As your Shopify store grows bigger, so is your data. You’ll need to keep track of sales, orders, inventory, revenue cycles, customer behavior analysis, and more. It’s crucial to have proper store data management to report to your clients effectively and on time.
With Two Minute Reports’ Shopify Connector, you can visualize your Shopify store data directly in Google Sheets. Connect your client’s Shopify store account, and TMR will pull key data and metrics to help you optimize your online store. As a store manager, you can check recent sales, compare those results, track average order value, order count, sales channel performance, and more without writing a single line of code and with encrypted security.
Now let me explain how to connect your Shopify store data via Two Minute Reports in Google Sheets.
Step 1: Install and Launch Two Minute Reports
Install Two Minute Reports if you have not done so already.
Sign in to your Google Sheets with the associated Gmail ID.
Go to Extensions > Add-ons > Get add-ons.
Search for Two Minute Reports and select Install.
Review and access permissions necessary to run Two Minute Reports. Once you’ve accepted the terms and conditions, click Allow for Two Minute Reports to manage and access your data.
Note: Allow access is mandatory for TMR to function and efficiently analyze your data.
Next, open your Google Sheets and go to Extensions > Two Minute Reports > Launch.
Once your TMR sidebar opens, you can connect your data sources and run queries.
Before that, you must create a custom app to connect your Shopify Store to Google Sheets.
Step 2: Connect your Shopify Store to Google Sheets
To connect your Shopify Store to Google Sheets, you must first create a custom app in your Shopify store and add those credentials in TMR.
You can create a custom app in two ways:
- Creating the app from the Shopify Admin portal (if you have store admin access)
- Creating the app from Shopify Partners portal
1. Creating the app from the Shopify Admin portal
Step 1: Go to the Shopify Admin portal.
Step 2: Click the Apps section in the sidebar.
Once you click Apps, it will list down the previously installed apps. Below the app names, click App and sales channel settings.
Step 3: On the next page, select the Develop apps option at the top.
Then, click Create an app option to create a new admin app.
Once you click that option, a popup will appear. Enter the relevant details (app name and developer) and click the Create app button.
Step 4: Once the app has been created, go to API credentials and click on Configure Admin API Scopes.
Step 5: Select the following scopes:
- read_analytics
- read_customers
- read_draft_orders
- read_fulfillments
- read_inventory
- read_marketing_events
- read_orders
- read_products
- read_reports
Step 6: After selecting the required scopes, click Save. The Install App button will be enabled. Click it.
Step 7: Once installed, you will be given an Admin API access token. Copy that token.
Note: If you click on “Reveal token once,” you can view the hidden API token only once. So, ensure that you copy and store the API token in a secure place to prevent loss.
Step 8: Now go back to the TMR sidebar. Click Menu at the top left of the sidebar to navigate to the Data Sources section.
Click Add, name your data source, and select Shopify from the Ecommerce dropdown as your data source type.
Step 9: Next, choose the app type as Method 1 – for Shop admins. Paste the API admin access token in the Access token field. Lastly, specify your shop name.
Note: The shop name is the sub-text in your Shopify URL. For example, in the following URL – “https://thisismyshop.myshopify.com”, the shop name is “thisismyshop”.
Once done, click Test and Save.
Step 10: Your Shopify store will now be authenticated. Click Yes to save the data source.
2. Creating the app from Shopify Partners portal
Step 1: Go to https://shopify.dev/ and log in to your partner portal.
Step 2: Click Apps > Create app > Create app manually.
Step 3: Once you click “Create app manually”, enter the app name and click Create. Next, click Configuration.
Step 4: Under “URLs”, copy and paste the following URLs in the respective fields:
- (https://twominutereports.com) – App URL field
- (https://www.gox.ai/rmtipa/auth/callback) – Allowed redirection URL(s)
Once done, click Save and release.
Refer to the below screenshot for easy understanding.
Step 5: Next, go to API access. Here, you can view the Client ID and Client secret code. Copy both the credentials and keep them ready to install in the TMR sidebar.
Step 6: Now let’s get back to the Shopify data source in the TMR sidebar. Select the app type as Method 2 – for Shopify Partners. Paste the API Key and API Secret that you’ve copied from the partner portal. Enter your shop name and click Test and Save.
Step 7: After clicking “Test and Save”, you’ll be directed to the Shopify admin Install app screen.
Step 8: Click Install and you’ll be successfully signed in. Click Yes to save your authentication.
Important note: You can access only the last 60 days of your orders. To view/retrieve additional order details, you have to request for the access. You can do that from App setup > Read all orders > Request access.
Step 3: Get your Shopify data to Google Sheets
To pull your Shopify store data, you must first create a new query by navigating to the Data Queries section.
Click Add and choose the required Shopify store account. You can manage multiple (client’s) Shopify accounts under one roof. Simply select one or multiple store accounts to analyze performance.
Alternatively, you can navigate to the Clients section. Add your client and map their corresponding Shopify store account.
Click on “Manage Clients” and enter the necessary account details. Once done, click “Save & Close” to save your client’s details for future reference.
Note: You can add multiple clients and map their respective ad accounts. Doing so saves you tons of wasted hours from manually juggling numerous data sets. You can get a unified view of your client’s data and track key metrics in a centralized dashboard. For further information, please read our guide – How to Create Queries Using Clients?
Next, add the Shopify metrics and dimensions you want to analyze. Refer to the below screenshot for reference.
Next, you have to configure your data reporting by choosing how to customize it.
It would be best to customize your data reporting by selecting the relevant fields and choosing whether to sort them in ascending or descending order. You can also apply custom filters to display only the necessary information.
Once you have completed the above steps, click Run Query to visualize the final output.
Now, you can use different Google Sheet features, such as pivot table and VLOOKUP(), to extract critical insights and build charts to elevate your online store reporting.
Pro TMR Tip: Run all your queries directly from the Extensions menu on your Google Sheets. Go to Extensions > Two Minute Reports > choose your desired quick action.
Step 4: (Optional) Get automatic data updates via Schedule Refresh
Once you create a report in Google Sheets, you can schedule automatic updates to get updated data. This feature is convenient for sending emails or refreshing your spreadsheets with live data and using them as a dashboard.
Under the email section, you can enter the recipient(s)’s email ID and save the new schedule.
You can also choose to specify the reporting format. You can insert the sheet content in the email body, attach the selected sheet as a PDF or Excel, or attach the spreadsheet as an Excel file.
Two Minute Reports’s schedule refresh or data refresh feature has other capabilities. For more information, please read our guide, “How to Refresh Data Automatically in Google Sheets.”
We hope you found this guide helpful. Please contact our support team via chat button or support@twominutereports.com if you have any questions.