Advanced Analytics for ShipStation

Advanced Analytics for ShipStation, powered by Zoho Analytics, empowers you with robust data analysis and reporting capabilities. Gain valuable insights by analyzing your ShipStation data to make informed decisions, enhance operational efficiency, and drive growth in your shipping and logistics processes.

The connector comes with a unique set of hand-picked reports and dashboards that enables you to jumpstart your analytics easily.

General

1. What is Zoho Analytics?

Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.

It offers the following important capabilities:

Complete Online Business Intelligence and analytics service, accessible anytime, anywhere!
Easy to adopt a spreadsheet-like interface with powerful drag & drop based reporting features for quick report creation.
Visual Analysis capability for in-depth analysis and to slice & dice your data.
Supports a wide range of reporting capabilities like Dashboards , Charts , Pivot Tables , Summary Views , and simple Tabular Views .
Supports the creation of KPI widgets in dashboards to analyze the performance.
Supports data import from a variety of file formats like Excel , JSON , HTML , etc. Also supports data import from cloud storage and Web URLs. Supports periodic scheduling of importing data .
Integrated with a suite of Zoho products such as Zoho CRM , Zoho Desk , Zoho Projects , Zoho BugTracker , Zoho Books , etc.
Integrated with popular business applications like Facebook Page , Facebook Competitive Analytics, Twitter , etc.
You can also integrate your own applications with Zoho Analytics using Zoho Analytics API .
Integrated with Zapier to power up import from over 500+ apps.
Blend & merge data from across different sources to create meaningful business reports.
With an advanced formula engine, you can derive key business metrics from your data.
Supports SQL (Structured Query Language) driven querying for powerful report creation.
Real-time collaboration by sharing data and reports with your colleagues & friends, in either read or read-write modes.
Export and Print reports in a variety of formats. Notify reports via email .
Publish reports for wider consumption. Embed reports within your websites, web applications and blogs.
Highly secure as all users login only over HTTPS (SSL connection).
All your data and reports are hosted in highly secure data centers. (Refer Security and Privacy )
Supports Logo Rebranding .

2. Why Advanced Analytics connector for ShipStation?

A full-featured business intelligence (BI) and reporting tool that can slice can dice Instagram profile data, to create any report or dashboard you require.

Create your own reports and dashboards based on not only your Zoho SalesIQ data but also by blending data from other data sources.
Blend Data - Build cross-functional visualizations to extract end-to-end insights by combine\ing data from a wide range of business applications.
Ask Zia - Workspace is trained for Ask Zia, an intelligent assistant, which can answer your question in immediately.
Share reports and dashboards with your colleagues.
Set up Alerts to get notifications on the immediate changes in your key business metrics.
Schedule and email your reports whenever you want.
Export your reports as PDF, HTML, Excel, CSV and image files.
Embed your reports on websites, blogs, etc.

3. Who can use the ShipStation connector?

Users with paid accounts of Zoho Analytics (at least the Basic plan) and any account of ShipStation can avail this connector.

Pricing and Trial

1. How much does this connector cost?

ShipStation Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at $25 per month. Click to learn more about Zoho Analytics pricing .

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of set up.

3. What do you mean by 'Users' in the (connector) pricing plan?

Any individual with whom you share your workspace, tables (data), reports and dashboards, created in Zoho Analytics for collaboration is considered a 'User' in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account is registered. Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other people. Now your Zoho Analytics account is said to have 5 users (including yourself).

4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?

In Zoho Analytics, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data that has the same structure.

For example, In the Tickets table, each row would represent a single tickets' record such as created at, resolved at, due date, resolution time etc. The number of rows calculated for pricing is the sum of all rows/records stored across all your Workspace tables in your Zoho Analytics account.

Setup

1. Who can setup the Advanced Analytics Connector for ShipStation?

The Account Administrator and the Organization Administrators can set up the Advanced Analytics connector. Click here to learn about Managing Users .

The credentials of the Administrator who set up the connector, will be used for establishing any connections with source application by other administrators.

2. How do I setup the Advanced Analytics connector for ShipStation?

3. How long should I wait for my ShipStation data to initially appear in Zoho Analytics?

After configuring this connector, you might have to wait for some time for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch has completed, it will not display any data.

4. What are the modules and fields in ShipStation that will be synchronized in Zoho Analytics Workspace?

Modules	Fields
Stores	Store ID, Store Name, Marketplace ID, Account Name, E-mail, Integration URL, Is Active, Company Name, Phone, Public E-mail, Website, Refresh Date, Last Refresh Attempt, Create Date, Modify Date, Is Auto Refresh
Store Status Mappings	Store ID, Order Status, Status Key
Orders	Order ID, Order Number, Order Key, Order Date, Create Date, Modify Date, Payment Date, Ship by Date, Order Status, Customer ID, Order Total, Amount Paid, Tax Amount, Shipping Amount, Customer Notes, Internal Notes, Is Gift, Gift Message, Payment Method, Requested Shipping Service, Carrier Code, Service Code, Package Code, Confirmation, Ship Date, Hold Until Date, Weight Value, Weight Unit, Weight Unit ID, Insurance Provider, Is Insured Shipment, Insured Value, International Contents, Non Delivery, Ship From Location ID, Non Machinable, Saturday Delivery, Contains Alcohol, Store ID, Custom Field1, Custom Field2, Custom Field3, Source, Bill To Party, Bill To Account, Bill To Zipcode, Bill To Country code, Bill To My Other account, User ID, Is Externally Fulfilled, Externally Fulfilled by, Bill To Address Name, Bill To Address Company, Bill To Address Street1, Bill To Address Street2, Bill To Address Street3, Bill To Address City, Bill To Address State, Bill To Address ZipCode, Bill To Address Country, Bill To Address Phone, Bill To Address Is Residential, Is Bill To Address Verified, Ship To Address Name, Ship To Address Company, Ship To Address Street1, Ship To Address Street2, Ship To Address Street3, Ship To Address City, Ship To Address State, Ship To Address Zipcode, Ship To Address Country, Ship To Address Phone, Ship To Address Is Residential, Is Ship To Address Verified
Order Items	Orderitem ID, Lineitem Key, SKU, Item Name, Order ID, Quantity, Unit Price, Item Tax amount, Item Shipping Amount, Product ID, Adjustment, Item Create Date, Item Modify Date, Image URL
Customs Items	Customsitem ID, Description, Order ID, Customs Quantity, Customs Value, Harmonized Tariffcode, Country Of Origin
Marketplaces	Marketplace Name, Marketplace ID, Can Refresh, Is Custom Mappings Supported, Is Custom Statuses Supported, Can Confirm Shipments
Carriers	Carrier Code, Carrier Name, Account Number, Is Funded Account Required, Balance, Nick Name, Shipping Provider ID, Is Primary
Services	Carrier Code, Service Code, Name, Is Domestic, Is International
Packages	Carrier Code, Package Code, Name, Is Domestic, Is International
Customers	Customer ID, Customer Name, Company, Street1, Street2, City, State, Zip Code, Country Code, Phone, Customer E-mail, Customer Address Verified Status, Create Date, Modify Date
Marketplace User Names	Customer User ID, Customer ID, Marketplace ID, User Name, Create Date, Modify Date
Users	User ID, User Name, Name
Ship From Locations	Ship From Location ID, Ship From Location Name, Create Date, Is Default, Origin Address Name, Origin Address Company, Origin Address Street1, Origin Address Street2, Origin Address Street3, Origin Address City, Origin Address State, Origin Address Zipcode, Origin Address Country, Origin Address Phone, Origin Address Is Residential, Is Origin Address Verified, Return Address Name, Return Address Company, Return Address Street1, Return Address Street2, Return Address Street3, Return Address City, Return Address State, Return Address Zipcode, Return Address Country, Return Address Phone, Return Address Is Residential, Is Return Address Verified
Fulfilments	Fulfilment ID, Order ID, User ID, Customer E-Mail, Tracking Number, Create Date, Ship Date, Delivery Date, Void Date, Fulfillment Fee, Marketplace Notified, Notify Error Message, Ship To Address Name, Ship To Address Company, Ship To Address Street1, Ship To Address Street2, Ship To Address Street3, Ship To Address City, Ship To Address State, Ship To Address Zipcode, Ship To Address Country, Ship To Address Phone, Ship To Address Is Residential, Is Ship To Address Verified
Products	Product ID, SKU, Name, Price, Width, Length, Height, Weight in Oz, Fulfillment SKU, Create Date, Modify Date, Is Active, Warehouse Location, Default Carrier Code, Default Service Code, Default Package Code, Default International Carriercode, Default International Servicecode, Default International Packagecode, Default Confirmation, Default International Confirmation, Customs Description, Customs Value, Customs Tariff Number, Customs Country Code, Category ID, Category Name
Shipments	Shipment ID, Order ID, User ID, Create Date, Ship Date, Shipment Cost, Insurance Cost, Tracking Number, Is Return Label, Batch Number, Ship From Location ID, Is Voided, Void Date, Is Marketplace Notified, Notify Error Message, Carrier Code, Service Code, Package Code, Weight Value, Weight Unit
Shipment Items	Orderitem ID, Product ID, Quantity, Unit Price, Order ID, Shipment ID

5. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import process of your ShipStation data can sometimes fail for a variety of reasons. Hence, you may receive such emails occasionally.

You will receive the 'Integration Setup Failed' mail when there is a failure during the initial fetch. In this case, we request you to:

Open the Workspace in which you have set up the connector.
Click the Data Sources button in the Explorer tab.
In the Data Sources page that opens click the Retry Now link. If the issue persists please do write to support@zohoanalytics.com . We will look into it and get back to you immediately.

Note: The Account Administrator and the Organization Administrator can use the Retry Now link to resume the integration process.

6. I got this email which said 'ShipStation Data Synchronization Failure'. What should I do?

Data sync may sometimes fail due to a variety of reasons such as Authentication Failure, your business application is down etc. In that case, you will receive the "Data Synchronization Failure" mail with the reason for the failure and its solution. Click here to learn more about Synchronization Error Failures and its solutions.

7. How frequently can I synchronize my data with Zoho Analytics?

You can synchronise your ShipStation data with Zoho Analytics once per day at a specific time that you select.

8. Can I edit the ShipStation Advanced Analytics connector's synchronization setting?

Yes, you can edit the ShipStation connector synchronization setting. The Account Administrator and the Organization Administrators can edit this setup. To do this,

Open the corresponding ShipStation Advanced Analytics Workspace in Zoho Analytics.
Click Data Sources on the left panel.
In the Data Sources page that opens, click Edit Setup .
The Edit Setup - ShipStation dialog will open. Modify the settings as needed.
Click Save . The synchronization setting will be modified and data will be synced in the next synchronization interval.

Note : The credentials of the Administrator who set up the connector will be used for establishing any connections with source application by other administrators.

9. Can I view the data sync history?

Yes, the Account Administrator and the Organization Administrator can view the data sync history. Follow the below steps to view the data sync history.

Open the corresponding ShipStation Analytics Workspace in Zoho Analytics.
Click Data Sources on the left panel. All the data sources of the workspace will be listed.
Click ShipStation . The Data Sources page for ShipStation will open.
In the Data Sources page that opens, click Sync History .
A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.
Click the date to view more details.

Time - Displays the time when the data is synced.
Status - Shows whether the sync was a success or a failure.In case of failure, the reason will be displayed. Refer to this page to learn how to resolve the issue and avoid further failure.

10. Can I set up the ShipStation Advanced Analytics connector in any other existing Workspace or in any other Advanced Analytics Workspace?

Yes, you can setup ShipStation Advanced Analytics connector in any of the existing Workspaces or in any of the Advanced Analytics Workspaces to analyze data together. This allows you to blend diverse data sets and analyze them together.

Refer to the Cross-Functional Analytics section for more details on this.

11. Can I add/modify data in the ShipStation Analytics data tables within Zoho Analytics?

No, you cannot add/modify data in the ShipStation data tables. Data from ShipStation application will automatically get synced into Zoho Analytics in the different tables. You cannot edit any of this data or add new data records from within Zoho Analytics.

However, you can add new tables and import data into there. You can then create reports combining data in those tables with the data from ShipStation.

12. Can I add new columns to the ShipStation data tables within Zoho Analytics?

No, you cannot add new columns. But, you can add Formula and Aggregate Formulas columns (i.e., calculated fields) to these tables to help you create powerful reports. Refer to Adding Formulas to know more about this.

13. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing ShipStation Workspace.

With this feature, you can import data from other sources, or add them manually into your Workspace to analyze and create reports combining this with your ShipStation data. You can also import data from other business applications like ShipStation, Salesforce CRM etc.

Refer:

14. Can I transfer my connector to another admin account?

Yes, the ShipStation connector in your account can be transferred to another Administrator in the Organization.

Account Transfer: An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. Click here to know more about Managing Organizations.
Leaving the Organization: An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
Transfer connector : Write to support@zohoanalytics.com , if the organization administrator continues to be part of the organization but wishes to transfer the ShipStation connector to another user(Organization Administrator).

15. Can I re-authenticate my ShipStation account in Zoho Analytics?

Yes, only the Administrator who created the connector setup can re-authenticate. Follow the below steps to re-authenticate,

Open the corresponding ShipStation Advanced Analytics Workspace in Zoho Analytics.
Click Data Sources on the left panel.
In the Data Sources page that opens, click Re-Authenticate .
Click Re-authenticate ShipStation . You will be prompted to provide the credentials.
Enter your credentials and re-authenticate your account. Your account will be successfully authenticated.

16. Can I track the action by all users in the connector workspace?

Yes, you can track all activities performed in Connector-configured workspaces by all users, using Audit History. The Account Administrator and the Organization Administrators can view the audit history.

Follow the below steps to do so.

Open the corresponding ShipStation Advanced Analytics Workspace in Zoho Analytics.
Click Data Sources on the left panel.
The Data Sources page will open. Click Audit History .
A dialog with audit history for the last 180 days will open with the following information.:

Date and Time of the action
Action done
User who performed the action

The following are the actions that are logged in Zoho Analytics.

User Actions
- Create - Connector setup created
- Edit Setup - Edit connector setup to do the following changes.
  - Modules Added
  - Modules Removed
  - Fields Added
  - Fields Removed
  - Schedule Change and
  - Entities (Campaigns, Org, Handles) Modified
- Delete - Remove integration
- Take Ownership - Transferred connector to other admin.
- Re-authenticate - Re-authenticate business app
- Sync Now - Sync data instantly
- Retry Now - Retry to import data after initial setup failure
- Connector Activated (when you upgrade from Basic plan to Standard plan)
- Connector Disabled (when you downgrade from Standard plan to Basic plan)
System Event - Any action done by Zoho Analytics
- The Connector is automatically deleted when you downgrade to free plan.
- The Connector is automatically restored when you upgrade from free plan to a higher plan.
- The Connector is automatically deactivated when you downgrade your plan.
- The Connector is automatically activated when you upgrade to a higher plan.
- The Connector is manually restored by the Zoho Analytics support.
- Data synchronization schedule automatically changed to interval supported to your new pricing plan.

17. How can I remove the Integration?

The Account Administrator and the Organization Administrators can remove the connector integration from the Data Source page.

To remove the integration,

Open the corresponding ShipStation Advanced Analytics Workspace in Zoho Analytics.
Click Data Sources on the left panel.
Hover the mouse over the Data Source name in the left corner. A Settings icon will appear.
Click the Settings icon.
Select Remove Data Source .

The data synchronization from ShipStation in this Workspace will be removed. However, you will still be able to access this Workspace with existing data.

Reporting Features

1. In which modules of ShipStation can I create reports?

Zoho Analytics will synchronize the data specified in this question into the ShipStation Analytics workspace. You can create reports using this data.

2. How do I create my own reports with this connector?

3. Can I create reports using the columns from different tables?

Yes, you can create reports using the columns from different tables. All the modules (tables) from ShipStation will be linked by default. You can create reports by simply dragging and dropping the required columns into the reports designer.

4. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

Charts
- Pie
- Bubble
- Packed Bubble
- Bubble Pie
- Bar
- Stacked Bar
- Histogram
- Butterfly
- Line
- Smooth Line
- Scatter
- Combination
- Geo Map Chart
- Area
- Stacked Area
- Web
- Funnel
- Doughnut
- Word Cloud
- Table View
Pivot tables (Matrix Views)
Summary view
Tabular view
KPI Widgets
- Single Numeric Widget
- Dial Chart Widget
- Bullet Chart Widget
Dashboards (multiple reports arranged in the same page)

5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the ShipStation Connector, set of default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your help data effectively.

6. What is Ask Zia? How can I create reports using Zia?

Zia is Zoho's Intelligent Assistant. Ask Zia understands your questions asked in plain English and gets you powerful insights as answers in the form of attractive and relevant visualizations.

You can simply Ask Zia questions and it will interpret these questions, fetch data from the relevant tables, and generate the most appropriate reports immediately.

7. What are Formulas in Zoho Analytics?

Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used for reporting and analysis. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports.
Refer to Formula Column in Zoho Analytics to know more.

8. What are the default formulas that gets added by Zoho Analytics on setting up this connector?

The below table lists all the default formulas that will be created in the Customers table.

Formula Name	Formula Type	Formula	Description
Full Name	Aggregate Formula	concat("First Name",' ',"Last Name")	Displays the full name of the customer.

The below table lists all the default formulas that will be created in the Orders table.

Formula Name	Formula Type	Formula	Description
Total Inc Tax Excluding Refunds	Aggregate Formula	"Total Inc Tax"-"Refunded Amount"	Displays the net Inc Tax excluding Refunds.
No. of Days to Ship	Aggregate Formula	days_between( "Created Time","Shipped Time")	Calculates the total number of days taken to ship the product.

The below table lists all the default formulas that will be created in the Order Shipping Address table.

Formula Name	Formula Type	Formula	Description
Avg Per Item Shipping Cost	Aggregate Formula	"Cost Inc Tax"/"Items Total"	Calculates the Average cost of shipping an item.

The below table lists all the default formulas that will be created in the Products table.

Formula Name	Formula Type	Formula	Description
Profit	Aggregate Formula	"Sale Price"-"Cost Price"	Calculates the total profit earned from a product.
Profit Margin	Aggregate Formula	("Sale Price"-"Cost Price")*100/"Sale Price"	Calculates the profit margin of a product.

9. Can I create my own custom formulas in Zoho Analytics? If yes, how do I create?

Yes, you can create your own custom formulas in Zoho Analytics. To know how to create your own formulas, refer to the Adding Formulas in Zoho Analytics help page.

10. Can I combine/blend data from other sources with the data from ShipStation to create reports and dashboards?

Yes, you can combine data from other sources with your ShipStation data for analysis.

To do this, you need to add/import a new data table into the ShipStation Advanced Analytics Workspace as explained in the previous question and then define a look-up to join it with the table from ShipStation .

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from ShipStation along with the data from any other source.

Open the corresponding table, right-click the column header, and select Change to Lookup Column.
In the Change to Lookup Column dialog that opens, select the column to look up.
Click OK.

Click to learn more about Lookup Column

11. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.

12. What are Query Tables?

Zoho Analytics allows you to drive the data required by writing standard SQL SELECT Queries. This feature is called Query Tables. With Query Tables, you can also combine data from different tables and create reports from the same. Click here to know how to create Query Tables in Zoho Analytics.

Cross-Functional Analytics with Popular Business Applications/Other Data Sources

1. What are the popular business applications/other data sources that I can integrate this connector with?

You can integrate and perform cross-functional analytics with most business applications / other data sources that Zoho Analytics integrates with.

2. How can I analyze the data from the third-party business applications/other data sources along with ShipStation?

To import data from business apps,

Open the Workspace in which you have setup the connector.
Click the Import Data button.
In the Create New Table tab that opens, select the application or data source that you wish to import.
Provide the necessary authentication.
Select the necessary Modules and Fields.
Select the Schedule Import Option.
Click Create. Data from the selected application will be imported into a new table in the ShipStation Advanced Analytics workspace.

3. Will a lookup relationship between the related modules from ShipStation and other third-party applications be created automatically?

A lookup relationship will not be created automatically between the ShipStation modules and the modules of the application that you are trying to import. You will have to manually link the tables using a lookup relationship.. Click here to learn more about Joining Tables .

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?

You can easily share the reports that you create with the other users in your organization. Refer to the Sharing and Collaboration help page for more details on this.
Once you privately share a report with your colleagues they will be able to access the reports as you do. Accessing Shared Views to know how to access the reports.

2. What are the user roles available in Zoho Analytics?

Zoho Analytics offers four user roles - Account Administrator, Organization Administrator, Workspace Administrator, and User. Click to know more about the Zoho Analytics Managing Organizations and Manage Users .

3. Why can't other users edit the reports that I have shared with them?

This is the expected behavior. Only when the users to whom the reports are being shared is set as a Workspace Administrator, they will be able to edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. To know more about user role, click here .

4. Can I share the same report created, to multiple users with different criteria associated so that they see different data?

Yes, you can. Refer to the topic Apply filter criteria .

5. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more .

6. How can I print the reports & dashboards created in Zoho Analytics?

To print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more .

Note:
If you are a user with whom a report has been shared and you want to take a print, ensure that you have been provided the Export permission by the Administrator to the report. Only then will you be able to print the report.

7. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

If you are the Administrator of the Zoho Analytics or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the Emailing Views section.

8. Can I embed/create permalink for reports & dashboards created in Zoho Analytics?

Yes, you can embed/create permalink for reports & dashboards. You can also create a slideshow of views. Refer to the Publishing Options section to learn how to do this.

Solutions

1. Does Zoho Analytics offer Embedded Analytics or rebranding?

Yes, Zoho Analytics supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding .

Help & Support

1. How do I get technical support on Zoho Analytics?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com .

You can also reach out to us on our toll-free numbers.

United States : +1 (888) 900 9646
United Kingdom : +44 (20) 35647890
Australia : +61-2-80662898
India : +91-44-6965 6060

2. Can I have someone from Zoho do a demo for me?

Yes, certainly. Register for a demo in this page .