Shopify Orders
Shopify Orders gives your team a searchable view of the individual purchases behind store reports. Use it to answer customer questions, confirm fulfillment or refunds, inspect product combinations, understand an order’s marketing journey, and validate a dashboard or product insight against real orders.
Navigation: Open Shopify → Orders.
Choose a store
If several stores are connected, select the store above the order list. During initial synchronization, a banner may explain that older orders are still arriving.
Search, sort, and filter
Search by order number. Select sortable column headings to change order, and use any filters passed from another Shopify report to focus on matching products, order IDs, or a period.
When the list indicates it is filtered, use Back to Orders or clear the active filter to return to the normal view.
Open order details
Order details bring the commercial, customer, product, delivery, and attribution story together so you do not have to compare several reports. Select an order to open its detail drawer. Depending on available store data, it can include:
- financial and fulfillment status;
- subtotal, discounts, shipping, tax, refunds, and total;
- customer contact information;
- products, variants, quantities, properties, and discounts;
- fulfillment and tracking information;
- attribution journey and campaign values;
- a CRM link when configured.
Missing fields usually mean the source order did not provide that information or the relevant sync has not completed.
Follow links from other Shopify pages
Linked order sets let you verify an insight before acting on it. Cross-Sell and Product Economics can link a metric to the exact matching orders, and the Orders page opens with that filter applied.
Open an order from your Shopify admin
When you are working on an order in Shopify and need Versafy’s view of it, such as the marketing journey, the products or the CRM link, you can go straight there. For example, while answering a customer in Shopify, open the order in Versafy to see which campaign brought them in.
- In your Shopify admin, open the order.
- Select More actions, then Open in Versafy under Apps.
- Versafy opens in a new tab on Shopify → Orders with that order’s details. If you are not signed in, sign in first; the order opens right after.
Keep in mind:
- The order opens once it has synced to Versafy. For a very recent order, wait a moment or refresh order data.
- Store owners who turned on Shopify sign-in are signed in automatically; see Account access. On the Turn on Shopify sign-in page you can also choose Continue without Shopify sign-in.
- If you have no Versafy account yet, open Versafy AI from Apps in your Shopify admin to finish setting up your account.
Refresh order data
Use the page refresh for the current list. For a broader historical sync, open General → Integrations → Shopify, select Sync Orders, and choose an allowed starting date. Wait for the background sync to finish.
Optional CRM settings
Optional CRM settings can turn a store order into structured follow-up for sales or service teams. If customer CRM setup appears on the Orders page, select the store, CRM connection, pipeline, stage, and lead options carefully. Test with a known order before using the workflow broadly.
CRM actions can create external records. Confirm an action’s status before repeating it.
Troubleshoot Shopify Orders
No orders appear
Confirm the store is connected and enabled, choose the correct store, clear filters, and check the initial-sync banner.
A recent order is missing
Refresh once. If still missing, start one order sync from Integrations and wait for completion.
Open in Versafy shows a notice instead of the order
The notice “The store … is not connected to this workspace” means you are signed in to a workspace that does not have this store. Sign out and sign in to the workspace the store is connected to.
Open in Versafy is missing in Shopify
The entry appears for stores that installed the Versafy AI app from the Shopify App Store. A store connected another way does not show it; open the order from Shopify → Orders in Versafy instead.
An order total differs from another report
Open the detail drawer and review discounts, refunds, shipping, tax, order state, date, and the report’s filters.