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Getting Started with ShopSheets

This guide will help you install ShopSheets and create your first synchronized spreadsheet.

Prerequisites

Before you begin, make sure you have:

• A Shopify store (any plan)
• A Google account
• A browser that allows popup windows (needed for Google sign-in)

Step 1: Install ShopSheets from Shopify App Store

1. Visit the ShopSheets listing in the Shopify App Store
2. Click Install App
3. Review and approve the requested permissions:
   • Read orders
   • Write products
   • Read fulfillments
4. You'll be redirected to the ShopSheets dashboard

Step 2: Connect Your Google Account

1. In the ShopSheets dashboard, you'll see a Not Connected badge
2. Click the Connect Google Account button
3. A popup window will open with Google OAuth
4. Select your Google account
5. Review and approve the requested permissions:
   • Create and manage Google Sheets
   • Access Google Drive files
   • Add automation scripts to your spreadsheet
6. After approval, you'll see a success message: "Google account connected successfully"
7. The badge will change to Connected (green)

Troubleshooting: If the popup doesn't open, check that your browser allows popups for this site.

Step 3: Create Your First Sheet

1. In the dashboard, click the Create Orders Sheet button
2. Wait 10-30 seconds while ShopSheets fetches your order data
   • The initial sync includes the past 30 days of orders
   • For stores with many orders, this may take up to a minute
3. The sheet will open automatically in a new tab
4. You'll see your order data starting from row 6, with filters in rows 1-2

What you'll see:

• Row 1: Filter labels (Date Range, Status, Sort By, Sort Order)
• Row 2: Filter dropdowns (click to change filters)
• Row 5: Column headers (Order Number, Date, Customer, Total, etc.)
• Row 6+: Your order data

Step 4: Enable Auto-Sync (Recommended)

Auto-sync allows filter changes to automatically trigger data refreshes.

1. In your sheet, look for the ShopSheets menu in the toolbar
   • If you don't see it, reload the sheet (Ctrl/Cmd + R)
2. Click ShopSheets → Setup Auto-Sync
3. Grant Apps Script permissions when prompted (one-time setup)
4. You'll see a success message: "Auto-sync enabled"

Now when you change filters in row 2, the data will automatically refresh within 2 seconds.

What's Next?

• Learn about filters - Use date ranges, status filters, and sorting
• Understand how sync works - Real-time webhooks and caching
• Having issues? - Common problems and solutions

Quick Tips

• Real-time updates: New orders appear in your sheet within 1-2 minutes (via webhooks)
• Manual refresh: Use ShopSheets menu → Refresh Data to sync immediately
• Multiple sheets: Create separate sheets for Products and Fulfillments from the dashboard
• Share with team: Use standard Google Sheets sharing to collaborate
• Formulas: You can add formulas, but avoid editing data columns (A-M, rows 6+)

Welcome to ShopSheets!