This guide contains all permissions and requirements for connecting your Shopify data to Supermetrics.
You can connect to data sources from the Data sources page on the Supermetrics Hub. On the Hub, you can also share an authentication link to connect to a data source you don't have direct access to.
There are two ways to connect Supermetrics to Shopify:
- From your Shopify store
This is the recommended way of connecting your Shopify store to Supermetrics with an easy-to-follow guided setup. - From your data destination
You can also go to your data destination and connect to Shopify from there. Shopify is available in Google Sheets, Looker Studio, Excel, data warehouse destinations, Power BI, and the Supermetrics API. You can also connect to Shopify from the Supermetrics Hub.
Required permissions
Check below the prerequisites for account types and permissions related to Shopify and store connections.
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)
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.
Connection instructions
Connect to Supermetrics from Shopify
It's recommended to connect to Supermetrics from your Shopify store. This method offers an easy-to-follow guided setup.
Step 1: Install Supermetrics app to your Shopify store
- Find Supermetrics in the Shopify app store. Supermetrics is available in the Store Management category.
- Click Add app.
- Review the permissions, and click Install app.
After installation, the Supermetrics app shows in the left sidebar under Apps.
Step 2: Create connection to your Supermetrics team
- Go to the Supermetrics app in your Shopify store.
- Click Create or refresh a connection.
- Login to your Supermetrics account.
- Select the team you want to connect to Shopify with, and click Continue.
- Click Back to Shopify.
Step 3: Connect Shopify to your data destination
- Select your data destination (Google Sheets, Looker Studio, or Excel) from the list of reporting platforms.
- Follow the instructions for your data destination.
If you need to refresh your connection and reauthenticate, click Create or refresh a connection in your Supermetrics app.
Connect to Shopify from your data destination
When connecting to Shopify, you need to install the Shopify app and enter your store's name.
- Select the Shopify data source on the Supermetrics Hub or in the data destination.
- If prompted, choose to make this connection shared or private.
- You'll be asked to install our app the first time you connect. Click Install app to proceed.
- 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'.
- Click Start.
- Enter your email, click Next, enter your password, and click Log in.
- In your data destination, select the accounts you want to include in your reporting.
See detailed instructions on how to connect to a data source from the Supermetrics Hub.
You can also connect to Shopify from these destinations:
- Google Sheets: How to log in to a Supermetrics data source in Google Sheets
- Looker Studio: How to connect data sources to Looker Studio
- Excel: How to connect data sources to Excel with Supermetrics
- Power BI: How to create your first Supermetrics query for Power BI
- The Supermetrics API: How to use the Query Manager
- Data warehouse and cloud storage (Hub): How to create a transfer
- BigQuery (marketplace): How to create a BigQuery (marketplace) transfer
More resources
- Shopify report building guide
- Shopify permissions guide
- How to edit the timezone for a Shopify query
- How to reauthenticate a data source in Google Sheets, Looker Studio, Excel, or Power BI
- How to reauthenticate a data source in data warehouse, API, or cloud storage platform
- How to manage data source connections on the Supermetrics Hub
