Shopify + Orcabase

Ask your Shopify store anything.

Go past Shopify’s reports. Sync your store through Fivetran and ask about best sellers, repeat customers, discounts and stock in plain words, next to your ads, emails and payments.

  • Synced by Fivetran
  • Syncs every 6 hours
  • No Fivetran account needed
AgentShopify connected

Which products did best in August?

Reading your Shopify data…

The sampler box led August, with $14.7k from 612 orders.

  • The house blend was second, at $9.8k.
  • Sampler buyers are the most likely to subscribe later.
  • Cold brew packs grew fastest: up 64% on July.

August revenue by product, $k

14.7SamplerHouseEspr.ColdDecafGift
How I got this· 4 steps
  1. Looked at your Shopify orders and products
  2. Added up August revenue by product
  3. Compared each product with July
  4. Checked which first products led to subscriptions

Example answer. Numbers are illustrative.

In plain words

How do I get better reports from Shopify?

Shopify’s reports answer the common questions. The interesting ones, like which first product brings customers back or which ad leads to repeat orders, need your store next to everything else. Fivetran copies your orders, products and customers into a database Orcabase hosts for you.

Then you ask in plain words, and define the numbers that matter, like repeat purchase rate, once for your whole team.

Ask in plain words

What you can ask about your Shopify data

The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.

  • What were our best sellers last month?

  • What share of customers ordered a second time?

  • Which discount codes brought in the most revenue?

  • Which products are often bought together?

  • How long until a new customer orders again?

  • Which products run out of stock most often?

  • What’s our average order value, month by month?

  • Which customers haven’t ordered in 90 days?

What comes in

Your Shopify data, ready to ask about.

A copy in a database Orcabase hosts for you, with its own folder for each app.

01

Orders and line items

Every order, with what was in it, prices, taxes, shipping and discounts.
02

Customers

Who bought, when first and last, and how often.
03

Products and variants

Your catalog, with prices, options and collections.
04

Discounts

Codes and automatic discounts, and the orders that used them.
05

Fulfillments and refunds

What shipped and when, and what came back.
06

Inventory

Stock levels by product and location.

Numbers worth defining

Define them once. Every answer agrees.

Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Shopify data.

How metrics work

  • Revenue

    Orders minus refunds, without tax and shipping.

  • Repeat purchase rate

    Share of customers with two or more orders.

  • Average order value

    Revenue divided by the number of orders.

  • Discount rate

    Discounts given as a share of gross sales.

  • Refund rate

    Refunds as a share of revenue.

Dashboards to start with

Your Shopify numbers at a glance.

Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.

Store

4 charts
  • Revenue by day
  • Best sellers
  • Average order value
  • Discount rate

Customers

4 charts
  • New vs returning customers
  • Repeat purchase rate
  • Days to second order
  • Customers at risk

About dashboards

How to connect

Connect Shopify, step by step.

  1. 1

    Find it in Sync data

    In Orcabase, go to Sync data → Add source and search for Shopify. Pick the database to sync into.

  2. 2

    Connect Shopify on Fivetran’s page

    Log in to Shopify on Fivetran’s page, install Fivetran’s app on your store, and choose how much order history to bring in.

  3. 3

    Choose what to sync

    Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.

  4. 4

    Ask away

    The first sync starts straight away. When it’s done, ask the agent about your Shopify data.

What you’ll need

  • A Shopify login that can install apps on your store, like the store owner’s.
  • The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.
At a glance
How it connects
Synced by Fivetran
How fresh
Every 6 hours, as standard.
Where your data lives
A copy in a database Orcabase hosts for you, with its own folder for each app.
Who can set it up
An admin in your organization.
Your login
You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
Cost
Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.
Sync apps with FivetranStep-by-step, in the docs.

Questions

About Shopify and Orcabase

More in the docs: Sync apps with Fivetran

How far back does my order history go?
You choose when you connect: all of it, or everything from a date. The first full copy doesn’t count toward your allowance.
Why don’t the numbers match Shopify’s reports exactly?
Shopify’s reports make their own choices, like when a refund counts or whether shipping is part of sales. In Orcabase you define revenue once, your way, and every chart shows how it’s worked out.
Can Orcabase change anything in my store?
No. Fivetran’s app reads your store, and Orcabase only reads the synced copy.
Do I need a Fivetran account?
No. Orcabase uses its own. You sign in to Shopify on Fivetran’s page, and the data lands in a database Orcabase hosts for you, so there’s nothing else to set up or pay Fivetran for.
How fresh is my Shopify data in Orcabase?
Fivetran syncs it every 6 hours as standard, and an admin can run a sync by hand at any time. The page for each source shows when it last synced and when it syncs next.
What does syncing cost?
Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard. Each distinct row that’s added or changed in a month counts once, however often it changes, and the first full copy is free. You choose which tables sync, so you only spend the allowance on what you need.

Your Shopify data already has the answers.

Connect it, ask your first question, and pin the answers you want to see every week.