suggestions, categories, and content results to show within Live Search in addition to your product results.
  • You also have the option to choose what page types display as search results, for example “CMS Pages”, “Blog Posts”, or “All”.

  • You can choose the position of the live search dropdown from your search box with Dropdown Positioning.

  • Provide the Content name for your live search next, which can be found next to data-template in your Live Search embed code within your Content. This is likely live-search.

  • Last, you have the option to provide your Live Search Input Selector and Form Selector, which can be found by inspecting your webshop’s search box with your browser, and identifying the ID or class associated with its input and form.

    • In this example, #search as the input selector, and using the website is chosen for identifying the form selector.

Faceted Navigation

To add facets to your Search Page, first be sure to select “Enabled” box under Faceted Navigation.

  • Click on the attributes you would like to add to your facets and click save config.

  • Once added, your added attributes will appear under Titles. In this section, you can create the Title to be display for that facet, and what position in the list of facets you’d like that attribute to appear.

Note: You are now able to call the data for categories and pages in your Search page in the same way you would in your Live search, giving you a larger range of information to engage your customers with. For more information you can check here.

Customising Your Search Page Facets

  • allows you to style your search page facets from within the design and you can display this by referencing it with the design ID field.

  • The design ID can be found in the backend, on the far left column of each design on the design overview page and in the bottom left of the page once you enter the design to edit.

Powerstep and Exit Intent Settings

Similar to Search, enable your Powerstep by selecting “Yes” from the dropdown, then choose the type of powerstep you’d like to appear (either Page or Popup).

  • Provide the Content name for your Powerstep, which is found next to data-template in the embed code within your Powerstep Content, power-step-others-also-bought in this example.

  • Follow the same process as above for enabling your Exit Intent, and identifying and adding the appropriate Exit Intent Content.

Category, Product, and Cart Page Settings

Also similar to Search, enable your Product, Category, and Cart Page Settings by selecting “Enabled” from the appropriate dropdowns.

  • Just like the Search functionalities, you can find the content name next to data-template in the embed code within > Recommendations > Content.
    • In this example, we’ve enabled Product Page, Category Page, and Cart Page settings, and included category-page-popular as our Category Page content, product-page-alternatives and product-page-others-also-bought on our Product Page, as well as cart-others-also-bought as our Category Page content.