Setup Guide

Setup Guide

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This document provides instructions for integrating Shopify data into Panoply.

Collection

To integrate Shopify data into Panoply, follow these steps:

  1. Click Data Sources in the navigation menu.
  2. Click the Add Data Source button.
  3. In the Data Sources, select Shopify.
  4. On the General tab:
    • Shop Name: Enter your shop name. You may find the name in your shop’s URL. For example, if your URL is  “https://acme.myshopify.com”, then your name is “acme”.
    • Connect Account: Click Login, then follow the simple steps described by Shopify.
    • Data Available: Select your data from the available data. For a list of that Shopify provides, see the Data Dictionary.
  5. Click Save Changes, then Collect.
    • The data source appears grayed out while the collection runs.
    • You may add additional data sources while this collection runs.
    • You can monitor this collection from the Jobs page or the Data Sources page.
    • After a successful collection, navigate to the Tables page to review the data results.

This is all that is necessary to start collecting your data from Shopify, however there are a number of Advanced Settings you can use to customize your Shopify data source. We do not recommend changing Advanced Settings unless you are an experienced Panoply user.

Next Steps

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