Introduction
If you’re comparing orders and revenue between Shopify and Converge, there are a few key differences to keep in mind:- Shopify reports gross sales as:
Gross Revenue
-Refunds
-Gift Card Revenue
. - Converge reports revenue as:
Gross Revenue
+Gift Card Revenue
. - Converge doesn’t receive or subtract refunds.
- Converge doesn’t get post-purchase order edits (like manual changes or upsells).
- If you’ve configured your Shopify Source to filter out certain tags or orders in Converge, make sure to use the same filters in your Shopify Analytics report.
Create a custom report in Shopify
To compare Shopify with Converge, you’ll need to create a custom report:- Go to Analytics → Reports.
- Click New exploration.
- Replace the default query with:
- Click Run.
Troubleshooting discrepancies
If your numbers don’t match, here’s what to check.Filters in your Shopify source
Filters can prevent certain orders from being tracked in Converge. To check for filters:- Go to Event sources in Converge.
- Open your Shopify source.
- Check if you have any filters enabled under Exclude orders with these tags.
- Check if you have any filters enabled under Exclude orders from these channels.
- Check if Filter Shopify markets enabled.
Post-order edits
Converge only gets the original order. If orders are updated after the fact, Converge won’t reflect those changes. Common updates include:- Manual edits in Shopify.
- Upsells after the initial sale.
Compare orders one by one
If you have the Insights module enabled, you can compare orders individually:- Go to Event sources in Converge.
- Click on Create new insight.
- Click Add metric and select Revenue.
- Click Add metric and select Placed Order and aggregate by Count.
- Click Add breakdown and select id.
- Enable show totals under Options above your table.
- Adjust the date range to the period you want to compare.
- Create a custom report in Shopify as described here
- Go to Dimensions in the right pane of the report.
- Click the plus sign and find Order ID.
- Select Order ID, then click Apply.
- Adjust the date range to match the period in your insight in Converge.