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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 view defaults to Past 30 days. To load your full order history, select All time in the sheet and refresh from the app. Your store must grant full-history access (read_all_orders); older installs can reconnect using the in-app banner
   • 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: Choose Your View

Orders, fulfillments, and products update automatically over Shopify webhooks.

1. Change the date range, status, or sort dropdowns in row 2 of your sheet.
2. Return to the ShopSheets app and refresh the sheet to apply your filters.

Refreshing from the app is only needed after changing a filter. New and updated data arrives automatically.

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)
• Filter changes: Refresh from the ShopSheets app after changing a filter
• 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!