Shopify

Integration with Shopify

Zoho Analytics seamlessly integrates with Shopify to gain actionable insights from your e-commerce data. With the intuitive reports and dashboards, you can easily measure your store's performance, and track key business metrics such as product performance, shipment handling, transactions, and inventory management. You can also configure data alerts to stay on top of important occurrences like drop in product performance, increase in number of orders, and more.

General

  1. What is Zoho Analytics?
  2. What are the highlights of this integration?

Setup

  1. How do I integrate Zoho Analytics with Shopify?
  2. How long should I wait for my Shopify data to initially appear in Zoho Analytics?
  3. What should I do when the data synchronization fails?
  4. How frequently can I synchronize my data?
  5. Can I edit the synchronization settings?
  6. Can I synchronize my Shopify data instantly?
  7. How do I create custom reports over my Shopify data?
  8. Can I set up the Shopify integration in existing workspaces of Zoho Analytics?
  9. How do I remove this setup?

Reporting Features

  1. What are the report types supported by Zoho Analytics?
  2. Can I modify the pre-built reports created on integrating with Shopify?
  3. How do I create reports using fields/columns across different forms?
  4. What are formulas in reports?
  5. Is it possible to create custom formulas in Zoho Analytics?
  6. Can I modify the tables imported from Shopify?
  7. Can I add new columns to the tables imported from Shopify?
  8. Can I import new tables into the Shopify workspace?
  9. Can I combine data from other sources with data from Shopify, and create reports and dashboards?
  10. What are Query Tables?

Sharing & Collaboration

  1. How do I share reports, dashboards, and tables in Zoho Analytics?
  2. Why are my colleagues unable to access the reports I create?
  3. Can other users create reports using the tables in the Shopify workspace?
  4. Is it possible to share the same report with multiple users such that they each see different data?
  5. Can I export a report or a dashboard?
  6. How do I print the reports and dashboards created in Zoho Analytics?
  7. Can I email reports and dashboards at scheduled times?
  8. Can I embed reports?

Help & Support

  1. How do I get technical support on Zoho Analytics?
  2. Can I have get a personalized demo of this integration?

General

1. What is Zoho Analytics?

Zoho Analytics is an on-premises reporting and business intelligence application that helps you analyze your IT data and create insightful reports & dashboards for informed decision-making. It offers the following important capabilities:

  • Import data from local filesweb feedslocal and cloud databases, and cloud storage/drive.

  • Displays data in an easy-to-view excel format.

  • Build custom reports and dashboards easily, with the drag-and-drop report builder.

  • Supports powerful visualizations in the form of chartspivot tables, summary views, tabular views, and dashboards

  • Generate reports and KPIs in seconds with Zia, Zoho Analytics' intelligent analytics assistant powered by Machine Learning and Artificial Intelligence.

  • Create custom formulas using the built in formula engine that contains a wide range of mathematical, statistical and logical functions.

  • Share reports and dashboards with your colleagues easily, through a wide range of collaboration features. 

  • Export and publish reports and dashboards in various formats, and configure permissions and filters for the views.

  • Supports out-of-the-box integrations with a wide number of applications, to give you pre-built reports and dashboards on your application's data within minutes.

2. What are the highlights of this integration?

Zoho Analytics seamlessly integrates with Shopify, and offers in-depth insights into your e-commerce store. The data from the following modules will be synchronized into Zoho Analytics on setting up this integration.

  • Customer Collections
  • Customer Address
  • Customers
  • Discounts
  • Draft Orders
  • Fulfillments
  • Order Line Items
  • Order Transactions
  • Orders
  • Product Variants
  • Products
  • Refund Line Items
  • Refund Order Adjustments
  • Refunds
  • Shop
  • Shop Locations
  • Tender Transactions

Setup

1. How do I integrate Zoho Analytics with Shopify?

To integrate Zoho Analytics with Shopify, follow the steps detailed in the below presentation.

2. How long should I wait for my Shopify data to initially appear in Zoho Analytics?

After setting up the integration, you might have to wait sometime for the initial fetch to complete. Depending on the amount of data in your application, the reports and dashboards might take up to 5 minutes to display all the metrics. If you access the workspace before the initial fetch, it will not display any data.

3. What should I do when the data synchronization fails?

The import or synchronization process of your Shopify data can sometimes fail, due to a variety of reasons. Follow the below steps to resolve this:

  1. Click the Data Sources button from the side panel. This opens the Data Sources summary page which lists all the configured data sources in the workspace.

  2. Navigate to the Shopify data source, and click the Re-Authenticate link.

  3. In the popup that appears, click Authenticate Shopify.

4. How frequently can I synchronize my data?

You will be able to synchronize your data in the intervals mentioned below.

  • Daily: This option allows you to synchronize data every day at the specified time.

  • Hourly: This option allows you to synchronize data every 3, 6, or 12 hours.

5. Can I edit the synchronization settings?

To edit the connection and synchronization settings, follow the steps below:

  1. Click the Data Sources option from the side panel. This opens the Data Sources summary page which lists the data sources configured in the workspace.

  2. Navigate to the Shopify data source, and click the Edit Setup link.

  3. In the popup that appears, make the necessary changes and click Save.

You can also edit the setup from the Data Sources summary page.

  1. Click the Settings icon that appears on mouse over on the Shopify data source and click the Edit Setup option.

  2. In the popup that appears, make the necessary changes and click Save.

6. Can I synchronize my Shopify data instantly?

Yes. To do this, click the Data Sources option from the side panel. In the page that appears, navigate to the Shopify source and click the corresponding Sync Now button.

You can also access the Shopify data source page, and click Sync Now.

7. How do I create custom reports over my Shopify data?

You can easily create custom reports in the form of chartspivot tables, summary and tabular views in Zoho Analytics. Click the corresponding links to learn more about creating reports. These reports can also be organized together to form intuitive dashboards. Refer this documentation to learn more about creating dashboards.

8. Can I set up the Shopify integration in existing workspaces of Zoho Analytics?

Yes. Follow the steps below to do this.

  • Open the required workspace, click the Create button from the side panel, and select the New Table / Import Data option.

  • Select the Shopify tile from the Import Your Data screen that appears, and follow the setup procedure.

9. How do I remove this setup?

  • Open the required workspace, and click the Data Sources option from the side panel.

  • Click the Settings icon that appears on mouse over the data source's name, and select Remove Data Source.

Reporting Features

1. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports, in the form of charts, pivot tables, summary views and tabular views. To know more about the various types of reports, click here. To know more about dashboards and KPI widgets, click here.

2. Can I modify the pre-built reports created on integrating with Shopify?

Yes. If you are the Server Administrator, or a workspace administrator of the workspace in which the integration is set up, click the Edit Design button in a report's toolbar and make the required changes. If you are a user with whom a report is shared, save a copy of the report by clicking the More Options icon > Save As, and modify the copied version as needed.

3. How do I create reports using fields/columns across different Shopify modules?

Columns from different Shopify modules are joined by default. Therefore, reports can be created over this data by simply dragging and dropping the respective columns in the report builder. Click here to learn more about creating reports. 

4. What are formulas in reports?

Formulas are calculations that can be defined using the powerful formula engine to create required reports. Refer this documentation to know more. There are also several default formulas created based on the Shopify modules. To view the default formulas, open the required table, click Add and select the Edit Formulas option.

5. Is it possible to create custom formulas in Zoho Analytics?

Yes. Refer this documentation to learn more.

6. Can I modify the tables imported from Shopify?

The data from Shopify is synchronized with Zoho Analytics automatically, and stored in the form of various tables. Therefore, it is not possible to add data or modify the existing data present in these tables.

7. Can I add new columns to the tables imported from Shopify?

No. However, you can add Formula Columns and Aggregate Formulas to these tables, to create custom reports. Refer this documentation to know more.

8. Can I import new tables into the Shopify workspace?

Yes. To do this, open the Shopify Analytics workspace, click Create from the side panel and select the New Table / Import Data option. You can integrate with other applications, or choose to import data stored in local filesweb URLslocal databasescloud databases and cloud drives. Click the corresponding links to know more.

9. Can I combine data from other sources with the data from Shopify, and create reports and dashboards?

Yes. To do this, import or add a new table to the Shopify workspace and define a lookup relationship between the added data and the existing data in the workspace. To define a lookup relationship between two tables, it is essential that the tables have at least one column in common between them. Follow the below steps to establish a lookup relationship.

  • Open the corresponding table, right click the column header and select the Change to Lookup Column option.

  • In the popup that appears, select the column from the second table to look up.

  • Click Save & Close.

Click here to learn more about lookup columns.

10. What are Query Tables?

Using query tables, Zoho Analytics allows you to import the required data by writing standard SQL queries. This feature also allows you to combine data from different tables, and create reports from the combined data. Refer this documentation to know more.

Sharing & Collaboration

1. How do I share reports, dashboards, and tables in Zoho Analytics?

You can share the out-of-the-box reports, dashboards and tables, and the ones you create, with other users easily. Refer this documentation to know more.

2. Why are my colleagues unable to access the reports I create?

The Shopify workspace can be accessed only by the administrator who set up the integration. To allow other users to access the out-of-the-box reports and dashboards, you can share the reports and dashboards as needed. Refer this documentation to know more. 

3. Can other users create reports using the tables in the Shopify workspace?

Yes. To do this, share the required table with the users with the required permissions and filters.

4. Is it possible to share the same report to multiple users such that they each see different data? 

Yes, you can do this by creating Variables. This allows you to share the report to several users, with associated filter criteria so that each user can access only the data specific to them. To learn more, refer this documentation.

5. Can I export a report or a dashboard?

Yes, you can export the report or dashboard in various formats such as CSV, EXCEL, PDF, HTML and image. To learn more, refer this documentation

6. How do I print the reports and dashboards created in Zoho Analytics?

To do this, export the report or dashboard in the required format and print the exported file. To learn more about exporting a view in Zoho Analytics, refer this documentation

Note: To export a shared report or dashboard, the Export permission has to be enabled. 

7. Can I email reports and dashboards at scheduled times?

Yes, you can easily set up email schedules. Refer this documentation to learn more.

8. Can I embed reports? 

Yes. You can easily embed reports and dashboards into websites, applications or blogs. Refer this documentation to know more.

Help & Support

1. How do I get technical support on Zoho Analytics?

Technical support is free for all users, even during the trial period. You can contact technical support through:

2. Can I have get a personalized demo of this integration?

Yes, please register for a demo using the form on this page.

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