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HOW TO CONFIGURE E-COMMERCE SUITE

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What is E-commerce Suite?

Octoboard E-commerce Suite is an optional data add-on for Stripe accounts and WooCommerce stores. It allows Octoboard clients to receive real-time data and events from e-commerce systems and display sales data, product and customer analytics in dashboards, automated reports, client portals. In addition, the E-commerce Suite offers automated AI insights and data connectors for Google Data Studio.

E-commerce Suite supports multi-store analytics for Stripe and WooCommerce and can report sales figures in over 140 world currencies.
Ecommerce suite overview

These are some of the E-commerce Suite data dashboards and reports that are available in Octoboard:

- E-commerce Suite overview - Overview of online sales figures

- E-commerce Suite sales dashboard - E-commerce sales by revenue type

- E-commerce Suite sales and orders - Online sales, orders and order values

- E-commerce Suite customers - Online sales customer analytics

- E-commerce Suite refunds - Online sales - refunds analysis

- E-commerce Suite products - Online sales - product analysis

- E-commerce Suite taxes - Taxes and shipping analysis

- E-commerce Suite transactions - Online sales transactions overview

- E-commerce Suite Weekly Sales Report (Report) - Key online sales metrics in a report

- E-commerce Suite sales report (Report) - E-commerce sales by revenue breakdowns in a report

- E-commerce Suite sales and orders (Report) - Online sales, orders and order values in a report

- E-commerce Suite transactions (Report) - Online sales transactions overview in a report

Accessing E-commerce Suite features

E-commerce Suite dashboards can be located in the left panel.

If the E-commerce Suite option is not visible or if you are not using E-commerce Suite and would like to hide its features, use the Settings > Add-Ons panel to modify E-commerce Suite visibility settings:

How to configure addon visibility in octoboard

How does E-commerce Suite work?

Currently, E-commerce Suite works with Stripe and WooCommerce integrations. You can use the standard Stripe and WooCommerce connections that are part of the Octoboard Core products (Octoboard for Business and Octoboard for Agencies). To connect to the standard analytics APIs, use "Add Template" or "Add Widget" options as shown below:

How to use standard ecommerce api to build reports

Using standard APIs above does not require E-commerce Suite features. With E-commerce Suite, when you connect to Stripe or WooCommerce, Octoboard starts downloading (synchronising) transaction data from online stores. Ecommerce-Suite will build analytics data cubes and real-time event handlers to make sure you see changes as soon as they occur. Octoboard will continue updating internal datasets by synchronising data with WooCommerce and Stripe.

How to connect stores to E-commerce Suite

Connecting Stripe and WooCommerce to E-commerce Suite is very easy. Open any of the E-commerce dashboards and use "Add Store" option at the top as shown here:

How to connect stores to ecommerce suite

Alternatively, go to "Left Panel > E-commerce Suite > Connections" and add new Stripe or WooCommerce connection.

Ecommerce connections in octoboard

As you add a new store, you will follow simple steps to connect each account:

Ecommerce connection wizzard

Once you have connected your stores, Octoboard will start retrieving and synchronising your account data. You will see messages in the interface that will inform you of the ongoing synchronisation process. During the synchronisation, the ecommerce data may still be displayed, but it will be incomplete until the synchronisation process finishes.

Synchronising ecommerce data in octoboard

The same "E-commerce Suite > Connections" interface can be used to disconnect (remove) Stripe and WooCommerce stores from E-commerce analytics. To remove a connection, move your mouse over "E-commerce Suite" button and select the "DELETE" option.

How to remove ecommerce suite connection from octoboard

Once you have configured the connection, you can always check its status by visiting "E-commerce Suite > Data Monitoring" option on the left.

How to check ecommerce connection status
Important: E-commerce Suite connections are visible within specific organisations (clients). If you want to display data to several organisations, you will need to connect stores multiple times. Every connection in every oganisation (client) counts towards your subscription quota (maximum number of monthly orders).

How to configure E-commerce display options

In any E-commerce Suite dashboard or report, you can change the presentation currency and the selection of stores. You can change these settings for the whole dashboard (report), as well as for individual widgets. The following image shows where to find these configuration options:

How to change ecommerce suite settings

After you have modified ecommerce settings (currency, store selection and others), you can choose to apply the new configuration to all E-commerce Suite dashboards and reports. Use the following check box to achieve that:

Applying ecommerce settings for all dashboards and reports

How to share E-commerce data

Once you have configured the data displays, you can then share your data in client portals, as reports or embedded dashboards, as well as generate automated AI data insights that can be received in Slack or by email.

For more details on data sharing in Octoboard, please read the following tutorial.

Configuring Google Data Studio connector

You can also connect your E-commerce Suite to Google Data Studio by using Octoboard E-commerce connector. This tutorial explains how to connect E-commerce Suite with Google Data Studio.

Octoboard google data studio connector for ecommerce suite

How is E-commerce Suite priced?

E-commerce Suite is priced based on the total number of paid orders in all connected WooCommerce stores and Stripe accounts in the last 30 days. If the number is higher than what is allowed in your subscription, you can either disconnect a store or upgrade your subscription.

Ecommerce suite pricing information in octoboard
Important: E-commerce Suite connections are visible within specific organisations (clients). If you want to display data to several organisations in your account, you will need to connect stores multiple times. Every connection in every oganisation (client) counts towards your subscription quota (maximum number of monthly orders).

For more details on E-commerce Suite pricing, please check this tutorial.