What you need for a secure connection
Use an account that can access your store admin and create separate credentials only for this analysis. Never share your personal password.
Optimisium reads only the data required for product, order and repeat-purchase analysis. It does not request permission to change products, prices, orders or ads.
Create the API connection
This method automates data transfer and reduces the risk of missing columns.
- 1
Open the integrations or API access area in Shopier.
- 2
Create a separate access key for Optimisium.
- 3
Enable order and product read access; keep write access disabled where available.
- 4
Enter the store username and generated key on the connection screen.
What do we read, and why?
Export the last 90 days as CSV
If you prefer not to provide an API connection, you can run the same analysis with a compatible order file.
- 1
Open Orders in your Shopier dashboard.
- 2
Limit the order date to the last 90 days.
- 3
Export the order list as CSV or Excel.
- 4
Keep order date, customer, product, quantity, total and currency fields.
Fields we expect in the file
Column names may differ. The upload screen matches them automatically and flags missing fields.
order_datecustomer_id / emailproduct_namequantityorder_totalcurrencyShopier connection
What if I cannot find API access?
Use the CSV method. The analysis remains the same; only data refreshes become manual.
Are cancelled orders included?
When status is present, cancelled and refunded orders are separated from the calculation.
Do I have to share customer phone numbers?
No. A consistent anonymous customer ID or email is enough for repeat-purchase matching.
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