One of the most important parts of an e-commerce platform are the data, analytics and KPIs it provides on your store and its customers. These are crucial for keeping track of your store’s performance and making informed decisions in order to retain and grow your customer base. Shopify provides a great range of analytic reports and helpful insights into your store’s performance which, when synced to Sourcetable, give you all the tools you need to analyze the full picture of your business.
Sourcetable allows e-commerce owners to view the health of their business in one snapshot, displaying Total Sales, Conversion Rate, Top Products by Units Sold, and many more basic Shopify reports. Sourcetable can also issue cross-channel reports that combine Shopify data with metrics from other platforms and integrations, streamlining data analysis for all e-commerce owners.
One of the main benefits of Shopify is that the platform makes it quick and easy to launch an online store, without having to worry about third-party suppliers, hosting and development costs. All you need to do is provide the product or service you’re hoping to sell. Likewise, syncing your data with Sourcetable is intuitive and accessible to all.
Sourcetable comes with a full suite of visualization tools for all your reporting needs. Create visually striking dashboards, bar charts to line graphs, burn charts, mapping, scatter plots and more, share with your team and identify the metrics that matter for your business.
Use out of the box tried and tested templates in order to merge database and payments data, and improve data collaboration across your entire organization.
Analyze your Shopify data alongside insights from other e-commerce platforms, and access cross channel reports in the blink of an eye
Compile all your Shopify data into a single spreadsheet, tracking the metrics that matter in order to confidently evaluate and improve your campaigns going forwards.
If a customer leaves the first page without ordering anything it is considered as an abandoned checkout
Abandoned checkout line item is the product which the customer had added in the cart but did not order
It gives the information about the shipping method being chosen
The tax information applicable on checkout, it contains price, rate and title
The recovery URL sent to a customer in order to recover the information for their checkout so that they can complete their order
The discount which is applicable on the order while check out applied via discount code
The gift card which is applicable on the order while check out
The discount code which is applicable o the order
If we need to manage the relationship between product and custom collections we can use collect. A collect is used to track the ID of both the product and the custom collection for each product present in custom collection.
A group of products is called a collection. It helps customer to easily find the products by a category.
A product belonging to a collection is called a collection product.
A country resource is used to apply the tax rates applicable on the products where the shop sells its products
A customer resource represents the customer information like its contact details, address information etc
The address of the customer that he has entered.
A query saved by Shop owner when searching for customers by applying any filters is called customer saved search
Tag that a shoip owner applies on a customer
It tells if the customer is exempt from paying any taxes and is applicable only on Canadian taxes.
Discount allocation is the method by which discount application value is decided to be applied on product lines
A list containing the discount type, title, value, allocation method etc
An object containing the code, type which specifies the type of discount and an amount
If we wish to allow merchants to create orders on behalf of customers then we can use draft orders, they are specially helpful in cases where merchants receive orders from outside channels
Represents the product variant line or the custom line that is associated to a draft order.
An array of tax line objects containing price, rate and title
Additional attributes or information added in the form of name and value pairs associated to an order
Contains the draft order id and value
A group of one or more items in an order that are fulfilled from the same location is called fulfillment
Fulfillment event contains the fulfillment id, order id and location details of order
A line item represents the product details for an order
A gift card is an alternate method used for payment. A git card has a unique code which has to be entered at the time of checkout to redeem its amount
Physical goods available that are to be shipped to a customer is called an inventory item.
Available quantity of an inventory item at a particular location is called inventory level
A geographical location where your stores, pop-up stores, headquarters, and warehouses exist is called location
A customer's completed request to purchase the products from a shop is called order
Contains the information of order and refund along with the reason the customer has mentioned to claim a refund
An object containing the code, type which specifies the type of discount and an amount
Order line item represents the product a customer has purchased and it's information
The line item for which user claims a refund on an order
Additional attributes or information added in the form of name and value pairs associated to an order
It gives the details of the shipping method being used
An array of tax line objects containing price, rate and title
Tags are short string based descriptors that can be used for searching and filtering and are applied on the order
Contains the order id, key and value
If we need to create discount using our conditions we can use price rule
Contains the information regarding the price rule id and collection id
Contains the information regarding the price rule id and country id
Contains the information regarding the price rule id and product id
Contains the information regarding the price rule id and product variant id
Contains the information regarding the price rule id and collection id
Contains the information regarding the price rule id and customer id
Contains the information regarding the price rule id and product id
Contains the information regarding the price rule id and customer saved search id
Contains the information regarding the price rule id and product variant id
A product is an item merchant wishes to sell its customers
An image associated with a product is called product image. A product may have upto 250 images
These are the custom property names, we can add upto 3 property names like color, size etc
Tags are short string based descriptors that can be used for searching and filtering and are applied on the product
If we want to add a product of one version with several variants of it we can use product variant resource for that. Each product can have maximum of 100 product variants and 3 options
We use the province resource to check the sales tax applied on the orders from the sub regions of the country
A refund resource contains the information of the amount given to the customer as well as the line items the order had which was refunded
An array of tax line objects containing price, rate and title
The transfer of money between merchant and customer is called a tender transaction, they modify the shop's balance
They are created for each order that outcomes in exhange of money. There are 5 types of transactions: Authorize, sale, capture, void, and refund
If you want to fetch information regarding the staff acounts on a Shopify shop you can use user resource
Online businesses integrating Shopify with Sourcetable have access to all relevant data.
Retail online stores
(eCommerce)Retail offline stores
B2B Platforms
Software as a Service
(SaaS) companiesB2C Marketplaces
Shopify + Sourcetable
Shopify + Sourcetable
Shopify + Sourcetable
Shopify + Marketo
Shopify + Mailchimp
Connect, sync and query your Shopify data together with findings from 30+ other sources, to drive decisions and improve targeted advertising campaigns
Automate your Shopify data and processes, to free up time to focus on selling your product
Create workflow templates based on data from Shopify and other platforms, and share among team members, regardless of their level of tech know-how