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Book a setup call

Book a free 30-minute screen-share call to connect Shopify. See what the call covers, how it works, what to have ready, and how to book.

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Written by Bradley Taylor

If you'd like help connecting Shopify, book a setup call and we'll walk through the setup with you on a screen share. Calls are free and take about 30 minutes.

What we cover on the call

  • Creating the Merchant Sheets app in your Shopify admin

  • Setting its URL and read-only scopes, then installing it

  • Connecting the store in Merchant Sheets

  • Starting your first sync and checking that it runs

  • Installing the Excel add-in and pulling a first report, if there's time

How the call works

You stay in control the whole time. You share your screen and make each change in your Shopify admin while we guide you. Shopify only lets the store's own staff create this kind of app, so we can't set it up for you from our side.

You paste your Client ID and Client secret into Merchant Sheets yourself. We never ask you to read them out or send them to us.

What to have ready

  • A computer with Excel, signed in to your Microsoft account

  • Store owner access to your Shopify admin, or a staff account with permission to develop apps

  • Your Merchant Sheets account, signed in to the web app

  • A tool for screen sharing, such as Zoom or Google Meet

Book a time

  1. Open the booking page.

  2. Pick a time that works for you.

  3. Enter your name, email, and your store's .myshopify.com address.

  4. Select Schedule. You'll get a confirmation email with the meeting link.

Prefer to do it yourself

Setup takes about 10 minutes on your own. Connect your Shopify store has every step, with screenshots.

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