The Shopify integration pulls order, sales, and customer data from your Shopify store into AgencyAnalytics so you can report on e-commerce performance alongside your other marketing metrics.

Once connected, you can build widgets using Shopify's orders and sales data, apply filters to control how the data is calculated, and track metrics such as gross sales, net sales, refunds, and order counts.

Before connecting Shopify to AgencyAnalytics, make sure you have the following in place:

If these conditions aren't met, you may see a validation error or another connection issue when you try to connect.

Follow these steps to connect your Shopify store to AgencyAnalytics.

Step 1: Make sure you're logged in to your AgencyAnalytics account and to the Shopify App Store for the store you want to connect.

Step 2: Open the Client where you'd like to connect Shopify.

Step 3: Click Integrations, then click the Shopify card.

Step 4: In the Shopify setup window, click Go to the Shopify App Store.

Step 5: On the AgencyAnalytics app listing, click Add app, then click Install app on the installation page. The page loads momentarily, then redirects you to AgencyAnalytics.

Step 6: From the dropdown in AgencyAnalytics, select the Client where you want to connect Shopify.

Step 7: Click Connect to finish integrating.

On larger screens, the Add app button may appear to the left, below the AgencyAnalytics header, instead.

Reconnecting Shopify clears your previous results and restarts the data sync, causing another 6+ day delay while data loads.

If you're seeing data discrepancies, the best course of action is to wait for the full sync to finish, since most discrepancies resolve once all Shopify data has loaded.

Most stores connected before Online Store Analytics launched need to reconnect Shopify to grant the new reports permission.

Until you reconnect, the Online Store Analytics metrics aren't available for that Client.

To reconnect, follow the same steps as Connect Shopify above, selecting the same Client when prompted.

As of October 22, 2026, Match Shopify Reports is the default Record Keeping option on every Shopify widget and on the Shopify integration pages. It counts every sale, return, edit, and cancellation on the day Shopify processes it, just like Shopify's own sales reports. That means your Shopify totals in AgencyAnalytics should line up with the sales reports in your Shopify admin.

The old default, By Order Date, only counted sales and returns on orders placed inside the selected dates.

For example, if an order placed in 2024 was returned in 2025, Shopify deducts that amount from 2025's sales, but By Order Date doesn't deduct it anywhere.

Because of this, sales totals could come out higher than Shopify's. Match Shopify Reports counts the return on the day it was processed, just like Shopify does.

To keep the previous figures on a widget, set its Record Keeping filter back to By Order Date. Only do this if you don't need your figures to match Shopify's reports.

Shopify widgets in AgencyAnalytics support several filters that control how sales and order data are calculated. Understanding each filter helps you get an accurate analysis.

Channels Filter: Narrows data by order or sales source. Select specific channels or leave it on the default "All"

Include Adjustments: Determines whether to include adjustment-related data. At the order level, it includes high-level adjustment details. At the sale level, it breaks down adjustments further

Include External Events: Includes orders and sales linked to events outside the date range, relevant because of associated events within the range.

Include Refunds: Decides whether to include refund-related data. At the order level, it summarizes refund information. At the sale level, it details various refund types

Include Voided Orders: Similar to refunds, this filter involves voided order-related data

Record Keeping: Changes the date-filtering methodology and context. Defaults to Match Shopify Reports. You can also choose from other preset options or a custom "By Date Filter"

Record Keeping Date Filter: Applies when using the "By Date Filter" option. It specifies which column to use alongside the Record Keeping filter. Has no effect under Match Shopify Reports

Use Adjusted Totals: Affects calculation results. "Yes" shows current adjusted values. "No" preserves original values, excluding adjustments

The Record Keeping filter's context depends on the option you choose:

By Order Date: Filters based on the original order date, and includes edits, adjustments, and refunds for orders in the range

By Refund Date: Similar to order date, but includes refunds occurring during the period

By Adjustment Date: Incorporates adjustments to orders within the date range

By Event Date: Filters by event date, encompassing orders, refunds, adjustments, and other events

By Date Filter: Isolates specific events using a designated date column without extra conditions

The following metrics are supported by the Shopify integration and can be used when building widgets.

These metrics are affected by filter settings and have variations.

Date: Date associated with analytics (based on filter)

Channel: Channel associated with the order

Referrer: Referral source associated with the order

Total Orders: Number of total Shopify orders (including voided, authorized, paid, and refunded)

Refunded Orders: Number of Shopify orders less the number of refunded orders (excluding external refunds)

Voided Orders: Number of Shopify orders voided

Net Orders: Number of Shopify orders less the number of refunded and voided orders (excluding external refunds)

Adjusted Orders: Number of Shopify orders manually adjusted in price

Edited Orders: Number of Shopify orders edited

Average Order Value: Average value of unadjusted Shopify orders

Refunds: Number of total Shopify refunds processed (includes partial and full refunds)

Refunds (External): Number of Shopify refunds processed from orders outside the selected date range (includes partial and full refunds)

Refunds (Internal): Number of Shopify refunds processed from orders inside the selected date range (includes partial and full refunds)

These metrics are affected by filter settings and have variations.

Gross Sales: Sum of Shopify gross sales before discounts, excluding refunds

Order Discounts: Sum of Shopify order-level discounts applied

Total Discounts: The total discounts on Shopify orders

Subtotal Sales: Sum of Shopify subtotal sales before taxes (Gross sales + Discounts)

Net Sales: Sum of Shopify net sales before taxes (Gross sales + Discounts + Refunds)

Total Taxes: Sum of Shopify taxes charged

Gross Sales (Including Tax): Sum of Shopify gross sales before discounts, excluding refunds, with taxes included

Subtotal Sales (Including Tax): Sum of Shopify subtotal sales including taxes (Gross sales + Discounts + Taxes)

Net Sales (Including Tax): Sum of Shopify net sales including taxes (Gross sales + Discounts + Refunds + Taxes)

Shipping Charges: Sum of Shopify shipping charges before discounts and refunds

Shipping Discounts: Sum of Shopify shipping discounts applied

Total Shipping: Sum of Shopify shipping charges excluding refunds (Shipping Charges + Shipping Discounts)

Total Duties: Sum of Shopify duties applied, excluding returns

Total Sales: Sum of Shopify total sales (Gross sales + Discounts + Shipping + Taxes + Duties)

Additional Fees: The sum of additional fees on Shopify orders

Original Sales: Sum of Shopify original sales at time of order

Original Duties: Sum of Shopify original duties applied at time of order

Original Shipping: Sum of Shopify original shipping charges at time of order

Total Refunds: The total refunded sales amount on Shopify orders from both external and internal refunds

Refunded Sales (External): The total external refund amount from Shopify orders outside the selected date range

Refunded Sales (Internal): The total internal refund amount from Shopify orders inside the selected date range

Voided Sales: The adjustments made due to Shopify orders being voided

Manual Sales Adjustments: Sum of Shopify charges manually adjusted

Total Sales Adjustments: The total adjustments, refunds, and voided sales made on Shopify orders

Tax Adjustments: Sum of Shopify taxes refunded and/or adjusted

Shipping Adjustments: Sum of Shopify shipping charges refunded and/or adjusted

Duty Adjustments: Sum of Shopify duty charges refunded and/or adjusted (excludes external refunds)

Discount Adjustments: Sum of Shopify discounts refunded and/or adjusted (excludes external refunds)

Subtotal Adjustments: Sum of adjustments to subtotals (includes external refunds)

Net Adjustments: Sum of adjustments to net sales (includes external refunds)

These metrics cover store-wide traffic, conversion, and customer behavior, separate from order-level sales data.

Traffic: Visits to the online store

Conversion: Rate at which store visits turn into completed orders

New Customers: Customers making their first purchase from the store

Returning Customers: Customers who have purchased from the store before

Store-Wide Sales: Total sales across the online store

These metrics are available in dashboards, reports, and custom metrics, just like other Shopify data.

Date Created: Date the order was created in Shopify

Date Processed: Date the order was processed by Shopify, which can differ from the creation date

Date Updated: Date the order was last modified

Date Refunded: Date the refund was processed by Shopify, which can differ from the creation date

Date Canceled: Date the order was canceled in Shopify

Customer: Customer name associated with the order

Referrer: Referral source associated with the order

Channel: Channel associated with the order

Order ID: Unique ID associated with the order and/or associated refunds and adjustments

Payment Status: Display status of the order payment (may not reflect all states of a transaction)

Taxes Included?: Whether taxes were included in the original purchase price

Transaction Type: Type of the order line transaction

First-Time Customer?: Whether the customer is a first-time buyer

Order Edited: Whether the order has been edited since it was created

External Refund?: Whether the refund came from an order beyond the selected date range

Manually Adjusted?: Whether the order was manually adjusted

No. Shopify data updates periodically, about twice daily, rather than in real time.

Shopify offers different reports and ways to review analytics that are plan-specific, so they're not always available to all Shopify users. Order reports offer a high-level view while Sales reports offer a more intricate view. These two report types can sometimes yield different results when compared across dates. The difference comes from how each report interprets the event date.

On October 22, 2026, Match Shopify Reports became the default Record Keeping option. It counts returns, edits, and cancellations on the day Shopify processed them, so totals on widgets left on the default can change to match Shopify's own sales reports. To keep the old figures on a widget, set its Record Keeping back to By Order Date.

Reports you've already sent keep their figures. Your next report recalculates every period it shows using Match Shopify Reports, so a past month can differ from the version you sent before.

Set the widget's Record Keeping filter to Match Shopify Reports, or remove the Record Keeping filter to use the default. Leave Include Adjustments, Include Refunds, Include Voided Orders, and Use Adjusted Totals set to Yes.

Work through these checks:

Step 1: Check the widget's Record Keeping filter. If it shows another option, switch it to Match Shopify Reports, or remove the Record Keeping filter to restore the widget to its default.

Step 2: Make sure you're comparing the same sales channels as the Shopify report you're looking at. Use the Channels filter to match them.

Step 3: Compare the Client's time zone in AgencyAnalytics with your store's time zone in Shopify. Different time zones move sales between days and across the edges of the date range.

If you intentionally picked a different Record Keeping option, your figures won't line up with Shopify's reports, and that's expected.

On a day with an exchange (an item swap), Gross Sales, discounts, and returns can still differ from Shopify, while Total Sales matches.

Under Match Shopify Reports, these two filters have no effect. They still show in the filter menu, but changing them doesn't change the figures. Include Adjustments, Include Refunds, Include Voided Orders, and Use Adjusted Totals still change the figures.

No. Product reports don't have a Record Keeping option. The Products page uses a date setting labeled "Filter Results By," and it still determines which order lines count.

Yes. Mismatched time zones can cause data discrepancies. Once you change the timezone setting in the Shopify integration to match your store's native timezone, the change should apply immediately to existing datasets.

Look for the clock icon with an arrow around it, displayed to the left of the date range selector within the Shopify integration. This icon shows the approximate number of hours since the last sync. Hover over it to view a tooltip with the exact date and time Shopify data was last synced for your Client.

Shopify lets users edit orders after they've been placed, like changing or adding/removing an item. If an order is edited after the day it was placed, it appears as a separate order in several Shopify native reports. This can lead to discrepancies, since the Shopify integration may show a different order count or order total depending on when and how orders were edited. Shopify sometimes displays information differently to third parties via its API than it does on its native platform UI.

AgencyAnalytics treats gift card sales as part of total sales. In some parts of Shopify, gift card sales aren't tracked and are excluded. At this time, AgencyAnalytics does not exclude gift cards from the datasets it pulls.

This error usually means you weren't logged into AgencyAnalytics when you tried to connect from the Shopify App Store. Before connecting, make sure you:

Once you're logged into both, try the connection again.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄