RevenueOps/Data connections
Connections & sign-inCreate campaign

Data foundation

Data connections

Cross-border value begins with merchant-authorized data—not stored substitutes or guessed business data.

Check the account section for actual order status. Store access requires merchant authorization; import and sync do not contact customers.

Data domains not yet connected

Campaign delivery receiptsRequired to verify real delivery
Not connectedKlaviyo / Braze
Ad spend and conversionRequired for channel ROI
Not connectedMeta / Google Ads
Fulfillment and refund costRequired for net margin
Not connectedShopify / ERP

Agree on definitions before interpreting numbers

Shopify sync is manual in this version. Check the last sync time; a connection does not mean continuously refreshed data.

View amount, adjustment and profit definitions

Daily aggregates use totalPriceSet and currentTotalPriceSet. The latter reflects refunds, returns and order edits. Their difference is assigned to the original order date as refunds/order adjustments, not pure refunds or Shopify report net sales. Taxes and shipping are not separated.

Product, fulfillment, payment and advertising costs are missing, so net profit and discount profitability cannot be calculated. CSV amounts use the column you map; the merchant must confirm its definition. Unknown values are not zero.

Import your orders

Use a standard four-column CSV or a Shopify order export. Extra fields are removed in your browser before you inspect and confirm the import.

Sign-in required
Download blank CSV template

The standard template needs only order ID, time, amount and currency. No customer data is required; other columns are removed. Email and marketing consent are optional in Shopify exports.

View the four required columns
order_id
A stable order ID for matching and deduplication.
ordered_at
Order time with a time zone, for example 2026-09-01T12:00:00Z
total_amount
An amount without a currency symbol. Confirm how refunds, tax and other adjustments are handled.
currency
A three-letter currency for each order, such as USD or EUR. No automatic conversion.

Sign in above before importing orders

Currency is preserved per order from the selected column, without conversion. Rows with missing or malformed currencies are skipped; the last valid row per order ID is kept. The new snapshot becomes the current order source; saved reviews remain available.

AUTHORIZED SOURCES

Choose a real data source

Review scope and readiness first. No data is read or sent automatically.

Merchant controlled
ShopifyOrders, customers, products, refunds

First priority · Build revenue and repeat-purchase baselines

KlaviyoEmail events, subscriptions, delivery receipts

Phase two · Verify whether campaigns actually work

Meta AdsAd spend, delivery, conversion

Phase three · Calculate channel-level incremental ROI

CONNECTION WORKFLOW

App readyMerchant OAuthInitial syncData available