Comparing Shopify with Converge

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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.

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Create a custom report in Shopify

To compare Shopify with Converge, you’ll need to create a custom report:

1. Go to Analytics → Reports.
2. Click New exploration.
3. Replace the default query with:

FROM sales
SHOW (gift_card_gross_sales + total_sales) AS revenue, orders
WHERE is_return_related = false AND excludes_post_order_adjustments = true
SINCE last_month
UNTIL last_month
ORDER BY revenue DESC
VISUALIZE revenue

4. Click Run.

This shows revenue and order count for the last month, matching what Converge would show for the same time range. To compare other periods, change the date in the top left of the Shopify report.

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Troubleshooting discrepancies

If your numbers don’t match, here’s what to check.

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Filters in your Shopify source

Filters can prevent certain orders from being tracked in Converge. To check for filters:

1. Go to Event sources
   in Converge.
2. Open your Shopify source.
3. Check if you have any filters enabled under Exclude orders with these tags.
4. Check if you have any filters enabled under Exclude orders from these channels.
5. Check if Filter Shopify markets enabled.

If any filters are enabled, make sure to apply the same filters in Shopify.

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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.

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Compare orders one by one

If you have the Insights module enabled, you can compare orders individually:

1. Go to Event sources
   in Converge.
2. Click on Create new insight.
3. Click Add metric and select Revenue.
4. Click Add metric and select Placed Order and aggregate by Count.
5. Click Add breakdown and select id.
6. Enable show totals under Options above your table.
7. Adjust the date range to the period you want to compare.

This gives you a list of orders with their Shopify Order ID, revenue, and order count.

To get the same list in Shopify:

1. Create a custom report in Shopify as described here
2. Go to Dimensions in the right pane of the report.
3. Click the plus sign and find Order ID.
4. Select Order ID, then click Apply.
5. Adjust the date range to match the period in your insight in Converge.

Use both lists to compare order by order. If something’s off in Converge, check the Shopify order details to see if filters, refunds, or edits explain the difference.