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Connect Shopify to use EC Analysis
Use Shopify data in EC Analysis, Catalog, CRM Analytics, and Attribution. Connect your store, fix expired access, and reauthorize past orders.
Author: Cascade
Connect Shopify to analyze your store's sales, product, and customer data in Cascade. In addition to all EC Analysis reports, you can use sales by sales channel, subscription analysis, Catalog, and the customer list in CRM Analytics. Connect from Settings > Integrations in the left menu.
To connect, simply enter your store domain and authorize access in Shopify. There are no keys to copy and paste.
What you can do
Feature | Details |
|---|---|
Sales and product analysis | Sales Trend, Product Sales Ranking, Product ABC Analysis, Inventory Count, bundle purchases, returns/refunds, traffic channels, and Customer LTV Analysis. Also includes sales by sales channel and subscription analysis |
Catalog | Set gross margins for individual products |
Exclusion settings | Exclude test orders and similar orders from EC Analysis totals |
CRM Analytics | View a list of Shopify customers filtered by subscriptions, purchased products, and other criteria |
Attribution | Match tracked purchases to Shopify orders and calculate results using actual order amounts. Supplement customer lifetime spend (LTV) with past orders |
Requirements
Integrations and EC Analysis are available on the Business plan.
You must be an Owner or Admin of the product to connect.
You need a Shopify account with the staff permission to install apps (Manage and install apps and channels).
Have the domain of the store you want to connect ready (e.g., example.myshopify.com).
You can connect 1 Shopify store to 1 product.
Steps
1. Click Connect on the Integrations page
Open Settings > Integrations. Under Commerce Integrations, click Connect in the Shopify row.
2. Enter your store domain
The Shopify Connection screen opens. Enter the domain in Shopify Store Domain in the format example.myshopify.com, then click Connect. Do not include https:// or a path.
3. Log in to Shopify and authorize Cascade
The Shopify login screen opens. Log in with your store account and authorize the Cascade installation. If you are already logged in through your browser, the login screen does not appear.
4. Confirm the shop to connect
When you return to Cascade, Shop to connect and Domain appear. Review the details and click Connect with Shopify. The message "Once connected, other members of [product name] will also be able to view Shopify data." appears. Review it and continue. The connection is complete when "Successfully connected to Shopify." appears.
5. Open EC Analysis
Open EC > Sales from the left menu to view your store's sales and customer data. View per-product analysis under EC > Items. EC Analysis retrieves and displays data for the period you select each time. Sales by sales channel and subscription data are updated during the daily morning sync. The initial data may take a few minutes to a few hours to appear.
Expired authorization and access to past orders
If the app is removed or permissions change in Shopify, authorization expires and data retrieval stops. A Reconnect required badge appears in the Notices column. The person who connected the store must click Reconnect and reconnect the same store. If you cannot perform this action yourself, ask the member listed in the Connected By column. If that person is unavailable or you cannot confirm which store is connected, an Admin must click Remove to disconnect, then reconnect.
For stores without permission to read orders older than about 60 days before the connection date, a Re-authorize for past orders badge and a Re-authorize button appear. The person who connected the store must click Re-authorize and reauthorize the same store. Customer acquisition channels and lifetime spend are then updated using orders from before the connection, and reflected in the LTV columns of Attribution's By media & campaign tab. If permission is still not granted after reauthorization, check that you have the staff permission to install apps.
Disconnect Shopify
In Settings > Integrations, click Remove in the Shopify row. The message "Disconnecting removes access to the connected account's data and limits the reports and data you can view." appears. Review it and continue.
After you disconnect, the store's data no longer appears in EC Analysis. Your sales, product, and customer data in Shopify is not deleted.
Troubleshooting
Symptom | Cause | Solution |
|---|---|---|
Connect does not appear | Connecting requires Owner or Admin permissions | Ask an Owner or Admin of the product to connect |
"Please enter your Shopify store domain." appears | The domain is blank | Enter it in the format example.myshopify.com |
You cannot authorize installation in Shopify | The account you logged in with does not have permission to install apps | Log in with the store owner's account or a staff account with permission to install apps |
"Your Shopify session has expired. Please reconnect Shopify." appears | Too much time has passed during the connection process | Start again from Connect |
"Failed to connect with Shopify." appears | A temporary issue or a typo in the domain | Check the domain, wait a while, then try again |
No data appears after connecting | The initial import is in progress | Check again in a few minutes to a few hours |
Reconnect required appears | The app was removed or permissions changed in Shopify, causing authorization to expire | The person who connected the store must click Reconnect and reconnect the same store |
Re-authorize for past orders appears | Permission to read orders from before the connection has not been granted | The person who connected the store must click Re-authorize and reauthorize the same store |
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