Choose the right MerchantFlow onboarding path for merchants, agencies, Shopify installs, or demo workspaces. Start tracking e-commerce profitability today.

Getting Started with MerchantFlow

MerchantFlow is an e-commerce analytics and profitability platform that helps Shopify and WooCommerce merchants track revenue, expenses, and marketing performance in one dashboard. This guide walks you through choosing the right onboarding path based on your account type and workspace needs.

What Are the MerchantFlow Onboarding Paths?

MerchantFlow supports several setup paths. The right one depends on how you signed up and what kind of workspace you are creating.

How to Set Up a Merchant Workspace

Use this path if you are connecting your own Shopify or WooCommerce business.

Create Account or install through the Shopify App Store
Choose Demo or Real Data on /onboarding/choice
If you continue with real data, complete the guided onboarding flow: choice -> commerce -> (woocommerce if WC) -> fulfillment -> marketing -> north-star -> balance -> funding -> tax -> payment -> complete
Review your data and connection health in the dashboard

How to Start with a Demo Workspace

Use this path if you want to explore MerchantFlow before connecting live systems.

Start from Demo Mode
You get sample dashboard data immediately
You can switch to real data later from the demo banner, setup guide, or onboarding links

How to Install MerchantFlow as a Shopify Embedded App

Use this path if you install MerchantFlow from the Shopify App Store.

Shopify creates the embedded app session
Your store connection is created during install
Billing is handled through Shopify approval instead of Stripe checkout
Additional Google and ad integrations can still be connected from onboarding or Settings > Integrations

Start with Shopify App Store and Shopify Billing.

How to Set Up an Agency or Partner Workspace

Agency and partner tenants follow a different path:

Signup supports an Agency / Partner account type
Merchant storefront data is usually connected on client workspaces, not on the agency workspace itself
Agency onboarding auto-completes and sends you to portfolio and client management

Start with Agency Workflows.

Core Setup Guides

Create Account - Direct signup, social signup, invites, verification, and 2FA
Connect Integrations - Commerce, Google, ad, and fulfillment setup
First Sync - What to expect after onboarding completes
Setup Guide - Revisit guided setup tasks inside the dashboard
Google Shopping - Merchant Center and Shopping-specific setup

Where to Go Next

Dashboard Overview - Learn the current merchant and agency navigation
FAQ - Quick answers for common product and billing questions
Troubleshooting - Start here when setup succeeded but data still looks wrong

Frequently Asked Questions

Which onboarding path should I choose?

If you run a single Shopify or WooCommerce store, use the Merchant workspace path. If you manage multiple brands or client stores, use the Agency / Partner path. If you are unsure, start with Demo Mode to explore the platform risk-free.

Can I switch from demo mode to live data later?

Yes. You can transition from demo mode to a live workspace at any time by clicking the demo banner CTA, visiting the Setup Guide, or navigating directly to /onboarding/commerce.

Does MerchantFlow work with both Shopify and WooCommerce?

Yes. MerchantFlow supports both Shopify and WooCommerce as primary commerce platforms. Each merchant workspace connects to one platform at a time.

How long does the initial setup take?

Most merchants complete the onboarding flow in under 10 minutes. The first data sync runs automatically after setup and may take additional time depending on your store size.

Support

If you are unsure which path applies to your workspace, contact [email protected].

Last updated: March 14, 2026