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Pull from Shopify

The Pull from Shopify step can connect directly to your Shopify store and pull in orders, line item, customer, product data and much more!

This step can pull in the following information from Shopify:

  • A list of orders with the following details: orders, a list of line items sold for each order, with refunds and fulfillment included, a list of shipping lines for each order, and discount applications that have been applied to your orders
  • Your shop balance
  • A list of your shop customers
  • A list of shop disputes
  • Your product inventory levels per location
  • A list of location details associated with your shop
  • A list of shop payouts
  • A list of product-collection relationships
  • A list of all custom collections
  • A list of products

Connect your Shopify account

Select the blue Authorize button. If you're coming to Parabola from the Shopify App Store, you should see an already-connected Pull from Shopify step on your flow.  

Default settings

By default, once you connect your Shopify account, we'll import your Orders data with Line Items detail for the last day. From here, you can customize the settings based on the data you'd like to access within Parabola.

Custom settings

This section will explain all the different ways you can customize the data being pulled in from Shopify. To customize these settings, start by clicking the blue dropdown after Show me all of the ____ with ____ detail.

Pulling your Orders

Shopify orders contain all of the information about each order that your shop has received. You can see totals associated with an order, as well as customer information and more. The default settings will pull in any order that happened in the last day. If you need more granular information about what products were sold, fulfilled, or returned, view your Orders with Line Item detail.

Available filters for orders, line items, shipping lines, and discount applications:
  • Choose to include the default columns (most commonly used) or include all columns (every field that your orders contain).
  • Choose to include or not include test orders
  • Filter by order status: any, cancelled, closed, open, open and closed
  • Filter by financial status: any, authorized, paid, partially_paid, partially_refunded, pending, refunded, unpaid, voided
  • Filter by fulfillment status: any, shipped, partial, unshipped, unfulfilled (partial + unshipped)
Date filters for orders, line items, shipping lines, and discount applications:
  • Choose to filter your data by order processed date or refund processed date
  • within the previous # day, hour, week, or month
  • based on when the flow is run or the most recently completed day
  • You can also add an offset to the previous period or previous year. We have a handy helper to confirm the date range we'll use to filter in the step:
https://assets.website-files.com/5d9bdcad630fbe7a7468a9d8/5f3c7e42e112a613b2937519_Screen_Shot_2020-08-17_at_8.09.45_PM.png
  • within the current day to date, week to date, month to date, year to date
  • You can add an offset to the previous period or previous year.
  • after x date
  • between x and y dates

Pulling your Line Items, with refunds and fulfillments

Each order placed with your shop contains line items - products that were purchased. Each order could have many line items included in it. Each row of pulled data will represent a single item from an order, so you may see that orders span across many rows, since they may have many line items.

There are 4 types of columns that show up in this pull: "Orders", "Line Items", "Refunds", and "Fulfillment columns". When looking at a single line item (a single row), you can scroll left and right to see information about the line item, about its parent order, refund information if it was refunded, and fulfillment information if that line item was fulfilled.

Pulling your Shipping Lines

As your orders are fulfilled, shipments are created and sent out. Each shipment for an order is represented as a row in this pull. Because an order may be spread across a few shipments, each order may show up more than one time in this pull. There are columns referring to information about the order, and columns referring to information about the shipment that the row represents.

Pulling your Discounts

Every order the passes through your shop may have some discounts associated with it. A shopper may use a few discount codes on their order. Since each order can have any number discount codes applied to it, each row in this pull represents a discount applied to an order. Orders may not show up in this table if they have none, or they may show up a few times! There are columns referring to information about the order, and columns referring to information about the discount that was applied.

Pulling your Shop Balance

This is a simple option that pulls in 1 row, containing the balance of your shop, and the currency that it is set to.

Pulling your Customers

This option will pull in 1 row for every customer that you have in your Shopify store records.
Available filters:

  • Choose to include the default columns (most commonly used) or include all columns (every field that your orders contain).
  • By default, we will only pull in the default address for each customer. Because customers may have more than one address, you can select the checkbox to "Expand rows to include all addresses". If you select this option, any customer with more than a single address will show up on multiple rows. For example, if your customer Juanita has 3 addresses in your system, then you will see 3 rows for Juanita, with the address information being the only data that is different for each of her rows.
Date filters for customer data:
  • Choose to filter your data by order processed date or refund processed date
  • Within the previous # day, hour, week, or month
  • Based on when the flow is run or the most recently completed day
  • You can also add an offset to the previous period or previous year. We have a handy helper to confirm the date range we'll use to filter in the step:
https://assets.website-files.com/5d9bdcad630fbe7a7468a9d8/5f3c7e42e112a613b2937519_Screen_Shot_2020-08-17_at_8.09.45_PM.png
  • Within the current day to date, week to date, month to date, year to date
  • You can add an offset to the previous period or previous year.
  • After x date

Pulling your Disputes

Retrieve all disputes ordered by the date when it was initiated, with the most recent being first. Disputes occur when a buyer questions the legitimacy of a charge with their financial institution. Each row will represent 1 dispute.

Pulling your Product Inventory Levels

An inventory level represents the available quantity of an inventory item at a specific location.

Each inventory level belongs to one inventory item and has one location. For every location where an inventory item is available, there's an inventory level that represents the inventory item's quantity at that location.

You can choose any combination of locations to pull the inventory levels for, but you must choose at least one. Each row will contain a product that exists in a location, along with its quantity.

Pulling your Location Details

This is a simple option that will pull in all of your locations for this shop. The data is formatted as one row per location.

Pulling your Payouts

Payouts represent the movement of money between a Shopify Payments account balance and a connected bank account. You can use this pull option to pull a list of those payouts, with each row representing a single payout.

Pulling your Product-Collection Relationships

Products can exist in collections - the first one that you start with is the homepage collection. These collections are a great way to organize your products and display them in your shop. This Pull pulls in the relationships. You will see that each row contains a Product ID and a Collection ID, which tells you which collections that product belongs to. Because a product can exist in many collections, and each collection can have many products, you will see that the rows are unique to each combination of product and collection, but individual product or collection IDs may exist across many rows.

Pulling your Custom Product Collections

Pull the name and details of your product collections, which can be used alongside the product-collection relationships pull to view exactly which products exist in which collection.

Each row represents the details of a custom collection of products.

Pulling your Products

This pulls in a list of your products. Because a product can have any number of variants, each row represents a variant of a product. Because of this, you may see that a product is repeated across many rows, with one row for each of its variants. When you set up a product, it is created as a variant, so products cannot exist without having at least one variant, even if it is the only one.

Available filters:

  • Choose to include the default columns (most commonly used) or include all columns (every field that your orders contain).
  • By default, we will only pull in one image per variant. Because you may have multiple images per variant, you can select the checkbox to "Expand rows to include all images". If you select this option, for product variants with many images, each image will be added to a new row, so product variant XYZ may show up on 3 rows if there are 3 images pulled for it.
  • You can also filter down your products by a few attributes: collection_id, handle, product_type, published status, title, and vendor.
Integrations   ->

Send to Shopify

The Send to Shopify step can connect directly to your Shopify store and automatically update information in your store.

This step can perform the following actions in Shopify:

  • Create new customers
  • Update existing Customers
  • Delete existing Customers
  • Add products to collections
  • Delete product-collection relationships
  • Update existing inventory items
  • Adjust existing inventory levels
  • Reset inventory levels
  • Issue refunds by line items

Connect your Shopify account

To connect your Shopify account from within Parabola, click on the blue "Authorize" button. For more help on connecting your Shopify account, jump to the section: Authorizing the Shopify integration and managing multiple stores.

Custom settings

Once you connect a step into the Send to Shopify step, you'll be asked to choose an export option.

The first selection you'll make is whether this step is enabled and will export all data or disabled and will not export any data. By default, this step will be enabled, but you can always disable the export if you need to for whatever reason.

Then you can tell the step what to do by selecting an option from the menu dropdown.

Create New Customers

When using this option, every row in your input data will be used to create a new customer, so be sure that your data is filtered down to the point that every row represents a new customer to create.

When using this step, any field that is not mapped in the settings table in the step will not be sent. Only the mapped fields will be sent to Shopify.

Every customer must have either a unique Phone Number or Email set (or both), so be sure those fields are present, filled in, and have a mapping.

If you create customers with tags that do not already exist in your shop, the tags will still be added to the customer.

Update Existing Customers

When using this option, every row in your input data will be used to update an existing customer, so be sure that your data is filtered down to the point that every row represents a customer to update.

When using this step, any field that is not mapped in the settings table in the step will not be sent. Only the mapped fields will be sent to Shopify.

Every customer must have a Shopify customer ID present in order to update successfully, so be sure that column is present, has no blanks, and is mapped to the id field in the settings.

Delete Existing Customers

When using this option, every row in the step will be used to delete an existing customer, so be sure that your data is filtered down to the point that every row represents a customer to delete.

This step only requires a single field to be mapped - a column of Shopify customer IDs to delete. Make sure your data has a column of those IDs without any blanks. You can find the IDs by using the Pull from Shopify step.

Add Products to Collection

Collections allow shops to organize products in interesting ways! When using this option, every row in the step will be used to add a product to a collection, so be sure that your data is filtered down to the point that every row represents a product to add to a collection.

When using this option, any field that is not mapped in the settings table in the step will not be sent. Only the mapped fields will be sent to Shopify.

You only need two mapped fields for this option to work - a Shopify product ID and a Shopify Collection ID. Each row will essentially say, "Add this product to this collection".

Delete Product-Collection Relationships

Why is this option not called "Remove products from collections" if that is what it does? Great question. Products are kept in collections by creating a relationship between a product ID and a Collection ID. That relationship exists, and has its own ID! Imagine a spreadsheet full of rows that have product IDs and Collection IDs specifying which product belongs to which collections - each of those rows needs their own ID too. That ID represents the relationship. In fact, you don't need to imagine. Use the Pull from Shopify step to pull in Product-Collection Relationships. Notice there is an ID for each entry that is not the ID of the product or the collection. That ID is what you need to use in this step.

When using this option, every row in the step will be used to delete a product from a collection, so be sure that your data is filtered down to the point that every row represents a product-collection relationship that you want to remove.

This step does not delete the product or the collection! It just removes the product from the collection.

When using this step, any field that is not mapped in the settings table in the step will not be sent. Only the mapped fields will be sent to Shopify.

You need 1 field mapped for this step to work - it is the ID of the product-collection relationship, which you can find by Pulling those relationships in the Pull from Shopify step. In the step, it is called a "collect_id", and it is the "ID" column when you pull the product-collection relationships table.

Update Existing Inventory Items

What's an inventory item? Well, it represents the goods available to be shipped to a customer. Inventory items exist in locations, have SKUs, costs and information about how they ship.

There are a few aspects of an inventory item that you can update:

  • Cost: The unit cost associated with the inventory item - should be a number, such as 10 or 10.50
  • SKU: Any string of characters that you want to use as the SKU for this inventory item
  • Tracked: Whether the inventory item is tracked. Set this to true or false
  • Requires Shipping: Whether a customer needs to provide a shipping address when placing an order containing the inventory item. Set this to true or false

When using this step, you need to provide an Inventory Item ID so that the step knows which Item you are trying to update. Remember, any field that is not mapped in the settings table in the step will not be sent. Only the mapped fields will be seny to Shopify.

Adjust Existing Inventory Levels

When using this option, every row in the step will be used to adjust an existing item's inventory level, so be sure that your data is filtered down to the point that every row represents an item to adjust.

When using this step, any field that is not mapped in the settings table in the step will not be sent. Only the mapped fields will be sent to Shopify.

Every item must have a Shopify inventory item ID present in order to adjust successfully, so be sure that column is present, has no blanks, and is mapped to the id field in the settings.

You must provide the inventory item ID, the location ID where you want to adjust the inventory level, and the available adjustment number. That available adjustment number will be added to the inventory level that exists. So if you want to decrease the inventory level of an item by 2, set this value to -2. Similarly, use 5 to increase the inventory level by 5 units.

Reset Inventory Levels

When using this option, every row in the step will be used to reset an existing item's inventory level, so be sure that your data is filtered down to the point that every row represents an item to reset.

When using this step, any field that is not mapped in the settings table in the step will not be sent. Only the mapped fields will be sent to Shopify.

Every item must have a Shopify inventory item ID present in order to reset successfully, so be sure that column is present, has no blanks, and is mapped to the id field in the settings.

You must provide the inventory item ID, the location ID where you want to adjust the inventory level, and the available number. That available number will be used to overwrite any existing inventory level that exists. So if you want to change an item's inventory from 10 to 102, then set this number to 102.

Authorizing the Shopify integration and managing multiple stores

To use the Pull from Shopify or Send to Shopify steps, you'll need to first authorize Parabola to connect to your Shopify store.

To start, you will need your Shopify shop URL. Take a look at your Shopify store, and you may see something like this: awesome-socks.myshopfy.com - from that you would just need to copy awesome-socks to put into the first authorization prompt:

https://assets.website-files.com/5d9bdcad630fbe7a7468a9d8/5f3c7f397823199d8485e990_Screen_Shot_2020-08-17_at_8.34.59_PM.png

After that, you will be shown a window from Shopify, asking for you to authorize Parabola to access your Shopify store. If you have done this before, and/or if you are logged into Shopify in your browser, this step may be done automatically.

Parabola handles authorization on the flow-level. Once you authorize your Shopify store on a flow, subsequent Shopify steps you use on the same flow will be automatically connected to the same Shopify store. For any new flows you create, you'll be asked to authorize your Shopify store again.

Editing your authorization

You can edit your authorizations at any time by doing the following:

  • Open your Pull from Shopify or Send to Shopify step.
  • Click on "Edit Accounts" near the top of the result view.
https://assets.website-files.com/5d9bdcad630fbe7a7468a9d8/5f3c7f7ecc01142557e10a2f_Screen_Shot_2020-08-17_at_8.52.49_PM.png
  • Click on "Edit" in the modal that pops up.
  • Click on the pencil next to the Shopify Auth that you are currently using or want to edit.
  • We recommend that you rename your Account Name so you can easily keep track of which Shopify store you're connected to.

Managing multiple Shopify stores in a single flow

If you manage multiple Shopify stores, you can connect to as many separate Shopify stores in a single flow as you need. This is really useful because you can combine data from across your Shopify-store and create wholistic custom reports that provide a full picture of how your business is performing.

Adding an authorization for another Shopify Store

  • Open your Pull from Shopify or Send to Shopify step.
  • Click on "Edit Accounts" near the top of the result view.
  • Click on "Add new account" in the modal that pops up.
https://assets.website-files.com/5d9bdcad630fbe7a7468a9d8/5f3c7fd7a7c2407a43545b4c_Screen_Shot_2020-08-17_at_8.59.39_PM.png
  • Another authorization window will appear for you to authorize to a different store. Don't worry, connecting to a different store in one Shopify step will not impact the already-connected Shopify steps already on your flow.
  • The "Edit Accounts" menu is how you can switch which account a step is pulling from or pushing to. We recommend renaming the Account Name of your various Shopify accounts so it's easier to toggle in between your different accounts.

Deleting a Shopify account from authorization

Please note that deleting a Shopify account from authorization will remove it from the entire flow, including any published versions.

  • Open your Pull from Shopify or Send to Shopify step.
  • Click on "Edit Accounts" near the top of the result view.
  • Click on the trash icon next to the Shopify account that you'd like to remove authorization for.

Recipes

Understanding the data filters in the Pull from Shopify step

This article goes over the date filters available in the Pull from Shopify step.

The Orders and Customer pulls from the Pull from Shopify step have the most complex date filters. We wanted to provide lots of options for filtering your data from within the step to be able to reduce the size of your initial import and pull exactly the data you want to see.

Date filters can be a little confusing though, so here's a more detailed explanation of how we've built our most complex date filters.

The date filters in the Pull from Shopify step, when available, can be found the bottom of the lefthand side, right above the "Show Updated Results" button.

https://assets.website-files.com/5d9bdcad630fbe7a7468a9d8/5f3c84256da57c96ebfe7932_Screen_Shot_2020-08-17_at_9.17.31_PM.png

The first date filter you can set is:

  • within the previous # day, hour, week, or month
  • based on when the flow is run or the most recently completed day
  • You can also add an offset to the previous period or previous year
  • Example 1: If today is August 17, 2020, and I select within the previous 1 day based on the most recently completed day with no offset, the date range used would be August 16, 2020 12:00am PDT -August 17, 2020 12:00am PDT. Since August 16, 2020 was the most recently completed day, it's pulling in data from that day.
  • Example 2: If today is August 17, 2020, and I select within the previous 1 week based on when the flow is run offset to the previous period, the date range used would be August 3, 2020 - August 10, 2020. This is temporarily calculated based on the assumption that I'll run my flow soon. It will be automatically recalculated at the time I actually run my flow. The previous one week from today would be August 10, 2020-August 17, 2020. Since I'm offsetting to the previous period (one week), the date range is pulling data from the week prior.
  • Example 3: If today is August 17, 2020, and I select within the previous 1 month based on the most recently completed month offset to the previous year, the date range used is July 1, 2019 12:00am PDT - August 1, 2019 12:00am PDT. The most recently created month will be July 2020 and I want to pull data from that month. By offsetting to the previous year, I see data from July 2019.

The second date filter you can set is:

  • within the current day to date, week to date, month to date, year to date
  • You can add an offset to the previous period or previous year.
  • Example 1: If today is August 17, 2020, and I select within the current month to date with no offset, the date range used will be August 1, 2020-August 17, 2020.
  • Example 2: If today is August 17, 2020, and I select within the current year to date with offset to the previous period, the date range used will be January 1, 2019-August 17, 2019. The previous period in this situation is the same time frame, just the year before.
  • Example 3: If today is Tuesday, August 17, 2020 and I select within the current week to date with offset to the previous year, the date range used will be August 16, 2019-August 17, 2019. Week to date is calculated from Sunday being the first day of the week. Offsetting to the previous year will take the same dates, but pull data from those date from the previous year.

The third date filter you can set is:

  • after x date
  • Example: after January 1, 2020

The fourth and last date filter you can set is:

  • between x and y dates
  • Example: between January 1, 2020 and June 30, 2020

Time zones

In this step, we indicate what time zone we're using to pull your data. This time zone matches the time zone selected for your Shopify store.

Confirming the date range

At the bottom of the lefthand panel of your step, if you're still uncertain if you've configured the date filters correctly, we have a handy helper to confirm the date range we'll use to filter in the step:

https://assets.website-files.com/5d9bdcad630fbe7a7468a9d8/5f3c7e42e112a613b2937519_Screen_Shot_2020-08-17_at_8.09.45_PM.png

Recipes

Replicating Shopify metrics in Parabola

This article explains how to reproduce the most commonly-used Shopify metrics. If you don't see the metric(s) you're trying to replicate, send us a note and we can look into it for you.

The Shopify Overview dashboard is full of useful metrics. One problem is that it doesn't let you drill into the data to understand how it's being calculated. A benefit of using Parabola to work with your Shopify data is that you can easily replicate most Shopify metrics and see exactly how the raw data is used to calculate these overview metrics.

Total Sales by line items

This formula will show you the total sales per line item by multiplying the price and quantity of the line items sold.

Import Orders with Line Items details

{Line Items: Quantity} * {Line Items: Price}

Total Refunds by line items

This formula will show you the total refund per line item by multiplying the refunded amount and refunded quantity. In this formula, we multiply by 1 to turn it into a negative number. If you'd like to display your refunds by line items as a positive number, just don't multiply by 1.

Import Orders with Line Items details

{Refunds: Refund Line Items: Quantity} * {Refunds: Refund Line Items: Subtotal}*-1

Net quantity

This formula will show you the net quantity of items sold, taking into account and removing the items that were refunded.

Import Orders with Line Items details

First, use the Sum by group  step to sum "Line Items: Quantity" and "Refunds: Refund Line Items: Quantity"

Then, use the newly generated "sum" columns for your formula.

{Line Items: Quantity (sum)}-{Refunds: Refund Line Items: Quantity (sum)}

Gross sales

Import Orders with Orders details.

Add a Sum by group step. Sum the "Total Line Items Price" column.

Net sales

Import Orders with Orders details.

To calculate net sales, you'll want to get gross sales - refunds - discounts. This will require two steps:

  1. Add a Sum by group step and sum the following columns: "Total Line Items Price", "Total Refunded Amount", and "Total Discounts".
  2. Add an Insert Math Column step and add in the following equation:
{Total Line Items Price (sum)}-{Total Refunded Amount (sum)}-{Total Discounts (sum)}

Total sales

Import Orders with Line Items details.

To calculate total sales, you'll want to get gross sales + taxes - refunds - discounts. This will require three steps:

  1. Add an Insert math column step and add in the following equations to get gross sales and call the column, "Sales":
{Line Items: Quantity} * {Line Items: Price}
  1. Add in a Sum by group step and sum the following columns: {Sales}, {Line Items: Total Discount Allocations}, {Refunds: Refund Line Items: Subtotal}, {Line Items: Total Tax Lines}, and {Refunds: Refund Line Items: Total Tax}.
  2. Add in an Insert math column step with the following equation:
{Sales (sum)} + ({Refunds: Refund Line Items: Subtotal}*-1) - {Line Items: Total Discount Allocations (sum)} + ({Line Items: Total Tax Lines (sum)} - {Refunds: Refund Line Items: Total Tax (sum)})

Total refunds

Import Orders with Orders details.

  • Add a Sum by group step and sum the following column: "Total Refunded Amount".

Total discounts

Import Orders with Orders details.

  • Add a Sum by group step and sum the following column: "Total Discounts".

Total tax

Import Orders with Orders details.

  • Add a Sum by group step and sum the following column: "Total Tax".

Average order value

Import Customers. This table will give us Total Spent per customer as well as the # of Orders by customer.

  • Add a Sum by group step and sum the columns: {Orders Count} and {Total Spent}.
  • Add an Insert math column step and use the following calculation:
{Total Spent (sum)} / {Orders Count (sum)}.

Alternatively, import Orders.

  • Add an Insert math column step and create a new column called Orders with the following calculation: =1
  • Add a Sum by group step and sum the columns: Orders and Total price
  • Add an Insert math column step and create a new column called Average Order Value and use the following calculation:
{Total Price (sum)} / {Orders (sum)}

Number of orders

Use the Count by group step after pulling in orders.

Recipes

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