Sync Shopify data to Sourcetable
Shopify
Sync Shopify data to Sourcetable
All your business data, synced in a spreadsheet.
Find out how to make the most of your Shopify data with Sourcetable
Sourcetable Benefits
Track your e-commerce metrics
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.
Your e-commerce at a glance
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.
Easy to set up & integrate
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.
Visualizations
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.
Find out how to make the most of Shopify with Sourcetable
Smart Templates
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.
Quick Analysis
Analyze your Shopify data alongside insights from other e-commerce platforms, and access cross channel reports in the blink of an eye
Ease Of use
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.
Who uses Shopify data in Sourcetable
📈 Marketing and Advertising professionals
👷🏿 Sales and Sales Ops folk
🧓🏼 Founders
🏢 Ecommerce businesses
Sample of the Shopify data that will be available
in your Sourcetable spreadsheets
ABANDONED_CHECKOUT
If a customer leaves the first page without ordering anything it is considered as an abandoned checkout
ABANDONED_CHECKOUT_LINE
Abandoned checkout line item is the product which the customer had added in the cart but did not order
ABANDONED_CHECKOUT_SHIPPING_LINE
It gives the information about the shipping method being chosen
ABANDONED_CHECKOUT_TAX_LINE
The tax information applicable on checkout, it contains price, rate and title
ABANDONED_CHECKOUT_URL_TAG
The recovery URL sent to a customer in order to recover the information for their checkout so that they can complete their order
APPLIED_DISCOUNT
The discount which is applicable on the order while check out applied via discount code
APPLIED_GIFT_CARD
The gift card which is applicable on the order while check out
CHECKOUT_DISCOUNT_CODE
The discount code which is applicable o the order
COLLECT
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.
COLLECTION
A group of products is called a collection. It helps customer to easily find the products by a category.
COLLECTION_PRODUCT
A product belonging to a collection is called a collection product.
COUNTRY
A country resource is used to apply the tax rates applicable on the products where the shop sells its products
CUSTOMER
A customer resource represents the customer information like its contact details, address information etc
CUSTOMER_ADDRESS
The address of the customer that he has entered.
CUSTOMER_SAVED_SEARCH
A query saved by Shop owner when searching for customers by applying any filters is called customer saved search
CUSTOMER_TAG
Tag that a shoip owner applies on a customer
CUSTOMER_TAX_EXCEPTION
It tells if the customer is exempt from paying any taxes and is applicable only on Canadian taxes.
DISCOUNT_ALLOCATION
Discount allocation is the method by which discount application value is decided to be applied on product lines
DISCOUNT_APPLICATION
A list containing the discount type, title, value, allocation method etc
DISCOUNT_CODE
An object containing the code, type which specifies the type of discount and an amount
DRAFT_ORDER
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
DRAFT_ORDER_LINE
Represents the product variant line or the custom line that is associated to a draft order.
DRAFT_ORDER_LINE_TAX_LINE
An array of tax line objects containing price, rate and title
DRAFT_ORDER_NOTE_ATTRIBUTE
Additional attributes or information added in the form of name and value pairs associated to an order
DRAFT_ORDER_TAG
Contains the draft order id and value
FULFILLMENT
A group of one or more items in an order that are fulfilled from the same location is called fulfillment
FULFILLMENT_EVENT
Fulfillment event contains the fulfillment id, order id and location details of order
FULFILLMENT_ORDER_LINE
A line item represents the product details for an order
GIFT_CARD
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
INVENTORY_ITEM
Physical goods available that are to be shipped to a customer is called an inventory item.
INVENTORY_LEVEL
Available quantity of an inventory item at a particular location is called inventory level
LOCATION
A geographical location where your stores, pop-up stores, headquarters, and warehouses exist is called location
ORDER
A customer's completed request to purchase the products from a shop is called order
ORDER_ADJUSTMENT
Contains the information of order and refund along with the reason the customer has mentioned to claim a refund
ORDER_DISCOUNT_CODE
An object containing the code, type which specifies the type of discount and an amount
ORDER_LINE
Order line item represents the product a customer has purchased and it's information
ORDER_LINE_REFUND
The line item for which user claims a refund on an order
ORDER_NOTE_ATTRIBUTE
Additional attributes or information added in the form of name and value pairs associated to an order
ORDER_SHIPPING_LINE
It gives the details of the shipping method being used
ORDER_SHIPPING_TAX_LINE
An array of tax line objects containing price, rate and title
ORDER_TAG
Tags are short string based descriptors that can be used for searching and filtering and are applied on the order
ORDER_URL_TAG
Contains the order id, key and value
PRICE_RULE
If we need to create discount using our conditions we can use price rule
PRICE_RULE_ENT_COLLECTION
Contains the information regarding the price rule id and collection id
PRICE_RULE_ENT_COUNTRY
Contains the information regarding the price rule id and country id
PRICE_RULE_ENT_PRODUCT
Contains the information regarding the price rule id and product id
PRICE_RULE_ENT_VARIANT
Contains the information regarding the price rule id and product variant id
PRICE_RULE_PREREQ_COLLECTION
Contains the information regarding the price rule id and collection id
PRICE_RULE_PREREQ_CUSTOMER
Contains the information regarding the price rule id and customer id
PRICE_RULE_PREREQ_PRODUCT
Contains the information regarding the price rule id and product id
PRICE_RULE_PREREQ_SAVED_SEARCH
Contains the information regarding the price rule id and customer saved search id
PRICE_RULE_PREREQ_VARIANT
Contains the information regarding the price rule id and product variant id
PRODUCT
A product is an item merchant wishes to sell its customers
PRODUCT_IMAGE
An image associated with a product is called product image. A product may have upto 250 images
PRODUCT_OPTION
These are the custom property names, we can add upto 3 property names like color, size etc
PRODUCT_TAG
Tags are short string based descriptors that can be used for searching and filtering and are applied on the product
PRODUCT_VARIANT
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
PROVINCE
We use the province resource to check the sales tax applied on the orders from the sub regions of the country
REFUND
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
TAX_LINE
An array of tax line objects containing price, rate and title
TENDER_TRANSACTION
The transfer of money between merchant and customer is called a tender transaction, they modify the shop's balance
TRANSACTION
They are created for each order that outcomes in exhange of money. There are 5 types of transactions: Authorize, sale, capture, void, and refund
USER
If you want to fetch information regarding the staff acounts on a Shopify shop you can use user resource
Sample companies
Online businesses integrating Shopify with Sourcetable have access to all relevant data.
-
Retail online stores
(eCommerce) -
Retail offline stores
-
B2B Platforms
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Software as a Service
(SaaS) companies -
B2C Marketplaces
Popular Use Reports & Use Cases
Get an active list of all Shopify orders
Shopify + Sourcetable
Automate Shopify reports without writing code
Shopify + Sourcetable
Analyze customer LTV using Shopify order history
Shopify + Sourcetable
Calculate CAC by lead source using Shopify order history and Marketo marketing data
Shopify + Marketo
Determine the effectiveness of newsletter campaigns using Mailchimp lists and Shopify order history
Shopify + Mailchimp
What makes Sourcetable special?
Interconnectivity
Connect, sync and query your Shopify data together with findings from 30+ other sources, to drive decisions and improve targeted advertising campaigns
Automation
Automate your Shopify data and processes, to free up time to focus on selling your product
Collaboration
Create workflow templates based on data from Shopify and other platforms, and share among team members, regardless of their level of tech know-how