Shopify integration

Shopify is the source of truth for orders. ROASfinity reads orders, products and customers and uses them for MER, CAC and CPA.

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Shopify

ROASfinity

Read-only firstWrites only after a yes

Stock photos and example labels, not customers.

How the data moves

From Shopify to your report. Back only with a yes.

The top row is reading, which is all a new connection does. The bottom row is writing, switched on per account only after you grant the rights.

ShopifyReads orders, refunds and cancellations
🔑Token vaultRead-only token, encrypted on the server
One recordStored per client, with currency and time zone kept
▦Your reportSource, formula and sync time on every number
✎ProposalA change such as: products, media, content and discounts, according to the scopes you grant
✓Preview and yesBefore and after, then a person with the right role approves
⎙Written onceAn idempotency key, so a retry cannot repeat the change
↻Read back, loggedShopify is read again, compared and logged

Read: on by default, read-onlyWrite: off until you grant it, then every change needs approval

Shopify in daily use

What it reads first

Orders, refunds and cancellations

What it can change, after a yes

Products, media, content and discounts, according to the scopes you grant

Photos are stock images. App screens show test data.

In numbers

4things it reads

1things it can change, after approval

2things you need to connect

1limits stated

Shopify: reads, writes and limits

Orders, refunds and cancellations
Products and inventory
Customers, for new customer counts
Webhooks where available

Products, media, content and discounts, according to the scopes you grant

Always after preview and approval.

App install with OAuth and the scopes you approve
Orders older than 60 days require extra access from Shopify

GraphQL Admin API is rate limited by query cost, so backfills use bulk operations and an adaptive queue.

Before you connect

Your ticks stay in this browser only.

Ask for a separate user who can read orders and reports, and nothing more. Do not use the owner login.
Write down the store time zone and the currency for each market or sales channel.
Write down what the store counts as a sale: placed, paid, fulfilled or refunded. Note whether test and internal orders are excluded.
Export one closed month of orders and compare the totals with the payment records. Record the gap before you connect anything else.
Agree in writing whether revenue is shown before or after discounts, shipping, tax and refunds.

Common data differences

General practice, not a claim about any one account.

Difference

Order time versus payment time

A store can record a sale when the order is placed, when the payment clears, or when it ships. An ad platform records a purchase at the time of its own event. An order placed late on one day and paid the next can land in two different weeks. Pick one definition and use it in every report.

Difference

Refunds and cancellations on a later day

A refund or cancellation usually lands on the day it happens, not on the day of the original order. A weekly report can show the sale in one week and the refund in another. Label each revenue figure as gross or net before you compare it with anything else.

Difference

Time zone and currency of each source

The store, the ad accounts and the reporting tool can each use a different time zone and currency. A day cut at midnight in one zone is a different day in another. Converted amounts rarely match to the cent, so expect small gaps.

Modules that use Shopify

Each module page says what it reads and what it will not claim.

Reports

Client, channel, campaign and product reports where every figure shows its source, formula and update time.

CRO

Signals from orders and GA4 for products, pages and checkout, turned into a list of hypotheses.

Ad launcher

Bulk matrices of product, variant, copy, format and audience uploaded paused, then read back.

Signals

Alerts for inactive accounts, rejected ads, CPM and CPA jumps, weak spend, broken URLs and stale connectors.

AI insights

Checks for drops, anomalies, frequency and missing new creatives, explained with numbers you can verify.

Questions about Shopify

Is the Shopify connection read-only?

It starts read-only. Changes are added only where the platform grants the permission, and each one is previewed, approved, sent once, read back and logged.

Where is the token stored?

In an encrypted vault on the server, never in the browser, in logs or in an AI prompt.

Is the Shopify connector available now?

Not yet. It goes live after the platform access is in place. Request access to be told when it does.