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: Visit the Shopify App Store listing for AgencyAnalytics.

Step 3: In the upper right of the app store page, click Add app. This redirects you to the installation page.

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

Step 4: On the installation page, review the privacy details and click Install app in the upper right. The page loads momentarily, then redirects you to AgencyAnalytics.
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Step 5: From the dropdown in AgencyAnalytics, select the Client where you want to connect to Shopify.

Step 6: Click Connect to finish integrating.

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.

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. Choose from 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

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)

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 has different reports and ways to review analytics, and they 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.

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 take effect immediately on 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.

Refunds can cause discrepancies in the Total Sales metric because of how Shopify displays refunds on its native platform versus how it feeds that data to AgencyAnalytics via the API. For example, on the native Shopify platform, refunds are applied to the order date. If an order was placed on January 15th but refunded on March 15th, the refund appears on the Shopify dashboard as of January 15th. When Shopify sends data through its API, refunds are applied on the date they're given. So the same order refunded on March 15th shows the refund as March 15th in AgencyAnalytics. Since Shopify isn't consistent in refund dates between its platform and API, AgencyAnalytics won't exactly match what you see on the native platform until Shopify updates its API.

Small discrepancies can exist between these metrics due to a known limitation in how refunds are applied in the Shopify API (which AgencyAnalytics uses) compared to Shopify's native platform data.

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 orders 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.

Apply these two filters when setting up your Shopify widgets:

Record Keeping: Set to "By Order Date". This organizes data by the date the order was placed, matching Shopify's native behavior

Record Keeping Date Filter: Set to "Date Ordered". This filters data based on the date orders were placed, rather than when they were processed or created via the API

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 😄