Connecting Your Sales Channel

Last updated: January 29, 2026

Your sales channel is where you receive orders. Once connected, we'll automatically sync your sales data and key cost information including product costs (Shopify), discounts, tax, transaction fees, returns, and more—giving you accurate profitability metrics without manual data entry.

Supported Sales Channels

We currently integrate with the following platforms:

  • Shopify

  • WooCommerce

  • Magento

  • BigCommerce

  • Amazon

Connecting During Onboarding

When you first set up your account, you'll be guided through connecting your sales channel.

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Connection Steps

  1. Select your platform from the list of supported channels

  2. Click Connect below your chosen channel

  3. Enter your credentials in the pop-up window that appears

  4. Wait for sync to complete

    • Recent data appears within 60 minutes

    • Full historical sync completes within 24 hours

Once connected, we'll immediately begin calculating your profitability metrics.

Connecting Through Settings

You can add or manage sales channel connections at any time through your Settings.

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How to Access Connections

  1. Navigate to Settings in the left-hand menu

  2. Click Connections

  3. You'll see all supported channels plus any currently connected channels

Adding a New Channel

  1. Click the Connect button next to your desired channel

  2. Enter your credentials in the dialog box that appears

  3. Confirm the connection

Disconnecting a Channel

  1. Click the Disconnect button next to the active connection

  2. You can then reconnect the same channel or switch to a different platform

Filtering Your Sales Data

Want to exclude certain orders from your analytics? Filters let you refine which sales data gets imported and analyzed.

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Common Use Cases

  • Exclude POS (point-of-sale) orders from your Shopify store

  • Filter out orders with specific tags (wholesale, b2b, etc)

  • Remove test orders or internal purchases

  • Separate wholesale from retail orders (Faire, Walmart, Etsy, etc)

Best Practice: Use "Contains" Instead of "Equals"

Some platforms like Shopify handle order sources in a case-sensitive manner, which can cause inconsistent filtering results.

Recommendation: Use the "contains" filter option rather than "equals" to ensure reliable filtering regardless of capitalization or formatting variations.

Example:

  • ✅ Source contains "pos" (captures POS, pos, Pos)

  • ❌ Source equals "POS" (might miss "pos" or "Pos")

Need Help?

If you encounter issues connecting your sales channel or have questions about filtering, our support team is ready to assist. Contact us at support@storehero.ai.