Steps to Connect
Create Your Access Token & Organization ID: Follow the instructions provided at Shopify Partner API Documentation to create your Access Token and Organization ID.
Set Required Permissions: We need all permissions ticked for the following reasons:
View Financials: Required to view transactions that include subscription sales, one-time charges, fees, and tax charges.
Manage Apps: This is necessary because Shopify doesn't have a concept of "plans." Baremetrics estimates the plan name by combining the App name, interval, and price. Without this permission, we cannot retrieve the App name for each transaction.
Manage Themes / Manage Jobs: These permissions are required to extract specific fields from transactions related to one-time charges. Without them, API calls may fail when requesting detailed transaction information, which could prevent proper plan naming.
When you are finished, you'll be able to connect here.
Note: The Shopify GraphQL API is still in beta and only allows read-only operations. Future updates might introduce more granular read/view-only permissions.
The Shopify API is stable but still considered “in development.” We monitor it closely to ensure we can keep it skating along. 👍
Helpful notes and caveats about the Baremetrics Shopify integration
Data and Revenue Handling
Shopify may mark some older customer records as "REDACTED," which Baremetrics will exclude from metrics.
Currently, coupons are not considered in the Shopify integration, so MRR calculations will not reflect coupon discounts.
Plan names are populated based on items within Subscription Charge events.
Reactivations are supported via the RelationshipReactivated event.
We support Refunds. This comes from the App Sale Adjustment event.
UsageCharge charges are not included in MRR. They are included in Other Revenue and Net Revenue.
Other Revenue also includes App One-time Sales.
In line with our other direct integrations, we do not remove Shopify's fees from MRR, Net Revenue, etc. You can view your fees (if any!) on the Fees Metric.
Churn Handling
Customers are considered Cancelled when:
Baremetrics receives the RelationshipUninstalled event from Shopify or
Based on the subscription interval, the payment has yet to be made on the next expected date. Our logic can't rely on Shopify's "subscription charge canceled" events. Shopify's billing can sometimes extend beyond the standard 30-day cycle. We offer a five-day grace period for Shopify customers to accommodate this inconsistency, making the total delinquency period 35 days. Customers are removed from MRR after delinquency and treated as churn. This setting can be adjusted in Baremetrics under Data Settings.
Trial Tracking
Baremetrics monitors app installs as "trials" and recognizes conversions based on the AppSubscriptionSale event. You can view them within Trial Insights.
Delayed Revenue Recognition
Baremetrics reads actual payments made, not just charge activations; due to Shopify’s unique billing cycle, this can cause slight delays in revenue recognition.
Read more: Shopify App Charges Explained
Metrics and Segmentation
Baremetrics offers comprehensive segmentation and metric tracking capabilities, allowing you to analyze various customer segments and performance over time. These features can help you gain deeper insights into your Shopify-based revenue streams.