To Import Shopify data to Google Sheets, download the Shopify to Sheets add-on, connect your Shopify account, select stores, set a conversion window, metrics, dimensions (or breakdowns), and date ranges, and schedule hourly, daily, or weekly data refreshes to monitor your Shopify campaigns performance and automate your marketing reports.
By the end of the tutorial, you’ll know:
- 2 free and paid ways to connect Shopify to Google Sheets
- Schedule automatic data refreshes
- Free Shopify report templates for Sheets
- Customize your Shopify reports on Google Sheets
- Available Shopify metrics and dimensions
Free and paid ways to import Shopify to Google Sheets
Shopify add-on for Google Sheets
To import Shopify data to Google Sheets automatically, follow these steps:
Step 1: Install the Shopify to Google Sheets add-on and open a new sheet.
Step 2: Go to Extensions – Porter Metrics – Launch.
Step 3: Choose the Shopify integration and connect your Shopify account. Porter will bring all the stores associated to it.
Optionally, connect multiple Shopifypersonal stores to retrieve other stores’ data yours doesn’t have access to.
Step 4: name your query so you can save it for later and schedule automatic data refreshes.
For this example, we’ll call the query “Campaign performance”.
Step 5: Choose the Shopify account and the Shopify account(s) you’ll import to your report.
The Porter Metrics add-on lets you pull and combine data from multiple Shopify stores in a single query, quite useful for agency client monitoring or companies that manage multiple brands in different stores.
Step 6: For the settings, choose the default 7-day + day view conversion window and On conversion date to pull the same data reported on the Shopify Manager.
Step 7: set a dynamic or fixed date range for your report.
Dynamic date ranges refer to “Yesterday”, “Last month”, “This week” that will vary based on the current date; fixed date ranges are about defining a specific start and end date.
Step 8: Choose metrics and dimensions.
Metrics refer to the numbers. Dimensions are the way we can break down our data (by).
As metrics, select Amount spent, clicks, CTR, or even custom conversions.
As a dimension, break down by dates, campaign names, or platform (Shopifyvs Instagram).
Access all the Shopify metrics and dimensions available and suggested Shopify KPIs.
Click on Create report and wait some seconds to load your data on the selected cell.
Downloading CSV files from the Shopify manager
To import your Shopify data to Google Sheets (free forever), download your Shopify data as a CSV file from the Ads Manager and upload the CSV on Google Sheets.
However, this process is manual and you’ll need to repeat it every time you need a new query.
Schedule automatic data refreshes
Scheduling data refreshes on Google Sheets let you have your data automatically updated so you can monitor your Shopify data hourly, daily, weekly, and monthly.
Go to your saved queries and go to options – Schedule.
Enable or disable your schedule to turn on and off the automation.
Set a refresh frequency (e.g. Daily).
Set a start date (e.g. Now or Tomorrow at the same time).
Choose an option to refresh your data.
- Replace previous import: new data overwrites old data.
- Append to import: new data will display in rows underneath the current data, useful to log and account historical data.
- Create a new sheet for every refresh: create a new Google Spreadsheet for every single query refreshed.
Free Shopify report templates for Sheets
Some Shopify templates for Google Sheets include:
- Shopify monthly report template (Soon)
- Budget and pacing monitoring template (Soon)
- Shopify campaign monitoring template (Soon)
- Marketing goal tracker (Soon)
- Internal client monitoring report for agencies (Soon)
Google Sheets templates help you speed up your marketing reports setup.
To download a Google Sheet template, go to File – Marke a copy, and name the new copy.
To use them, notice first that the templates have two types of sheets: backend and frontend sheets.
Backend sheets contain the raw data that you can import and automatically refresh
with the Shopify to Sheets add-on. It’s like the database.
To sync your data correctly and keep consistency, make sure to create the query from the first cell (A1) that matches the metrics and dimensions suggested in the template.
Frontend sheets contain the user interface with the dashboards, charts, and text, meant to be accessed by your team or clients.
Just like in software, frontend sheets are fed by the backend sheets.
If you update your frontend sheets, make sure to keep the cells with the formulas calling up the backend sheets data to avoid breaking your report.
Customize your Shopify reports on Google Sheets
We’ll share some tips to make your Shopify data more useful for marketing data analysis.
Set alerts and notifications
Send notifications to your team via email or Slack when data updates for daily, weekly summaries.
With the refresh scheduling feature, you can automatically update your Google Sheets with your latest Shopify data.
Then, use Zapier or Make and trigger a new automation every time a Google Sheets row is updated or created, and send its data to Slack or via email.
Suggested tutorials:
- Automatically send a Slack message for new Google Sheets activity.
- How to send an email when updates are made to Google Sheets rows.
Visualize Google Sheets data on other tools
Once your data is on Google Sheets, you can quickly connect it to other tools for further analysis and better reporting and presentations:
Data Visualization and Business Intelligence:
- Connect Google Sheets to Google Looker Studio
- Connect Google Sheets to Microsoft Power BI
- Connect Shopify to Google Looker Studio
Best for client and team dashboards and reports or performance monitoring.
Data presentations and slides:
Best for weekly/monthly team or client presentations.
Data warehouses (for dev teams):
Best for engineering teams to centralize companies’ data.
Track Shopify goals
Add context to your data by comparing it against goals or using conditional formats.
Suggested tutorials:
- How-To: Conditional Formatting Based on Another Cell in Google Sheets
- How to use conditional formatting in Google Sheets
Goals will help you add context to your data so your team and clients are aligned and they can tell if your marketing performance is good.
