LinkyFlow ships with templates so you can get value quickly. Each dashboard is editable and can be saved as your own version.
- [Track 1 symbol](./symbol-tracking-post-order) - [Portfolio snapshot](./excel-wallet-dashboard-visualizing-assets-in-your-currency) - [Funding flows insights](./explore-dividend-earnings-binance-excel-insights-analysis-your-currency) - [Track multiple symbols](./trading-dashboard-multiple-symbols-excel) - [Compare exchanges for one symbol](./track-symbol-multiple-exchanges)
These dashboards work with Binance and other supported exchanges (HTX, Coinbase, OKX, Bybit, Gate.io, Bitget, MEXC, and Upbit).

Ready-to-use Excel dashboards for LinkyFlow.

Dashboards (Exchange templates)

Welcome to the LinkyFlow documentation. Choose the service you want to connect to Excel and follow the quick-start steps.

## LinkyFlow (Exchanges)
LinkyFlow connects Excel to crypto exchanges so you can track portfolios, build dashboards, and place orders in one spreadsheet.
- Supported exchanges: Binance, HTX (Huobi), Coinbase, OKX, Bybit, Gate.io, Bitget, MEXC, Upbit. - Best for: trading dashboards, portfolio snapshots, and market data workflows.
Get started:
- [Install the LinkyFlow add-in](/docs/download-addin) - [Connect your exchange API keys](/docs/set-up-binance-api-key) - [Explore dashboard templates](/docs/exchange-dashboards)

## Shopify connection
The Shopify connection connects Excel to Shopify through LinkyFlow so you can manage products, inventory, and orders at scale.
- Install the Shopify app and the Excel add-in. - Best for: catalog updates, merchandising, and bulk operations.
Get started:
- [Install the Shopify connection in Excel](/docs/shopflow-installation)

Start here to install LinkyFlow and choose the connection workflow you need.

Documentation

LinkyFlow is the Excel add-in for crypto exchanges. It connects your spreadsheets to real-time market data and your own account so you can analyze, monitor, and trade from one place.

**Supported exchanges:** Binance, HTX (Huobi), Coinbase, OKX, Bybit, Gate.io, Bitget, MEXC, Upbit. More connections will be added over time.

**What you can do:**
- Live prices, order books, and market depth - Portfolio snapshots in your currency - Dashboards for symbols, funding flows, and multi-exchange comparisons - Trading actions (when you enable trading permissions)

**Next steps:**
- [Install LinkyFlow](./download-addin) - [Connect your exchange API keys](./set-up-binance-api-key) - [Explore dashboards](./exchange-dashboards)

Connect Excel to crypto exchanges to track wallets, build dashboards, and trade.

LinkyFlow for Exchanges

**One-click install (Excel desktop)**
[Open LinkyFlow in Excel](ms-excel:https://api.addins.store.office.com/addinstemplate/en-US/00000000-0000-0000-0000-000000000000/WA200006362/none/LinkyFlow.xlsx?omexsrctype=1&isexternallink=1)
If the button does not open Excel, install from AppSource: [Install LinkyFlow from AppSource](https://appsource.microsoft.com/en-us/product/office/WA200006362?tab=Overview)

**Manual install in Excel**
#### For Excel 2016, 2019, 2021, and Microsoft 365
1. Open Excel and navigate to the **Insert** tab. 2. Click **Get Add-ins** (or **Home > Add-ins > More Add-ins**). 3. In the Office Add-ins store, search for **LinkyFlow**. 4. Click **Add** to install the add-in. 5. If prompted, sign in with your Microsoft account and follow the instructions.
#### For Excel 2013
1. Open Excel and go to the **Insert** tab. 2. Click **Apps for Office** or **My Apps**. 3. Search for **LinkyFlow** and follow the prompts to install.
Once installed, you will find LinkyFlow in your add-ins list.

One-click install and manual steps for LinkyFlow in Excel.

Install the LinkyFlow Add-in

## Connect exchange API keys
LinkyFlow works with multiple exchanges. The steps are similar everywhere: create an API key, keep the secret safe, and enable only the permissions you need.

### Binance
To create the key, follow Binance's guide: [https://www.binance.com/fr/support/faq/comment-créer-des-clés-api-sur-binance-360002502072](https://www.binance.com/fr/support/faq/comment-cr%C3%A9er-des-cl%C3%A9s-api-sur-binance-360002502072)
In summary, log in to <https://www.binance.com/fr/my/settings/api-management> and open **API Management**.
![Binance menu with gestion api](https://res.cloudinary.com/dy07rxvhu/image/upload/v1687093007/public/blog/Comment%20afficher%20ses%20wallets%20transactions%20Binance%20directement%20depuis%20Excel/Untitled_3_hdv7dp.png)
Click **Create API** in the upper right corner.
![Button to create a Binance API key](https://res.cloudinary.com/dy07rxvhu/image/upload/v1687093017/public/blog/Comment%20afficher%20ses%20wallets%20transactions%20Binance%20directement%20depuis%20Excel/Untitled_4_ntgqzo.png)
Choose **System-generated** to keep it simple.
![Binance API key generation options](https://res.cloudinary.com/dy07rxvhu/image/upload/v1687093021/public/blog/Comment%20afficher%20ses%20wallets%20transactions%20Binance%20directement%20depuis%20Excel/Untitled_5_evqd00.png)
Enable **Read** permissions (and **Spot & Margin Trading** only if you plan to place orders).
![Result of Binance API key generation](https://res.cloudinary.com/dy07rxvhu/image/upload/v1687093028/public/blog/Comment%20afficher%20ses%20wallets%20transactions%20Binance%20directement%20depuis%20Excel/Untitled_6_v99btv.png)

### HTX (Huobi)
1. Go to <https://www.htx.com/en-us/apikey/> and create a new API key. 2. Start with **Read** permission only, then add trading permissions if needed.

### Add the key to LinkyFlow
In Excel, open **LinkyFlow > Settings** and paste your API Key and Secret Key.
- **API Key** goes into “API Key”. - **Secret Key** goes into “Secret Key”.
Then click **Save**.
![Excel add-in with API keys filled](https://res.cloudinary.com/dy07rxvhu/image/upload/v1702199272/public/blog/Comment%20afficher%20ses%20wallets%20transactions%20Binance%20directement%20depuis%20Excel/apikey_binance_wc1pam.png)

Add your exchange API key to access your wallets and reports.

Connect exchange API keys (Binance, HTX, ...)

You now have an API key, so let's review the permissions and what they mean.
![List of api keys to check](https://res.cloudinary.com/dy07rxvhu/image/upload/v1706684763/public/docs/API_permissions_m4zp9t.png)

**API restrictions**
- **Enable Reading:** Required to access account data. - **Enable Spot & Margin Trading:** Needed only if you want to place orders from Excel. - **Enable Futures:** Required only for futures trading. - **Enable Withdrawals:** Not required for LinkyFlow. Keep disabled for safety. - **Enable Internal Transfer / Universal Transfer / Symbol Whitelist:** Optional advanced settings.

**IP access restrictions**
- **Unrestricted (less secure):** Allows any IP address. - **Restrict to trusted IPs (recommended):** More secure, but requires a fixed IP.
LinkyFlow runs through AWS servers (Frankfurt). If you need a fixed IP for your exchange, contact us and we will help you.

**Recommended setup for LinkyFlow**
- **Enable Reading** to access your portfolio and reports. - **Enable Spot & Margin Trading** only if you want to create orders from Excel.
It's fine to start with a read-only key and upgrade later if you need trading.

Understand API permissions and choose the safest setup for LinkyFlow.

Exchange API permissions

With your exchange connected, you can build dashboards in minutes using the Page Builder.
1. In Excel, open the **LinkyFlow** tab and select **Page**. 2. Pick a template (single symbol, portfolio snapshot, funding flows, multi-symbol watchlist, multi-exchange comparison). 3. Customize the tables and charts to match your workflow. 4. Save your page configuration for reuse.
Tip: templates are fully editable, so you can duplicate a page and adapt it to new symbols or exchanges.

Use templates to generate LinkyFlow dashboards and customize them in Excel.

Build dashboards with the Page Builder

**Overview:** This dashboard tracks a single symbol with market depth, ticker context, and account history. It works with Binance and other supported exchanges.

**Preview:**
![Page symbol ADAEUR](https://res.cloudinary.com/dy07rxvhu/image/upload/v1707802422/public/pages/home/Page_ADAEUR_qeasjf.png)

**Key features:**
- Real-time market data for one symbol - Account context (balances and orders) on the same sheet - Customizable reports and inputs

**Exchange reports:**
- **OHLC data** (*getOHLCV*): Open, High, Low, Close and volume. - **Market depth** (*getOrderBook*): Order book depth for liquidity insights. - **Ticker statistics** (*getTicker24h*): 24-hour stats for the symbol. - **Recent public trades** (*getTrades*): Latest market trades. - **Account balances** (*myBalances*): Your portfolio balances. - **Account orders** (*myOrders*): Your recent order history on the symbol.

**Inputs:**
- Symbol selection - Private link (for account reports)

**Actions:**
- Refresh market and account tables on demand

**Notes:**
- Private reports require a valid API link with read permissions.

Track a single trading pair with market and account context in Excel.

Track 1 symbol

**Overview:** This dashboard gives you a practical account snapshot with positive balances, recent deposits, and recent withdrawals.

**Preview:**
![Snapshot of my positions in Binance](https://res.cloudinary.com/dy07rxvhu/image/upload/v1708087777/public/docs/page_snapshot_b1zbkn.png)

**Key points:**
- Visualize positive balances and asset distribution. - Review account funding activity in one page. - Keep a chart view for quick distribution analysis and tables for details.

**Exchange reports:**
- **Spot balances** (*myBalances*): current balances per asset. - **Deposits** (*myDeposits*): recent account funding transactions. - **Withdrawals** (*myWithdrawals*): recent outgoing account flows.

**Notes:**
- This template focuses on endpoints that are already exposed across the current exchange query layer.

Visualize your exchange portfolio in Excel with balances, positions, and distribution insights.

Portfolio snapshot

**Overview:** Explore your account funding flows with this dashboard, grouped by asset and direction (deposits vs withdrawals).

**Preview:**
![Excel reports to visualize your funding flows](https://res.cloudinary.com/dy07rxvhu/image/upload/v1708088806/public/docs/page_dividend_hlenpp.png)

**Key points:**
- Analyze deposits and withdrawals by asset. - Track net flow over your selected period. - Keep detailed funding records for audit and decisions.

**Reports:**
- **Deposits report** (*myDeposits*): incoming funding flows. - **Withdrawals report** (*myWithdrawals*): outgoing funding flows. - **Balances report** (*myBalances*): current positive balances.

**Data source:**
- Uses the currently exposed private account endpoints in the exchange query layer.

**Note:**
- Keep this dashboard updated to monitor account cashflow trends over time.

Explore deposits and withdrawals with a detailed Excel dashboard powered by exchange data.

Funding flows insights

**Overview:** This dashboard tracks multiple symbols on one sheet, with market metrics and account context. It works with Binance and other supported exchanges.

**Preview:**
![Page multi symbols ADA, BTC, ETH, LUNA, MEME](https://res.cloudinary.com/dy07rxvhu/image/upload/v1719150006/public/docs/Capture_d_%C3%A9cran_2024-06-23_153848_j0vib5.png)

**Key features:**
- Real-time market data across multiple symbols - Wallet context on the same page - Customizable reports and inputs

**Exchange reports:**
- **Real-time ticker data** (*getTicker24h*) - **Account balances** (*myBalances*) - **Deposits and withdrawals** (*myDeposits*, *myWithdrawals*)

**Inputs:**
- Symbol list - Private link

**Actions:**
- Refresh market and account blocks from one template - Keep a single view for watchlist and account funding activity

**Notes:**
- Ensure the correct exchange alias is set for accurate data.

Track multiple symbols with market and account context from Excel across supported exchanges.

Track multiple symbols

**Overview:** This dashboard compares bid and ask prices for a single symbol across multiple exchanges. It is ideal for spotting pricing differences between Binance, HTX, and other exchanges.

**Preview:**
![Track Symbol Across Multiple Exchanges](https://res.cloudinary.com/dy07rxvhu/image/upload/v1719150917/public/docs/btcusdt_per_provider_po7dbb.png)

**Key features:**
- Connects Excel to multiple exchanges - Real-time bid/ask data per exchange - Automatic comparison of best bid/ask prices

**Exchange reports:**
- **Ticker data** (*getTicker24h*): fetches bid/ask data for each exchange. - **Price comparison:** calculates the min/max bid and ask across exchanges.

**Inputs:**
- Symbol selection - Exchange list (auto-filled)

**Actions:**
- Fetch exchange tickers - Compare prices automatically - Display min/max bid and ask for quick analysis

**Notes:**
- Use the auto-fill list to compare exchanges quickly.

Compare bid/ask prices for a single symbol across multiple exchanges in Excel.

Compare a symbol across exchanges

All reports are based on Excel functions. The sidebar helps you create them, but you can also build formulas manually and attach them to any Excel cell.

Each formula is constructed as follows:
1. **Type** (e.g., `=LF.binance.getTicker24h`) where `binance` is the connection and `getTicker24h` is the function.
2. **Arguments:** There are three arguments:
    - **Selection:** The filter to apply to the function.
    - **View:** The list of fields that will be displayed.
    - **Options:** Options like `"headless"` (true/false), meaning whether to display the header in the response.


**Examples of function usage:**
- My balances:

  ```excel
  =LF.all.myBalances("onlyPositive:true","bank_id,asset,free,used,total")
  ```

- My product margins:

  ```excel
  =LF.binance.myAccountSnapshotMargin("","asset,free,interest")
  ```

- My product futures:

  ```excel
  =LF.binance.myAccountSnapshotFutures("","asset,entryPrice,positionAmt")
  ```

- My assets bought with fiat (page 1, 10/page):

  ```excel
  =LF.binance.myFiatPayments("transactionType:0|rows:10|page:1","createTime,sourceAmount,fiatCurrency,price,obtainAmount,cryptoCurrency,totalFee")
  ```

- My asset sold to fiat (page 1, 10/page):

  ```excel
  =LF.binance.myFiatPayments("transactionType:1|rows:10|page:1","createTime,sourceAmount,fiatCurrency,price,obtainAmount,cryptoCurrency,totalFee")
  ```

- My product dividends:

  ```excel
  =LF.binance.myAssetDividendRecord("","divTime,asset,amount")
  ```

Learn how to build LinkyFlow formulas for exchange and Shopify connections.

Constructing Excel formulas

Excel is where many finance, ecommerce, and operations teams actually work. The problem is that the useful data often lives somewhere else: exchange dashboards, Shopify admin screens, API portals, exports, and browser tabs.

LinkyFlow brings those web workflows into Excel. You choose a connection, load the data you need, refresh it, analyze it with your formulas, edit supported fields, and send reviewed changes back when the connection allows it.

## Connection families

- [Crypto exchange connections](/docs/connections/exchanges) for teams that monitor prices, symbols, wallets, order books, exposures, and portfolio dashboards in Excel.
- [E-commerce connections](/docs/connections/ecommerce) for teams that prepare catalog, inventory, pricing, metafields, and operational updates in Excel.

## Popular connections

- [Binance connection](/docs/connections/binance): bring BTC/EUR, BTC/USDT, symbols, balances, and market data into the same workbook as your analysis.
- [Shopify connection](/docs/connections/shopify): download products, edit catalog rows, validate changes, and publish supported updates without leaving Excel.

Use these pages to find the connection that removes the most copy-paste, export work, and context switching from your daily spreadsheet workflow.


Find the services LinkyFlow brings into Excel so finance and operations teams can work from the spreadsheet instead of switching between tools.

Web connections inside Excel

Bring exchange data into Excel so teams can analyze prices, balances, order books, and portfolios where their financial models already live.

Crypto exchange connections

LinkyFlow brings Binance data into Excel with 10 workflows for market analysis, wallet monitoring, and reporting without switching tools.

Binance connection for LinkyFlow

LinkyFlow brings Bitget data into Excel with 10 workflows for market analysis, wallet monitoring, and reporting without switching tools.

Bitget connection for LinkyFlow

LinkyFlow brings Bybit data into Excel with 10 workflows for market analysis, wallet monitoring, and reporting without switching tools.

Bybit connection for LinkyFlow

LinkyFlow brings Coinbase data into Excel with 10 workflows for market analysis, wallet monitoring, and reporting without switching tools.

Coinbase connection for LinkyFlow

LinkyFlow brings Gate IO data into Excel with 10 workflows for market analysis, wallet monitoring, and reporting without switching tools.

Gate IO connection for LinkyFlow

LinkyFlow brings HTX data into Excel with 10 workflows for market analysis, wallet monitoring, and reporting without switching tools.

HTX connection for LinkyFlow

LinkyFlow brings MEXC data into Excel with 10 workflows for market analysis, wallet monitoring, and reporting without switching tools.

MEXC connection for LinkyFlow

LinkyFlow brings OKX data into Excel with 10 workflows for market analysis, wallet monitoring, and reporting without switching tools.

OKX connection for LinkyFlow

LinkyFlow brings Upbit data into Excel with 10 workflows for market analysis, wallet monitoring, and reporting without switching tools.

Upbit connection for LinkyFlow

Work on ecommerce data in Excel so teams can fix catalogs, prices, inventory, and metafields without jumping between admin screens and spreadsheets.

E-commerce connections

LinkyFlow brings Shopify ecommerce data into Excel so teams can browse, edit, validate, and publish from the spreadsheet.

Shopify connection for LinkyFlow

The Shopify connection is the LinkyFlow workflow for Shopify. It helps you keep product data consistent, validate inputs, and publish updates in bulk from Excel.

## Key capabilities
### Mass update products ![Mass update products in Excel](https://res.cloudinary.com/dy07rxvhu/image/upload/v1767437484/public/shopflow/easily_mass_update_product_javfgz.png) Update titles, prices, inventory, and variants in Excel and publish in minutes.
### Input validation ![Input validation feedback](https://res.cloudinary.com/dy07rxvhu/image/upload/v1767437484/public/shopflow/get_direct_feedback_on_wrong_input_p9j869.png) Inline validation catches missing or invalid values before you send updates.
### Nested field queries ![Complex field selection](https://res.cloudinary.com/dy07rxvhu/image/upload/v1767436443/public/shopflow/complex_fields_selection_allowing_subquery_mwwnm8.png) Work with metafields, collections, and nested data without manual mapping.
### Sales dashboards ![Sales dashboard](https://res.cloudinary.com/dy07rxvhu/image/upload/v1767436444/public/shopflow/dashboard-sales_hlnqza.png) Monitor sales KPIs and product performance from Excel dashboards.
### Saved views ![Saved views](https://res.cloudinary.com/dy07rxvhu/image/upload/v1767436443/public/shopflow/easily_select_view_obyolx.png) Switch between catalog, inventory, and reporting views instantly.

**What you can do:**
- Update products, variants, prices, and inventory in bulk - Validate inputs before publishing - Use dashboards and saved views for analysis

**Next steps:**
- [Install the Shopify connection](./shopflow-installation) - [Explore the Shopify connection](/docs/connections/shopify) - [Product creation walkthrough](/blog/5-how-to-create-product-to-shopify-from-excel)

Connect Excel to Shopify to manage products, inventory, and orders.

LinkyFlow for Shopify

**Step 1: Install the Shopify app**
Go to the Shopify App Store and install the LinkyFlow Shopify app: <https://apps.shopify.com/shop-flow>

**Step 2: One-click install in Excel (desktop)**
[Open the Shopify connection in Excel](ms-excel:https://api.addins.store.office.com/addinstemplate/en-US/00000000-0000-0000-0000-000000000000/WA200007465/none/ShopFlow.xlsx?omexsrctype=1&isexternallink=1)
If the button does not open Excel, install from AppSource: [Install the Shopify connection from AppSource](https://marketplace.microsoft.com/en-us/product/office/wa200007465?tab=overview)

**Step 3: Sign in and connect your store**
Open the add-in, sign in to LinkyFlow, and confirm the Shopify store you want to connect.

One-click install for the Shopify connection and steps to connect your Shopify store.

Install the Shopify connection in Excel

## What this dashboard tracks
The Sales Dashboard pulls your Shopify order data into Excel so you can monitor revenue, order volume, and product performance without leaving your spreadsheet.

## Key metrics
- **Total revenue** — gross revenue by day, week, or custom period - **Order volume** — number of orders and average order value (AOV) - **Top products** — best sellers by units sold and by revenue contribution - **Sales by channel** — breakdown across online store, POS, and draft orders - **Discount impact** — total discounts applied and their effect on margin

## Why these KPIs matter
Revenue tells you what came in, but AOV and channel mix tell you *why*. A drop in AOV with stable order count means customers are buying cheaper items — that is a catalog or pricing signal. Channel breakdown reveals whether your POS or online store is driving growth. Discount impact shows whether promotions actually move volume or just erode margin without adding orders.

## Data sources
This dashboard uses the `orders` and `order_line_items` objects from the Shopify connection. You select the date range and granularity (daily, weekly, monthly) as query parameters. Refresh the sheet to pull the latest data.

## Typical use cases
- Weekly sales review with the commercial team - Comparing promotional periods (Black Friday vs. regular weeks) - Identifying slow-moving SKUs that need markdown or removal

Track revenue, orders, and product performance directly in Excel.

Sales Dashboard

## What this dashboard tracks
The Finance Dashboard gives you a P&L-ready view of your Shopify store directly in Excel. It reconciles gross revenue with fees, refunds, and discounts to surface your actual net position.

## Key metrics
- **Net revenue** — gross sales minus discounts, refunds, and returns - **Shopify fees** — transaction fees, payment processing costs, and app charges - **Refund rate** — refund volume as a percentage of gross revenue by period - **Tax collected** — VAT or sales tax broken down by region or order - **Payout reconciliation** — match Shopify payouts to your bank deposits

## Why these KPIs matter
Gross revenue is a vanity number if you do not track what leaves it. Transaction fees eat 1 to 3 % of every sale. A refund spike over 5 % is a product quality or expectation-management problem. Tax data by region matters for multi-country compliance. Payout reconciliation is the step that connects your store to your accounting — without it, you are flying blind every month-end.

## Data sources
This dashboard uses the `orders`, `refunds`, and `transactions` objects from the Shopify connection. Filter by payout date or order date depending on your accounting method (cash vs. accrual).

## Typical use cases
- Month-end P&L review without manual exports - Reconciling Shopify payouts with bank statements - Monitoring refund spikes by product category or SKU

Monitor net revenue, margins, fees, and refunds from Shopify in Excel.

Finance Dashboard

## What this dashboard tracks
The Inventory & Logistics Dashboard pulls your Shopify product and inventory data into Excel so you can monitor stock health, identify risk positions, and plan reorders without switching tools.

## Key metrics
- **Stock levels** — current quantity on hand per SKU and location - **Inventory turnover** — how many times stock rotates in a given period - **Days of supply** — estimated days until stockout based on recent sales velocity - **Low-stock alerts** — SKUs below a configurable reorder threshold - **Overstock positions** — items with more than N days of supply relative to sales rate - **Incoming stock** — open purchase orders and expected receipt dates

## Why these KPIs matter
A stockout on a top seller is lost revenue and a damaged customer experience. Overstock ties up cash and warehouse space. Days of supply is the number that bridges the two — it tells you which SKUs need action this week, not this quarter. Inventory turnover benchmarks efficiency: a ratio below 4 in most retail categories usually means too much dead stock. Tracking by location matters if you have multiple warehouses or fulfill from different places.

## Data sources
This dashboard uses the `products`, `variants`, and `inventory_levels` objects from the Shopify connection. You can filter by location, product type, or vendor. Refresh daily to keep stock figures current.

## Typical use cases
- Weekly stock review before placing supplier orders - Identifying overstock candidates for markdown or bundle promotions - Monitoring new product launches to catch unexpected sell-through velocity

Track stock levels, turnover, and reorder points across your Shopify catalog.

Inventory & Logistics

## What this dashboard tracks
The Marketing Campaigns Dashboard connects Shopify discount and order data in Excel so you can measure the ROI of every promotion, coupon, and campaign without building manual reports.

## Key metrics
- **Discount code performance** — redemption count, total discount amount, and revenue generated per code - **Promotion ROI** — revenue uplift during campaign period vs. baseline period - **Customer acquisition** — new vs. returning customer split in orders - **Average order value by campaign** — does a promo increase AOV or just attract bargain buyers? - **Campaign overlap** — orders using multiple discount codes at once - **Promo margin impact** — gross margin before and after discount for each campaign

## Why these KPIs matter
Running a 20 % off campaign feels like growth until you see the margin numbers. Discount code redemption tells you if the campaign reached its audience. ROI calculation (incremental revenue divided by discount cost) separates the campaigns that pay for themselves from the ones that burn cash. New vs. returning split tells you if you are buying loyalty or just rewarding customers who would have bought anyway. AOV shift shows whether a campaign attracted high-value buyers or deal hunters.

## Data sources
This dashboard uses the `orders`, `discount_codes`, and `price_rules` objects from the Shopify connection. Set the campaign date range as a query parameter and compare against a control period.

## Typical use cases
- Post-campaign analysis for Black Friday, seasonal sales, or influencer codes - Comparing coupon code effectiveness across marketing channels - Deciding which promo mechanics to repeat or retire

Measure discount codes, promotions, and customer acquisition in Excel.

Marketing Campaigns

## What this dashboard tracks
The Product Master Data view brings your entire Shopify catalog into Excel for bulk review, cleanup, and editing. It is less a metrics dashboard and more a data workbench — the tool you reach for when catalog quality matters.

## What you can see and edit
- **Product titles and descriptions** — review content completeness across all SKUs at once - **Prices and compare-at prices** — spot pricing inconsistencies without clicking into every product - **Inventory quantities and locations** — see the full stock picture across variants in one table - **Metafields** — read and write custom fields (SEO tags, materials, certifications) in bulk - **Variants** — size, color, weight, barcode, and fulfillment service per SKU - **Publication status** — which products are live, hidden, or draft - **Collections** — product-to-collection membership for catalog structure audits

## Why catalog quality matters
A messy catalog hurts in three places: search (missing titles tank SEO), conversion (incomplete descriptions lose buyers), and operations (wrong barcodes break fulfillment). Master data work is boring until it is not — then a pricing mistake goes live at 2 a.m. or an out-of-stock item keeps selling. Doing catalog audits in Excel, where the whole team already works, removes the friction that makes people skip the review.

## Data sources
This view uses the `products`, `variants`, `metafields`, and `collections` objects from the Shopify connection. You can write changes back to Shopify using ShopFlow write actions — update prices, descriptions, metafields, and inventory from the same sheet.

## Typical use cases
- Quarterly catalog audit to catch missing descriptions, prices, or images - Bulk price update before a seasonal campaign - Migrating metafield data from a legacy system into Shopify - Exporting the full catalog for review by an external copywriter or agency

Audit and bulk-edit your Shopify product catalog, metafields, and variants in Excel.

Product Master Data

Dashboard

Sources

Import/connect data

Transactions

Wallets/Banks

Your wallets & banks

Return to homepage

Current lowest price at which a seller is willing to sell an asset

Total volume available at the lowest ask price

Bank Alias

Current highest price that a buyer is willing to pay for an asset

Total volume available at the highest bid price

Indicates whether the asset can be redeemed

The difference between the current price and the previous close price

Cumulative real-time rewards in my currency

The weighted average price of an asset across multiple major spot market exchanges, serving as a stable reference point for derivatives trading.