How to set up Chartimatic for a new Shopify brand
Setting up Chartimatic for a new Shopify brand takes just a few steps and gives you a single daily view of your key ecommerce metrics. Once you’ve connected your store and core marketing tools, Chartimatic can start sending decision-ready briefings that replace manual dashboard checks.
What you’ll need
- A Shopify store with admin access
- A Google account with access to Google Analytics and/or Google Ads (if applicable)
- A Klaviyo account (if you use email/SMS marketing)
- About 15–30 minutes for the full setup
Step-by-step: set up Chartimatic
- Create your Chartimatic account. Sign up for Chartimatic and create a workspace for your brand.
- Connect Shopify. This is the most important integration. Follow the Shopify connection guide to link your store.
- Connect Google Analytics. Add traffic and conversion context by following the Google Analytics connection guide.
- Connect Google Ads (if applicable). If you run paid search or shopping campaigns, follow the Google Ads connection guide.
- Connect Klaviyo (if applicable). If you use Klaviyo for email and SMS, follow the Klaviyo connection guide.
- Review your first briefing. Once your integrations are connected and data has synced, your first daily briefing will be generated. Learn how briefings work.
Example: getting started as a new brand
A new DTC brand launched their Shopify store and signed up for Chartimatic on the same day. They connected Shopify and Google Analytics in under 10 minutes. The next morning, they received their first briefing showing initial traffic, the first few orders, and which channels drove the earliest visitors. As they added Google Ads and Klaviyo over the following week, each briefing became richer with more context and actionable insights.
FAQ
See the frequently asked questions below for more details on setting up Chartimatic.
What’s next
- Learn how daily briefings work
- Learn how to read your performance summary
- Understand benchmarks and industry intelligence
- Troubleshoot missing or incorrect data if something doesn’t look right
- View pricing to see available plans
Frequently asked questions
Can I use Chartimatic during my Shopify store’s early days?
Yes. Chartimatic can provide value even with modest data, though insights become richer as traffic and orders grow.
Do I need all integrations connected on day one?
No. Start with Shopify and Google Analytics, then add ads and email as you go. Connecting everything early simply accelerates the value you get from briefings.
Can I manage multiple Shopify brands in one Chartimatic account?
In many setups you can manage multiple brands via separate workspaces or within a single account, depending on your plan. Check your account or contact support if you run an agency or multi-brand portfolio.
Will setting up Chartimatic affect my live store?
No. Chartimatic connects via APIs and does not modify your theme, checkout, or customer experience. It works as a read-only analytics and intelligence layer.
How long does initial setup usually take?
Most new brands can complete the basic setup—account, Shopify, GA, one ad channel, and Klaviyo—in under 30 minutes, with initial insights appearing shortly after data starts flowing.