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.

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 Shops, including those created in the future to allow Adverity to access all existing Shops and all Shops created in the future.

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

   If you use your credentials to grant Adverity access to Shopify, all the Shops 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 Shops 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 Shops. 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 enrichments to your datastream.

• Load your data into Adverity Data Storage to send it to BI tools using data shares

• 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.

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.

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.

Video guide: How to fetch data from Shopify

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