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 comes with a Google Data Studio connector that would allow you to view data insights and metrics from multiple stores in a selected currency.
We recommend connecting E-commerce Suite to your WooCommerce stores or Stripe accounts in Octoboard first. We offer two products. Please make sure you select the correct URL to log into your product:
Once you have connected Stripe or WooCommerce and Octoboard has synchronised your store data, you will see the data in Google Data Studio.
For more details on how to configure E-commerce Suite, please read this E-commerce Suite tutorial.
Once you have connected your stores, you can create a Google Data Studio connection.
Start from locating Ecommerce Suite connector in Google Data Studio.
and proceed to authorisation with Octoboard. You will be asked to enter your E-commerce Suite access key.
To find your access key, log into your account and navigate to Left Panel > E-commerce Suite > Configuration.
There are two access keys to select from - the master key and the organisation key. All eCommerce datasets in Octoboard are visible within a selected organisation (client). If you use the Master access key in your Google Data Studio connector, you will have access to all E-commerce Data Suite datasets of your Octoboard account. If you select the Organisation access key, you will have access to the datasets of the selected organisation (client).
If you can not see E-commerce Suite in the left panel of Octoboard application, this means it is hidden from the list of active add-ons. Use Left panel > Configuration > Add-ons to make E-commerce Suite visible again. The following image shows how to locate the option:
For more details on enabling E-commerce Suite in Octoboard, please check our tutorial on configuring E-commerce Suite in Octoboard.
Once you have entered your access key, Octoboard will verify if your Google account email address is known to Octoboard account that you are trying to access. If your Google email address is not known, you will receive a notification from the system saying that "Provided email address is not known to the selected Octoboard account":
If you receive this message, you will need to make sure you add your email address to the list of members of any Octoboard organisation (client) in your Octoboard account. For more details on how to invite a team member to Octoboard, please visit this tutorial.
We offer two products. Please make sure you select the correct URL to log into your product and invite new users to the correct application:
Once your email address and access key are validated, you will be asked to enter the following parameters:
- Organisation in your Octoboard account: you can access data of one Octoboard organisation (client) at a time. Use this parameter to select the organisation you would like to access.
- Presentation currency: since we will be combining data from multiple online stores or accounts, we will need to select the presentation currency. Octoboard will use daily foreign exchange rates to automatically calculate correct values in the selected currency.
After this step, you will be presented with the list of fields available in the Octoboard E-commerce Suite.
And finally, you can select our default E-commerce Google Data Studio template that will display your key sales performance metrics with filters by store, country and other parameters.
If you have not finished synchronising your stores data in Octoboard yet, you will see the "No data" message in the report:
Once data resynchronisation is complete, you will be presented with data from selected or all data stores displayed in the selected presentation currency:
For more details on how to configure E-commerce Suite in Octoboard, please read this E-commerce Suite tutorial.