The web app is where you set up and manage Merchant Sheets: connect your store, check syncs, browse templates, ask questions, and manage your account. Working with your data happens in Excel through the Merchant Sheets add-in.
The sidebar
The sidebar has five pages:
Overview: Your home page, with your sync status, the link to get the Excel add-in, and shortcuts to Ask and Connect to Claude.
Data Connectors: Connect or disconnect Shopify stores and see when each one last synced.
Synced Templates: Ready-made reports that fill with your data through the add-in.
Free Sheets: Free calculators to download. They work without connecting to your data.
Ask: The AI agent, for questions about your data outside Excel.
The top bar
The top bar shows your workspace and your store's sync status, such as Shopify connected. If you belong to more than one workspace, select the workspace name to switch.
The account menu
Select your initials in the top-right corner to open the account menu. It links to your settings pages and has Log out at the bottom.
Account: Your email and password.
Organization: Your workspace name.
Team: Invite teammates and set each person's role.
Billing: Your plan, billing interval, and usage for orders synced, seats, store connections, and Ask messages.
Connect to Claude: The token and setup details for connecting Claude Desktop to your data.