A sync copies your latest Shopify data into Merchant Sheets. Syncs run on a schedule set by your plan, and you can start one yourself from Data Connectors. Your workbooks pick up the new data when you refresh them.
What happens during a sync
Most syncs finish within a few minutes. The first one takes longer because it pulls your order history, and Your first sync: what to expect covers it. Every sync runs the same four stages:
Pull from Shopify: Merchant Sheets reads the orders, products, inventory, and discounts that are new or changed since the last sync.
Remove personal data: Shopper names, emails, phone numbers, and street addresses are stripped out before anything is stored.
Clean and organize: The data is sorted into data types, such as Orders and Order lines, with consistent fields and dates.
Mark it ready: Data Connectors shows Up to date with the time of the sync, and the new data is ready to pull.
Sync and refresh are different steps
A sync moves data from Shopify into Merchant Sheets. A refresh moves data from Merchant Sheets into your workbook. Refreshing a table or formula gives you the data from the most recent sync. It doesn't start a sync.
So if a new order isn't in your sheet yet, check when your store last synced. If the sync happened after the order, refresh the sheet. Refresh your data covers the refresh options.
When syncs run
Your plan sets how often your store syncs on its own. Sync schedule by plan lists the timing for each plan.
To sync sooner, select Sync now next to the store on Data Connectors, or Pull latest raw data in the add-in's Data Sources panel. If a sync is already running, Merchant Sheets waits for it to finish instead of starting a second one.
What each sync updates
Each sync picks up new orders and any changes to existing ones, such as refunds, edits, and fulfillments added after the order was placed. Products and discount codes update to match Shopify. Inventory shows the stock levels at the time of the sync.
Where to see sync status
Data Connectors in the web app and the Data Sources panel in the add-in both show each store's status and last sync time. Check your sync status explains each status and what to do if a sync fails.