Shopify Partner/Apps

Create a read-only user account

For maximum security and easier control over your integration, it's best to create a read-only user account specifically for Baremetrics to use.

To get a username and password to enter into Baremetrics, follow these steps:

  1. Go to your partner dashboard
  2. Click team on the left
  3. Click “Invite Staff Member”
  4. Enter an email, and select only the “View Financials” permission
  5. Click the link in the confirmation email Shopify sent you

Finally, grab your Partner ID from your Partner Dashboard URL (in place of "ID_HERE"). 

Caveats with the integration

  • Churn is based on the non-presence of a charge the following month and typically has a lag of 3-5 days.
  • Shopify does not provide us with your customer's email addresses and we therefore cannot enrich your customer's data.
  • Some customers (usually from earlier years) are marked by Shopify as "REDACTED". Such customers are excluded from metrics.
  • We're unable to recognize returning customers as reactivation. Customers returning after a cancellation will show as "New". 
  • UsageCharge charges are not included in MRR. They are included in Other Revenue and Net Revenue
  • In line with our other direct integrations, we do not remove Shopify's fees from MRR, Net Revenue, etc. 
  • There is a delay with reporting new customers with Shopify. We can only get new customers when Shopify generates a payout report. So basically, once a payment is done, it will show as a new customer - but that may not happen instantly based on payout schedule. 

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