# Shopify

Analyze orders, products, customers, and e-commerce performance

Connect Shopify to Scoop to analyze your e-commerce data, track order trends, understand product performance, and measure customer lifetime value.

# AI-Assisted Setup

When connecting Shopify to Scoop, choose **"Guide me with AI"** for an intelligent, guided setup experience.

## Available Analysis Templates

| Template | Object | Data Mode | Best For | What You'll Analyze |
|----------|--------|-----------|----------|---------------------|
| **Order Analytics** (Default) | orders | Snapshot | Revenue & fulfillment | Order totals, discounts, payment/fulfillment status |
| **Product Catalog** | products | Snapshot | Product mix | Product types, vendors, status |
| **Customer Analysis** | customers | Sync | Customer LTV | Orders count, total spent, marketing opt-in |
| **Revenue & Financial** | orders | Snapshot | Financial reporting | Revenue, tax, discounts by status |

## Example Questions You Can Answer

**Sales & Revenue:**
- "What's our daily/weekly/monthly revenue trend?"
- "How much revenue comes from each sales channel (web, POS, mobile)?"
- "What's our average order value over time?"
- "How are discounts impacting our margins?"
- "What percentage of orders are fully paid vs pending?"

**Fulfillment:**
- "What's our fulfillment rate by week?"
- "How many orders are unfulfilled or partially fulfilled?"
- "What's our average time to fulfill?"
- "Which order sources have the best fulfillment rates?"
- "How does fulfillment performance vary by product type?"

**Customer Analysis:**
- "Who are our highest-value customers by total spent?"
- "What's the distribution of customer order counts?"
- "How many customers have opted into marketing?"
- "What's our customer acquisition trend?"
- "Which customers are most engaged (highest order frequency)?"

**Product Performance:**
- "What product types do we have in our catalog?"
- "How many products are active vs draft vs archived?"
- "Which vendors have the most products?"
- "What's our product creation trend over time?"

## Need Something Different?

If the templates above don't match your needs, select **"Something else"** and describe what you want to analyze. For example:

- "I want to track revenue by product type"
- "I need to see refund trends"
- "I want to analyze customer cohorts by signup date"

Scoop's AI will recommend the right configuration for your specific use case.

## Snapshotting for Order Analysis

Orders change over time - fulfillment status updates, refunds are issued, tags are added. Configure your Orders extract as a **Snapshot** dataset to:

- Track fulfillment progress over time
- Monitor refund rates and trends
- Analyze how orders move through statuses
- Compare order snapshots week-over-week

> **Pro Tip:** Enable snapshotting on day one for orders. E-commerce teams need historical snapshots to track fulfillment SLAs and identify processing bottlenecks.

# Connecting Shopify to Scoop

1. Create a new dataset in Scoop
2. Select **Shopify** from the application list
3. Enter your Shopify store URL (e.g., `mystore.myshopify.com`)
4. Authorize Scoop to access your store data
5. Choose your analysis template or customize
6. Save and extract data

# What Data You Get

## Orders
Complete order data including totals, status, customer info, and source.

| Field | Description |
|-------|-------------|
| Order ID | Unique identifier (prefixed with SH) |
| Order Number | Customer-facing number like #1001 |
| Created Date | When the order was placed |
| Total Price | Total amount including tax and shipping |
| Subtotal | Amount before tax and shipping |
| Total Tax | Tax amount collected |
| Total Discounts | Discount amount applied |
| Payment Status | paid, pending, refunded, voided, partially_refunded |
| Fulfillment Status | fulfilled, partial, unfulfilled, restocked |
| Customer Email | Customer's email address |
| Source | Where order came from (web, pos, mobile) |
| Tags | Order tags for categorization |

## Products
Your full product catalog with types, vendors, and status.

| Field | Description |
|-------|-------------|
| Product ID | Unique identifier (prefixed with SH) |
| Title | Product name |
| Handle | URL-friendly slug |
| Product Type | Category or type |
| Vendor | Brand or vendor name |
| Status | active, draft, or archived |
| Created Date | When product was created |
| Published Date | When product went live |
| Tags | Product tags |

## Customers
Customer database with lifetime value metrics and marketing preferences.

| Field | Description |
|-------|-------------|
| Customer ID | Unique identifier (prefixed with SH) |
| Email | Customer email address |
| First Name | Customer first name |
| Last Name | Customer last name |
| Phone | Phone number |
| Orders Count | Total orders placed (lifetime) |
| Total Spent | Customer lifetime value |
| State | enabled, disabled, or invited |
| Accepts Marketing | Email marketing opt-in status |
| Tags | Customer tags |

# Analysis Examples

## Revenue Trends
Track daily, weekly, or monthly revenue with breakdowns by:
- Sales channel (web, POS, mobile)
- Payment status
- Discount impact

## Customer Lifetime Value
Segment customers by:
- Total spent tiers (high/medium/low value)
- Order frequency
- Acquisition cohort

## Fulfillment Performance
Monitor operational efficiency:
- Orders fulfilled on time
- Partial fulfillment rates
- Source-specific fulfillment patterns

## Product Catalog Health
Analyze your catalog:
- Products by type and vendor
- Status distribution (active vs archived)
- Product creation velocity

# Best Practices

- **Start with Orders**: The orders object contains the richest data for most analyses
- **Enable Snapshotting**: Track how orders progress through fulfillment
- **Combine with Customer Data**: Blend orders + customers for full customer journey analysis
- **Use Tags**: Shopify tags can segment products and customers for deeper analysis

# Troubleshooting

## Connection Issues
- Verify you have admin access to the Shopify store
- Ensure the store URL is correct (include `.myshopify.com`)
- Check that the required scopes are authorized

## Missing Data
- Orders only include orders from the last 60 days by default
- Use date filters to access historical orders
- Some fields require specific Shopify plans