Sales Data Sync

ProductManager can sync order data from Shopify to enable powerful sales-based reports. This local sync provides fast access to sales analytics without repeated API calls.

Overview

Sales Data Sync:

  • Downloads order history from Shopify
  • Stores data locally for fast reporting
  • Enables sales quantity and revenue filters
  • Supports incremental (delta) sync

Opening Sales Sync

Access via menu: Tools > Sales Data Sync

Access Scope

Your Shopify app's permissions determine how much order history you can access:

read_orders (Standard)

  • Access to orders from last 60 days only
  • Shows as orange badge: "60-day limit"
  • Sufficient for recent sales reports

read_all_orders (Full History)

  • Access to complete order history
  • Shows as green badge: "Full history"
  • Required for year-over-year comparisons
  • Request this scope in your Shopify app settings

Sync Status Panel

The left panel shows current sync state:

Metric Description
Last Sync When orders were last synchronized
Orders Total orders in local database
Date Range Span of synced order dates
Products Unique products with sales data
DB Size Local database storage used

Never Synced

If you haven't synced yet:

  • "Never synced" appears in italics
  • No order data available
  • Sales reports will be empty

Syncing Orders

Initial Sync

For first-time sync or full re-sync:

  1. Select a From date using the date picker
  2. Or use quick buttons: 30d, 90d, 1yr, 2yr
  3. Click Start Sync

All orders from the selected date forward are downloaded.

Delta Sync (New Orders Only)

After initial sync, use delta sync for updates:

  1. Click Sync New Orders
  2. Only orders since last sync are downloaded
  3. Much faster than full sync

Delta sync button appears after your first sync.

Quick Date Selection

Button Sets From Date
30d 30 days ago
90d 90 days ago
1yr 1 year ago
2yr 2 years ago

Sync Progress

During sync:

  • Progress bar shows completion percentage
  • Status text shows current operation
  • Order count updates in real-time
  • Cancel button stops sync (keeps partial data)

Progress Details

Processing orders...
1,234 of 5,000 orders processed (25%)

Sync Results

After sync completes:

Sync complete: 5,000 orders, 1,234 products (05:23)

Shows:

  • Orders processed
  • Unique products found
  • Time elapsed

Data Management

Auto-Sync Prompts

Toggle "Enable auto-sync prompts" to:

  • Show reminder when opening sales reports
  • Prompt to sync new orders before reporting

Clear All Data

Click Clear All Data to:

  • Delete all synced order data
  • Reset to "Never synced" state
  • Free up local storage

Use when:

  • Starting fresh
  • Switching stores
  • Troubleshooting sync issues

Using Sales Data

In Advanced Filter

After sync, new filter fields appear:

Field Description
Sales Quantity Units sold
Sales Revenue Total revenue

Filter by threshold with optional date range:

  • >50 - More than 50 units sold
  • >=1000 with date range - $1000+ revenue in period

In Reports

Sales-based reports become available:

  • Best Sellers - Products by units sold
  • Revenue Analysis - Products by revenue
  • Dead Inventory - Products with no sales

Reports use synced data for fast performance.

Sync Recommendations

Sync Frequency

Use Case Recommendation
Daily reporting Daily delta sync
Weekly review Weekly delta sync
Ad-hoc analysis Sync before reporting
Historical analysis Initial sync with full history

Initial Sync Size

Period Typical Sync Time
30 days 1-5 minutes
90 days 5-15 minutes
1 year 15-60 minutes
2 years 30-120 minutes

Times vary based on order volume and network speed.

Storage Usage

  • Approximately 1 KB per order
  • 10,000 orders ≈ 10 MB
  • 100,000 orders ≈ 100 MB

Troubleshooting

"60-day limit" message

Your Shopify app only has read_orders scope:

  • Only last 60 days of orders accessible
  • Request read_all_orders for full history
  • Update app permissions in Shopify admin

Sync taking too long

  • Start with shorter date range
  • Use delta sync for regular updates
  • Check network connection

"Orders not appearing in reports"

  • Verify sync completed successfully
  • Check date range includes relevant orders
  • Try re-running the report

"Database size growing"

  • Clear data periodically if not needed
  • Limit sync date range
  • Consider shorter retention

"Sync failed" error

  • Check Shopify API status
  • Verify store connection is valid
  • Check network connectivity
  • Try again after a few minutes

"Products missing from sales data"

  • Product may have been deleted
  • Check if orders exist in date range
  • Verify sync date includes orders

Keyboard Shortcuts

Shortcut Action
Escape Close window

See Also