Build custom reports and dashboards using your Xero and Shopify data
Trusted by over 50,000 game changers and their teams
Why Klipfolio?
You’ll love Klipfolio because it’s designed for how you work. Putting the right information at your fingertips, always and everywhere, so you can feel confident about your decisions every step of the way.
Bring all your Xero and Shopify data into one spot
Bring order to a chaotic data universe using Klipfolio dashboards. Draw data from your web app services, database, Excel and Google Sheets to create unified company reports and dashboards.
There’s always a way to get your data into Klipfolio. You can even email it to our system using an attachment.
Deploy Xero and Shopify reports and dashboards in hours
You can start building your BI reports and dashboards today with Klipfolio. Use the free trial to explore all our features and connect to your data wherever it is.
Have a TV and a casting device in your office? You could have a TV dashboard set up before you head home for dinner tonight.
Check out our gallery of pre-built templates
A great price for a powerful and flexible platform
Klipfolio is priced to help you get the most value out of your data. Start with your team or department and expand to your entire organization. We have plans for every type of business.
Klipfolio plans & pricing that grow with you
Count on world-class support to help get you started
No matter what you’re trying to do, we’ve got your back. If you’ve read any reviews, you’ll hear our support team is second to none. Our free online support will help you at every step along the way.
Need help with an urgent project? We can build it for you!
We are here to help! Book your free 1-on-1 call with Pilar.
Xero pre-built metrics
Accounts Receivable and Payable
Track your total bank balance, accounts receivable and payable for this month.
Uses:
CAC (Last 30 Days)
Let this Klip address the most important question on your marketing team - what is our cost to acquire a customer (CAC)? This Klip uses your monthly Xero and Salesforce data to answer that very question.
Uses:
Current AR and AP
Track your Accounts Receivable and Payable for this month. Also, compare average debtors and creditors for this month and last month.
Uses:
Executive Summary
This indispensable Klip provides an executive summary of your business metrics for this month and the last.
Uses:
Marketing Expenses and Sales
Mash up your Xero and Shopify data by displaying Xero marketing expenses and Shopify Sales.
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Marketing Expenses and Traffic (Last 30 Days)
Mash up your Google Analytics and Xero data by displaying GA session traffic and Xero marketing expenses.
Uses:
Today's Bank Balance
Select a bank account from the drop down menu and see your total closing balance.
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Shopify pre-built metrics
Average Order Amount (Last 30 days)
See the trend, track, and compare your average orders over the past 30 days.
Uses:
Avg Number of Orders per Customer
See the average number of orders your customers have made over the past 30 days and compare it to the previous month.
Uses:
Marketing Expenses and Sales
Mash up your Xero and Shopify data by displaying Xero marketing expenses and Shopify Sales.
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Shopify and QuickBooks Marketing Expenses and Sales
Mash up your QuickBooks and Shopify data to see your Marketing Expenses and Sales for the last 30 days.
Uses:
Total Amount Sold (Last 30 days)
Track how much you're selling this month and see if you can surpass the previous month.
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Build a custom dashboard for
Xero or Shopify
You can work with Xero and Shopify separately or together easily in Klipfolio. The flexibility of the integration allows you to develop rich dashboards for either service or jointly. Here's what you need to know.
Creating Xero Dashboards
Xero is online accounting software for small businesses. Use Xero to manage invoicing, bank reconciliation, bookkeeping & more. Start a free trial today! Click here to learn more on how Klipfolio integrates with Xero accounting software.
To connect your Xero accounting data to Klipfolio, you will be prompted to authenticate with Xero account.
- Click Connect to Xero.
- Enter your Xero login credentials.
- Click Next Step.
Note: You now have an OAuth Token for your Connected Account. You can manage your tokens in the Account section under Connected Accounts.
Creating Shopify Dashboards
Shopify is not just an ecommerce software, but the leading ecommerce platform that has everything you need to sell online, on social media, or in person.
To connect your Shopify data with Klipfolio, follow these three simple steps:
- Start the data source creation process.
- Authenticate with Shopify.
- Write a query and enter it in Klipfolio.
For more details on how to integrate Shopify with Klipfolio.
