Shopify to Google Sheets integration

Step 1: Start a Live Export

Sign up for Whalesync and start a new Live Export. Choose Shopify as the source and Google Sheets as the destination.

Step 2: Connect Shopify

Whalesync reads your store through a custom app of your own rather than a Shopify sign-in. In Shopify's Dev Dashboard, which takes Shopify's App developer role, create a custom app, give it the access scopes Whalesync's setup instructions list, and install it on your store. Then enter your store's your-store.myshopify.com domain and the app's Admin API access token, which starts with shpat_. Shopify lets an app read only the last 60 days of orders unless it has the read_all_orders scope, so add that scope if you want older orders in the sheet.

Step 3: Connect Google Sheets

Sign in with Google, then choose New spreadsheet, or paste the URL of a spreadsheet you already use. Whalesync adds a tab for each Shopify table you pick, and never writes into a tab that's already there.

Step 4: Choose data

Pick the Shopify tables to copy, such as Orders, Order Line Items, and Product Variants, and the fields to bring from each. When you pick Order Line Items, pick Orders too: each line item's order column points at a row on the Orders tab, and is left out if there's no Orders tab to point at. Whalesync creates the tabs and their header rows in this step, before anything is copied.

Step 5: Activate

Under Keep this copy updated, choose how often the export runs, from daily down to every 10 minutes depending on your plan, or leave it to run only when you ask. Then click Run first export. Later, Run now on the export's page starts a run at any time.

Step 6: Build your report next to the copy

The first run copies your catalog and every order the app can read, which takes a while on a big store, since Shopify hands records over 50 at a time. Each run after that reads the store again and changes only the cells that differ. Build pivot tables and charts on a tab of your own that reads from the copied tabs, and Whalesync never touches it. Dates and times are in UTC, so a day in a pivot table runs from midnight to midnight UTC. Leave the ID columns alone, since they tie each row to its Shopify record.