Getting your first report into Excel takes four stages: create your workspace, connect Shopify, install the add-in, and run a query. The setup takes a few minutes, plus the first sync, which runs longer for a large order history.
Before you start
You need:
Access to your Shopify admin with permission to develop apps
Create your account and workspace
On merchantsheets.com, select Start free trial and create your account.
Enter a Workspace name, such as your brand or company name, and select Continue.
Connect Shopify
In your Shopify admin, create a custom app with the read-only scopes shown on the Connect Shopify step. Connect your Shopify store walks through each screen.
Enter your Store URL, Client ID, and Client Secret, then select Connect.
Select Continue. The first sync starts and shows its progress.
Select Finish when the sync completes. To move on while it runs, select Continue while it syncs.
Install the add-in and sign in
Install the Merchant Sheets add-in in Excel.
In Excel, open the Merchant Sheets tab and select Home.
Select Sign in with Merchant Sheets and sign in to the window that opens. Close the window when it says you can.
Run your first query
On the Merchant Sheets tab, select New Query.
Under Data, choose a data type, such as Orders.
Under Fields, select the fields you want as columns.
Optional: Under Filters, add a date range, such as the last 30 days.
Under Put results at, select the cell where the table should start.
Select Run to sheet. The table lands at that cell, with a line showing when the data last synced.
What to do next
To rerun this report later, save the query. When you want newer numbers, refresh your data from the ribbon. You can also install a template for a ready-made report, or ask the AI agent a question about your data.