Shopify connection guide

Three types of Shopify accounts can connect to Supermetrics:

• Store owner
  • This role has full access once it's connected to Supermetrics
• Staff
  • See "Granting permissions" to learn about the permissions this role requires
• Collaborator (Shopify partner)
  • Learn how to connect as a collaborator or partner

You can confirm a store's owner by logging into Shopify and navigating to Settings → Users and permissions. You'll see the store owner's name at the top of the page.

Collaborators have to follow a different set of instructions to connect. Learn how to connect a Shopify collaborator or partner account to Supermetrics.

Shopify store owners can add staff to their Shopify store. Learn how to add a new staff account or edit permissions for an existing staff account, including giving them permission to use apps like Supermetrics.

• To give a staff account access to Supermetrics, open the Permissions menu in Shopify, and then click Apps and channels. Supermetrics should be listed with any other apps linked to the store.
• While all store owners can link new apps to a store, staff members need specific permissions ("Manage and install apps and channels" and "Approve app charges").
• Additionally, owners must grant each staff or collaborator account these permissions before they can connect to Supermetrics:
  • Home
  • Orders
  • Draft orders
  • Products
  • Gift cards
  • Customers
  • Reports
  • Dashboards
  • Marketing
  • Discounts

If you want to pull data for multiple Shopify stores, you'll need to repeat the authentication process for each one.

Once you've completed authentication for your first store, reauthenticate your connection using the name of your second store. Repeat this process for each store.

Make sure you've installed the Supermetrics add-on before you connect.

1. Open a new Google Sheets file.
2. Navigate to Extensions → Supermetrics → Launch sidebar to open Supermetrics.
3. Click Create new query.
4. Under Data source, select Shopify.
5. Choose to make this connection shared or private.
6. You'll be asked to install our app the first time you connect. Click Install app to proceed.
7. Enter your store's name. The store name is the first part of the store's URL. For example, for mystorename.myshopify.com the store name is 'mystorename'.
8. Click Start.
9. Enter your email, click Next, enter your password, and click Log in.
10. Select the accounts you want to include in your reporting.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Google Sheets.

Make sure you've connected Supermetrics to Looker Studio before following the steps below.

1. Open the Supermetrics Looker Studio data source gallery.
2. Navigate to Shopify and click Start free trial.
3. You'll see two buttons saying Authorize. If you're using Supermetrics for the first time, click the left-hand one and log in with the Google Account you use with Supermetrics.
4. Once that's done, or if you've done it before, click the right-hand Authorize button (under "Shopify requires authorization to connect to data").
5. Select the team with the connection you want to use with Shopify.
6. Choose to make this connection shared or private.
7. You'll be asked to install our app the first time you connect. Click Install app to proceed.
8. Enter your store's name. The store name is the first part of the store's URL. For example, for mystorename.myshopify.com the store name is 'mystorename'.
9. Click Start.
10. Enter your email, click Next, enter your password, and click Log in.
11. Select the accounts you want to include in your reporting.
12. Scroll down to the bottom of the page. To create a report with our template, select Use report template for new reports. To create a blank report, deselect this option.
13. In the pane's top right, click Connect.
14. Click Create report.
15. Click Add to report.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Looker Studio.

Make sure you've installed the Supermetrics add-on before you connect.

1. Open an Excel file.
2. Click Data → Show Supermetrics.
3. Under Data source, select Shopify.
4. Choose to make this connection shared or private.
5. You'll be asked to install our app the first time you connect. Click Install app to proceed.
6. Enter your store's name. The store name is the first part of the store's URL. For example, for mystorename.myshopify.com the store name is 'mystorename'.
7. Click Start.
8. Enter your email, click Next, enter your password, and click Log in.
9. Select the accounts you want to include in your reporting.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.

Follow these instructions to set up a transfer with Supermetrics for BigQuery (marketplace). See the instructions below for other data warehouse destinations.

Set up transfer for BigQuery (marketplace)

Make sure you've enrolled the data source before you connect.

1. Log in to the Google Cloud Platform.
2. Navigate to BigQuery → Data transfers.
3. Click + Create transfer.
4. Select the Shopify data source.
5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
6. Under Third-party connection, click Connect source.
7. Accept the agreement.
8. Click Authorize with Shopify.
9. You'll be asked to install our app the first time you connect. Click Install app to proceed.
10. Enter your store's name. The store name is the first part of the store's URL. For example, for mystorename.myshopify.com the store name is 'mystorename'.
11. Click Start.
12. Enter your email, click Next, enter your password, and click Log in.
13. Select the accounts you'd like to include in your reporting and define the transfer settings.
14. Click Submit.
15. Click Save.

Set up data warehouse transfer on the Supermetrics Hub

Make sure you've set up a data warehouse destination before you connect.

1. Log in to the Supermetrics Hub.
2. In the left-side menu, under Export, go to Data warehousing → Transfers.
3. Click Create new.
4. Select the Shopify data source, and click OK.
5. Fill in the transfer details. See detailed instructions on how to set up a transfer.
6. In the Connections section, click Add new connection.
7. You'll be asked to install our app the first time you connect. Click Install app to proceed.
8. Enter your store's name. The store name is the first part of the store's URL. For example, for mystorename.myshopify.com the store name is 'mystorename'.
9. Click Start.
10. Enter your email, click Next, enter your password, and click Log in.
11. In the transfer setup view, select the accounts you'd like to include in your reporting.
12. Click Create transfer.

1. Log in to the Supermetrics Hub.
2. In the left-side menu, under Export, click Power BI.
3. Click Select data source.
4. Select the Shopify data source.
5. You'll be asked to install our app the first time you connect. Click Install app to proceed.
6. Enter your store's name. The store name is the first part of the store's URL. For example, for mystorename.myshopify.com the store name is 'mystorename'.
7. Click Start.
8. Enter your email, click Next, enter your password, and click Log in.
9. Fill in the query details.
10. Click Run query to test your query.

1. Log in to the Supermetrics Hub.
2. In the left-side menu, under Transform, click Query Manager (API).
3. Select for Supermetrics API from the dropdown menu next to the page title.
4. Click Select data source.
5. Select the Shopify data source.
6. You'll be asked to install our app the first time you connect. Click Install app to proceed.
7. Enter your store's name. The store name is the first part of the store's URL. For example, for mystorename.myshopify.com the store name is 'mystorename'.
8. Click Start.
9. Enter your email, click Next, enter your password, and click Log in.
10. Fill in the query details. See detailed instructions on how to set up a Supermetrics API query in Query Manager.
11. Click Run to test your query.

1. Log in to the Supermetrics Hub.
2. In the left-side menu, select Connect → Data sources.
3. Scroll down to the list of data sources you haven't connected to. You see this list below your existing connections, under the title Connect to new data source.
4. Hover over the Shopify data source, and click Connect.
5. You'll be asked to install our app the first time you connect. Click Install app to proceed.
6. Enter your store's name. The store name is the first part of the store's URL. For example, for mystorename.myshopify.com the store name is 'mystorename'.
7. Click Start.
8. Enter your email, click Next, enter your password, and click Log in.