Merchant Sheets connects your Shopify store to Excel. We sync your store data on a schedule, clean it, and let you pull it into any workbook with a point-and-click builder or a formula. You can also ask questions about your data in plain English and put the answer in your sheet.
How Merchant Sheets works
Merchant Sheets has three parts:
Connect: You connect Shopify once from the web app. We sync your orders, products, inventory, discounts, refunds, and fulfillments on a schedule and clean them, so SKUs, line items, and dates are ready to use.
Query: You pick the data, fields, and filters in the Query Builder, or pull data with custom functions such as MS.QUERY. Any query can be saved and rerun later.
Ask: You ask the AI agent a question about your data. It answers from your synced data and can put the result into your sheet as a table or a formula.
Where you use Merchant Sheets
Merchant Sheets runs in two places:
The Merchant Sheets add-in: Runs inside Excel. You build queries, run saved queries, refresh data, and use Ask from the add-in.
The web app: Where you connect your store, check sync status on the Data Connectors page, browse templates, use Ask, and manage your plan and team in Settings.
What data you can pull
Merchant Sheets organizes your Shopify data into data types: Orders, Order lines, Products, Inventory, Discounts, Refunds, and Fulfillments. Each one has a page in the Data Reference that lists every field.
Merchant Sheets also calculates COGS, gross profit, and gross margin from the cost per item you set in Shopify. How COGS, gross profit, and gross margin are calculated covers what's included.
How fresh the data is
Merchant Sheets syncs your store on a schedule set by your plan, and your sheet updates when you refresh it. Every table you pull shows when its data last synced, such as "Shopify, synced 2h ago." The sync schedule by plan lists the timing for each plan, and Refresh your data covers refreshing a table, a saved query, or a whole workbook.
What shopper data we store
Merchant Sheets keeps only a customer ID number and the country and province on each order. We never store shopper names, emails, phone numbers, or street addresses. Data we do not collect has the details.
Get started
Every new account starts with a 30-day free trial, with no credit card required. The quick start walks you from sign-up to your first report in Excel.