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Shopify in Easy Insight

Data Flow

When you create the connection to Shopify from Easy Insight, Easy Insight pulls over and stores data from your Shopify system. The data stored covers products, sales, customers, and locations.

Getting Started

You can either install the connection to Shopify directly from the Shopify app store if you don't already have an Easy Insight account, or into an existing Easy Insight account.

If you're installing from the app store, it's as simple as clicking on Install on the app store and clicking on Authorize. You'll be prompted to set up a password for your Easy Insight user, and then it will start pulling over data.

If you're installing into an existing Easy Insight account, you can navigate to the Shopify connection. From there, it'll redirect you to the app store as well, but in a setup to get the connection to install onto your Easy Insight account.

Once data finishes coming across, you'll be redirected to a prebuilt dashboard to help get you started. This dashboard includes an income statement, as well as reports on revenue, expenses, invoices, and payments.

You can click on the data elements in any of the reports to drill in for more information. For example, clicking on the amount owed in a view of accounts receivables will take you to a list of invoices, and from the list of the invoices, you can click back to specific invoices in Xero.

You can create custom reports on the data as well by clicking on the Create button and choosing Create New Report. For more information, please see Creating Reports.


How often does the connection pull over data?

Your connection is refreshed on a nightly basis. You can control when the refresh happens through the Scheduling page.

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