Get your brand set up: from install to first insights

This guide walks the whole journey for a brand you run yourself, with no agency: from the first click to the day your figures are complete. Each stage links to a detailed article.

Before you start

• You need a Shopify store and permission to install apps on it (the store owner, or a staff account allowed to install apps).
• A store is only ever connected by installing Fabrik Analytics from the Shopify App Store, or by opening the app from Apps in your Shopify admin. There is nothing to copy, paste or type in.
• If your company already uses Fabrik Analytics, do not sign up. Ask the owner to invite you.

Stage 1: create your account and connect your store

There are two ways in. Both end in the same place.

A. Install from the Shopify App Store (quickest)

1. Install Fabrik Analytics from the Shopify App Store and approve the permissions Shopify shows. Every install includes your full order history.
2. Shopify sends you to the Fabrik Analytics sign-up page, which shows Store connected and your store. Your brand already exists, named after your store and using your store's currency.
3. Create your login (Create free account, or Continue with Google) and confirm your email if we ask.

Details: Install Fabrik Analytics from the Shopify App Store.

B. Sign up on fabrikanalytics.com first

1. Choose I'm a brand, give your brand's name and create your login.
2. The setup wizard opens on its Shopify step. Stay signed in, and in the same browser install Fabrik Analytics from the Shopify App Store.
3. When Shopify sends you back, the store joins the brand you made. You never get a second brand.

Details: Sign up on the website without a store.

From the moment the app is installed, new orders start arriving. Nothing older is loaded until you finish setup.

Stage 2: finish the setup wizard

The wizard is a short quick start with six steps: Shopify, Pixel & Tracking, Meta Ads, Google Ads, Klaviyo and Summary. It opens on the first step not yet done, so after an App Store install it starts at Pixel & Tracking.

1. Pixel & Tracking: accept the Data Processing Agreement, then Register web pixel and Complete. Do this now if you can: visits are only recorded from the day tracking is on. See Set up the Fabrik pixel and data processing agreement.
2. Meta Ads, Google Ads, Klaviyo: connect each with your own login and choose the account, or Skip, add later.
3. Summary: check what is connected and press Start.

Details: Finish the setup wizard.

Stage 3: what Start sets off

Pressing Start does three things at once:

• Your 14-day Pro trial starts. You get an email with the end date. See How does the free trial work?
• Your last 12 months start loading, one platform at a time (Google Ads, then Meta, then Klaviyo, then Shopify), newest days first. See How is my history loaded?
• You land on Home, which shows Loading your last 12 months with each platform's progress, and Getting set up with what is still to do.

Stage 4: work through the checklist on Home

Getting set up lists what makes your figures complete, each with a button to the exact place it is done: anything you skipped, your costs, targets, tax and currency, sales filters, your team and a scheduled report. Each item clears itself once it is really done, or you can mark an optional one Not relevant.

Details: Use the setup checklist on Home.

The two that matter most for accurate profit:

• Add your costs (Settings, Costs). Until then the P&L counts shipping, fees and overheads as nothing.
• Set targets (Settings, Financial), so the Dashboard can show pace.

Stage 5: invite your team

Open Settings, Team and choose Invite a client user. During the trial you are on Pro, which has no seat limit. On Free you have 2 seats and on Growth 10, counting invitations not yet accepted. See Invite a colleague.

Stage 6: more than one brand

If you run several brands, choose Add another brand from the menu under your name. Your brands sit together in one portfolio and share your one trial. See Add another brand you run yourself.

What you will see when it is done

• Loading your last 12 months disappears once every platform has finished.
• Getting set up disappears once every item is done or marked not relevant.
• Your Dashboard, Marketing, Products and Intelligence fill in with a full year behind them.

Troubleshooting

• The sign-up page says "Awaiting approval": your email's company domain already belongs to a brand in Fabrik Analytics, so you asked to join it instead of making a new one. See Requests to join your brand.
• "Store connected" with a note that your account does not have access: the store is already linked to another workspace. Ask its owner to invite you.
• The store did not join the brand I signed up with: you were not signed in when Shopify sent you back. Email support@fabrik.ae with your store name and the email you signed up with.