Collecting data from Shopify

This guide explains how to collect data from Shopify. To learn how to collect data from a different data source, go back to the Available data sources in Adverity overview.

Introduction

For a list of the fields that you can collect from Shopify, see Shopify.

This video guide explains how to create and configure a datastream to collect your eCommerce data from Shopify.

Prerequisites

• To collect data using the Gift cards report type, your Shopify account must have the read_gift_cards scope. For more information, see the Shopify documentation.

Creating a datastream to collect data from Shopify

The basics of creating a datastream to collect data from any data source are explained in our guide to Creating a datastream. This guide contains information about the specific steps to create a datastream to fetch data from Shopify.

Authorization: Allow Adverity to access Shopify

1. If you choose Access using your credentials or Access using someone else's credentials, in Set up or edit Shops, you or the person granting access must choose one of the following options:

   • Choose Grant access to all items, including those created in the future to give Adverity Shops to access all existing items and all items created in the future.

   • Choose Select specific items to which you want to grant access to only give Adverity Shops to access the selected items. Adverity will not automatically have access to items created in the future. You will need to grant Adverity access to any items created in the future.

   If you use your credentials to grant Adverity access to Shopify, all the items available to you using your credentials will be visible in the Authorizations page to all Adverity users with permission to edit this authorization.

   If someone else uses their credentials to grant Adverity access to Shopify, the same applies to the items available using their credentials.

   This is important to consider if you do not want all Adverity users with permission to edit the authorization to be able to see the details of the authorization items. For more information about user permissions, see Managing user permissions.

Configuration: Choose the data you want to collect from Shopify

To choose what data to collect and customize the Shopify datastream configuration, follow these steps:

1. (Optional) Rename your datastream.

2. In Report type, select the type of data to collect from Shopify. The fields you need to configure in the following steps differ according to the report type you select.

3. In Fields, change the list of fields that you want to see in your data extract.

What's next?

• Apply Data Mapping to your collected data to harmonize data collected from different sources in Adverity.

• Transform your data to meet your needs by creating and applying transformations to your datastream.

• Load your data into Explore & Present to visualize your data in Adverity

• Load your data into an external destination of your choice

Advanced Shopify tips

Configuring advanced data collection options for Shopify

For some report types, additional configuration options are available. You can adjust these settings in the Configuration step of the Shopify datastream creation wizard or in the Settings tab of your Shopify datastream overview.

Configure the following fields for the selected report type:

Abandoned checkouts

1. In Status, select the checkout status for which you want to collect data.

2. In Date filter, select the field that you want to use to define the fetch date range.

Collections and products

1. In Collection ID, select the collections for which you want to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list.

Discount codes

1. In Date filter, select the date based on which the discount codes will be collected.

Inventory items

1. In Locations, select the locations for which you want to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list.

Metafields

1. In Owning resources, select the resources for which to collect data.

Orders count

1. In Financial status, select the financial status of the orders for which you want to collect data.

2. In Fulfillment status, select the fulfillment status of the orders for which you want to collect data.

3. In Order status, select the status of the orders for which you want to collect data.

4. In Date filter, select the field that you want to use to define the fetch date range.

Transaction

1. In Order statuses, select the order statuses for which you want to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list. For more information, see the Shopify documentation.

2. In Transaction kinds, select the kinds of transactions for which you want to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list. For more information, see the Shopify documentation.

Collecting order data for more than the last 60 days

To collect historical data for your orders, you may need to follow these steps:

1. Go to the Authorizations page.

2. Find and open the authorization that you use to collect data from Shopify.

3. Click Authorize.

4. Log in to your Shopify account.

5. Click Update on the page shown in the screenshot below.

   As a result, the read_all_orders scope will be added to the authorization.