Shopify to Metabase

This page provides you with instructions on how to extract data from Shopify and analyze it in Metabase. (If the mechanics of extracting data from Shopify seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)

What is Shopify?

Shopify is an ecommerce platform for online and retail point-of-sale systems. It lets businesses set up and manage online stores, accept credit card payments, and track and respond to orders.

What is Metabase?

Metabase provides a visual query builder that lets users generate simple charts and dashboards, and supports SQL for gathering data for more complex business intelligence visualizations. It runs as a JAR file, and its developers make it available in a Docker container and on Heroku and AWS. Metabase is free of cost and open source, licensed under the AGPL.

Getting data out of Shopify

The first step to getting Shopify data into your data warehouse is pulling that data off of Shopify's servers using either the Shopify REST API or webhooks. We'll focus on the API here because it allows you to retrieve all of your historical data rather than just new real-time data.

Shopify's API offers numerous endpoints that can provide information on transactions, customers, refunds, and more. Using methods outlined in the API documentation, you can retrieve the data you need. For example, to get a list of all transactions for a given ID, you could call GET /admin/orders/#[id]/transactions.json.

Sample Shopify data

The Shopify API returns JSON-formatted data. Here's an example of the kind of response you might see when querying the transactions endpoint.

{
  "transactions": [
    {
      "id": 179259969,
      "order_id": 450789469,
      "kind": "refund",
      "gateway": "bogus",
      "message": null,
      "created_at": "2017-08-05T12:59:12-04:00",
      "test": false,
      "authorization": "authorization-key",
      "status": "success",
      "amount": "209.00",
      "currency": "USD",
      "location_id": null,
      "user_id": null,
      "parent_id": null,
      "device_id": null,
      "receipt": {},
      "error_code": null,
      "source_name": "web"
    },
    {
      "id": 389404469,
      "order_id": 450789469,
      "kind": "authorization",
      "gateway": "bogus",
      "message": null,
      "created_at": "2017-08-01T11:57:11-04:00",
      "test": false,
      "authorization": "authorization-key",
      "status": "success",
      "amount": "409.94",
      "currency": "USD",
      "location_id": null,
      "user_id": null,
      "parent_id": null,
      "device_id": null,
      "receipt": {
        "testcase": true,
        "authorization": "123456"
      },
      "error_code": null,
      "source_name": "web",
      "payment_details": {
        "credit_card_bin": null,
        "avs_result_code": null,
        "cvv_result_code": null,
        "credit_card_number": "•••• •••• •••• 4242",
        "credit_card_company": "Visa"
      }
    },
    {
      "id": 801038806,
      "order_id": 450789469,
      "kind": "capture",
      "gateway": "bogus",
      "message": null,
      "created_at": "2017-08-05T10:22:51-04:00",
      "test": false,
      "authorization": "authorization-key",
      "status": "success",
      "amount": "250.94",
      "currency": "USD",
      "location_id": null,
      "user_id": null,
      "parent_id": null,
      "device_id": null,
      "receipt": {},
      "error_code": null,
      "source_name": "web"
    }
  ]
}

Loading data into Metabase

Metabase works with data in databases; you can't use it as a front end for a SaaS application without replicating the data to a data warehouse first. Out of the box Metabase supports 15 database sources, and you can download 10 additional third-party database drivers, or write your own. Once you specify the source, you must specify a host name and port, database name, and username and password to get access to the data.

Using data in Metabase

Metabase supports three kinds of queries: simple, custom, and SQL. Users create simple queries entirely through a visual drag-and-drop interface. Custom queries use a notebook-style editor that lets users select, filter, summarize, and otherwise customize the presentation of the data. The SQL editor lets users type or paste in SQL queries.

Keeping Shopify data up to date

So, now what? You've built a script that pulls data from Shopify and loads it into your data warehouse, but what happens tomorrow when you have new transactions?

The key is to build your script in such a way that it can identify incremental updates to your data. Thankfully, Shopify's API results include fields like created_at that allow you to identify records that are new since your last update (or since the newest record you've copied). Once you've take new data into account, you can set your script up as a cron job or continuous loop to keep pulling down new data as it appears.

From Shopify to your data warehouse: An easier solution

As mentioned earlier, the best practice for analyzing Shopify data in Metabase is to store that data inside a data warehousing platform alongside data from your other databases and third-party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites Shopify to Redshift, Shopify to BigQuery, Shopify to Azure Synapse Analytics, Shopify to PostgreSQL, Shopify to Panoply, and Shopify to Snowflake.

Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to move data automatically, making it easy to integrate Shopify with Metabase. With just a few clicks, Stitch starts extracting your Shopify data, structuring it in a way that's optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Metabase.