Getting started: 4 steps to setup success
- Loading orders and products from Shopify
- Connect Facebook & Google ads
- Manage product costs
- Set up shipping and handling costs
Step 1: Loading orders and products from Shopify
After installing, the app will immediately start loading past orders and product data from Shopify. This process usually takes between 6 to 36 hours depending on your store size.
Order loading status
You can check your order loading status by visiting: https://app.lifetimely.io/data-sync-status
If 24 hours have gone by and no orders or products are showing up in your account, let us know and we'll take a look into your account.
Step 2: Connect Facebook & Google Ads
The first real task is to connect your Facebook and Google ad accounts to pull in the marketing costs.
To connect Facebook, visit https://app.lifetimely.io/cost/show-facebook-accounts
To connect Google Ads, visit https://app.lifetimely.io/cost/show-google-accounts
If your ad accounts are in a different currency than your store, no worries! Lifetimely will automatically convert the ad cost data to your store currency. List of supported currencies
Step 3: Manage product costs
Lifetimely automatically loads all the products from Shopify, so there's no need for a manual import. Products will show up in the "Product costs" page, where product cost data is also managed.
The app first loads all the order information and data for products from Shopify that have sales, so you see might some products missing if you just installed the app.
There are fours ways to manage product costs:
- Use Shopify “cost per item” -field
- Setting product costs in the app
- Import via CSV
- Default sales margin
Option 1: Shopify's "Cost per item
Nowadays Shopify has a "Cost per item" field available for every product, which you can find from the product pricing section:
Lifetimely automatically loads this data and it will show up in the Product cost data -page, where you can also find products that don't have cost data associated with them. So if you're already using this field for all your products, there's no need for further action.
But if you've got cost data just for some of your products, head check "Default sales margin" option below.
Option 2: Setting product costs in the app
Another option is to control all the product costs inside Lifetimely, using the app cost -field.
This value has a priority over the Shopify's cost per item value, meaning that if a product has both values Lifetimely will use the app cost field.
Option 3: CSV import
Instead of manually adding costs in the app for every product, you can also do a mass import using a CSV-file.
The file needs to have just two columns: "SKU" and "Cost". When uploading the file, the app will ask which column contains SKU's and which contains the cost data.
Please note: You would need to wait for the products to be fully loaded from Shopify, before doing a CSV-import.
Option 4: Default sales margin
If you're pricing products with a fixed markup percentage, you can just use the "Default sales margin" setting. This value is calculated from the products price with taxes.
So if you've got a product that is sold at $10 price (with taxes) and your markup is 2$, your sales margin is 20%.
The default sales margin is also handy if just some of your products are missing cost data as it only applies to products that don't have costs associated with them.
We highly recommend all users to set a default sales margin value just as a backup.
Step 4: Set up shipping & handling costs
The final step is to set up shipping and handling costs for your store: https://app.lifetimely.io/cost/shipping-cost-edit
Currently, the app only has an option to set a fixed fee per country (but more robust logic is coming soon!).
To set handling costs, head to https://app.lifetimely.io/cost/handling-cost-edit where you can set two separate costs:
- Cost per order. For example, an order packing cost
- Cost per order item in an order. For example, an order picking cost
Ready to go?
Once you’ve got your data loaded and these steps in control, you're ready to go!
If you've got any further questions, feature requests (we are constantly working on new ones) or just want to say hi, don't hesitate to contact us via chat or email us to email@example.com!