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
In WordPress, open Users → Profile → Application Passwords.
- 2
Create a new application password named Optimisium Read Only.
- 3
Copy the username and the one-time application password.
- 4
Confirm that this user can read WooCommerce product and order REST endpoints.
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 WooCommerce → Analytics → Orders in WordPress.
- 2
Select the last 90 days.
- 3
Download a CSV export that includes product line items.
- 4
Keep customer ID or email, date, product, quantity, total and currency.
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_totalcurrencyWordPress connection
Is WordPress alone enough?
No. Sales and order analysis requires WooCommerce or a compatible ecommerce layer.
Should I enter my normal password?
No. Use only the Application Password created for this connection.
How do I disconnect?
Revoke the Optimisium entry in the Application Passwords list on your profile.
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