Root Cause Analysis: Shopify + POS Systems
Why did this number change? askotter reads Shopify and POS Systems together and answers it for your business, by text.
How does root cause analysis with Shopify and POS Systems work for a small business?
askotter reads Shopify and POS Systems side by side so it can test each explanation against your connected accounts and find the cause. A ranked list of likely causes, each with the evidence behind it.
Read the full answerShow less
The owner asks follow-up questions by text.
- From Shopify
- Orders and revenue, Product performance, Customer profiles and segments.
- From POS Systems
- Transaction data, Product-level sales, Customer identification.
- Status
- POS Systems is on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing Shopify or POS Systems. Both keep working exactly as they do now.
Why did this number change?
Bookings dropped 23%. The ad, the website and the weather all get blamed. Without your accounts side by side, it stays a guess.
How askotter handles it
askotter reads Shopify and POS Systems side by side, so it can test each explanation against your connected accounts and find the cause.
A person checks the result before it reaches you. This is part of our conversion rate optimization work.
How Shopify and POS Systems records line up
Shopify and POS Systems both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.
Shared between the two: the customer email address and the phone number.
What root cause analysis uses from each
Root cause analysis needs timestamps precise enough to put events in order.
From Shopify that means order timestamps, discount codes and refund dates. From POS Systems it means voids, discounts and staff on shift.
POS Systems is on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
Shopify on its own
Shopify sees the order and the landing page. It has no view of the ad impressions, emails or searches that came before that session.
Timing. Shopify writes each order the moment it is placed, including the landing page and referring site of the session that bought.
Access. Read-only access through the Shopify Admin API, approved from the store admin.
POS Systems on its own
A POS sees the sale at the counter. It only knows who bought when the customer gave a phone number or email for a receipt or loyalty account.
Timing. Many POS systems settle and export transactions in end-of-day batches.
Access. The POS vendor's API where one exists, or a daily export.
Related guides
- Which Integrations Are Worth Connecting. An integration earns its place when it changes a decision. Most of them just move data from one screen you ignore to another.
- How to Measure Marketing ROI When You're Not a Data Scientist. The right questions can do the work of a data team.
Services that use these connections
Other analyses: Shopify + POS Systems
Questions about Shopify + POS Systems
Do I need a developer to connect Shopify and POS Systems?
How is askotter's Root Cause Analysis different from what Shopify shows on its own?
Shopify + POS Systems is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.