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Getting started

How do I install ClearProfit?

Install from the Shopify App Store. ClearProfit will sync your product costs from Shopify automatically on first install. The onboarding wizard walks you through setting up transaction fees, alert thresholds, and fulfillment hold settings.

How long does the initial setup take?

About 5 minutes. The onboarding wizard guides you through every step: COGS check, transaction fees, margin thresholds, and ad integrations.

Where does ClearProfit get my product costs?

From Shopify's native "Cost per item" field on every product variant. If you've already filled in these fields in Shopify, ClearProfit syncs them automatically on install. You can also override costs manually or upload them via CSV on the Products page.

Action Center & loss attribution

What is the Action Center?

The Action Center is the main section of your ClearProfit dashboard. Instead of showing you raw numbers, it tells you what to fix — sorted by profit impact. Each item shows which product is causing the most losses, which cost is dominant (ads, COGS, shipping, or fees), the total loss amount, and an estimated amount you could recover if fixed.

How does loss attribution work?

ClearProfit analyzes every unprofitable order and calculates how much each cost type contributed to the loss — proportionally, not as flat totals. For example, if ads account for 71% of total costs on a loss order, ads get 71% of the loss attribution. This is then aggregated across all loss orders for the week, and the dominant cost source is identified per product. The result is a specific, actionable insight: "Nike Air Max is losing money mainly due to ads (71%)."

Why does the Action Center show "Low confidence"?

Confidence is based on the number of data points. If you only have 1–2 loss orders for a product, the attribution might not be reliable yet. High confidence requires 3+ orders showing the same pattern. Low confidence items still appear — they're just labeled so you know to treat them as early signals, not confirmed root causes.

Can I dismiss Action Center items?

Yes. Each item has a "Snooze 24h" button. The item disappears for 24 hours and reappears the next day if the underlying issue persists. This is useful if you're already aware of an issue and working on fixing it.

Fulfillment holds

How does the automatic fulfillment hold work?

When an order comes in, ClearProfit calculates the net profit in real time. If the margin falls below your configured threshold, it places a hold on the fulfillment order via Shopify's API — before the order is shipped. You can release or cancel the hold from the dashboard.

How do I set the hold threshold?

Go to Settings → Fulfillment Hold and enter a margin percentage. For example, setting 10% means any order with a net margin below 10% will be held automatically. Set to 0 to only hold orders that are actually losing money.

Can I release a held order?

Yes. Go to the Dashboard, find the order under "Held Orders", and click Release. The fulfillment hold is removed and Shopify can proceed with shipping.

What if the hold doesn't apply in time?

ClearProfit processes the order webhook within seconds of the order being placed. For most stores, the hold is applied before the fulfillment system picks it up. For very fast fulfillment workflows, contact us to discuss your setup.

COGS & profit calculation

What costs are included in the profit calculation?

Revenue minus: COGS (cost of goods), transaction fees (% + fixed), shipping cost, allocated ad spend for the day, discounts, and recurring expenses. All configurable in Settings.

What happens if a product is missing a cost price?

The variant is counted as €0 COGS in the calculation, which inflates profit. ClearProfit flags these in the Action Center as a "Data health" item, shows the estimated impact on profit accuracy, and links directly to the Products page to fix them.

Can I override the COGS for a specific variant?

Yes. Go to Products, find the variant, and enter a custom cost. This override takes priority over the Shopify-synced cost and won't be overwritten by future Shopify updates.

Alerts & weekly P&L

When do I receive email alerts?

Immediately when an order falls below your configured margin threshold. The email includes the order name, revenue, net profit, and a breakdown of the main cost drivers. You can add multiple email addresses in Settings → Alerts.

What is the weekly P&L summary?

Every Monday morning, ClearProfit sends a summary of the previous week: total revenue, net profit, average margin, number of unprofitable orders, and your top 3 loss orders. It's designed to land in your inbox before you open your dashboard — so you already know what to focus on.

Ad integrations

How does ad spend allocation work?

ClearProfit pulls your total daily ad spend from Meta, Google, and TikTok. It then allocates that spend proportionally across all orders for that day, based on each order's share of daily revenue. So if your daily revenue is $1,000 and an order is worth $100, it gets 10% of that day's ad spend.

How do I connect Meta Ads?

Go to Settings → Ad Integrations → Connect Meta Ads. You'll be redirected to Facebook to authorize the connection. Select your ad account and you're done. ClearProfit will sync the last 30 days of spend automatically.

Can I sync ad spend manually?

Yes. In Settings → Ad Integrations, each connected platform has a "Sync now" button that pulls the latest 30 days of spend data immediately.

Shopify Flow

How do I use ClearProfit with Shopify Flow?

ClearProfit adds a Flow trigger called "Order profit calculated" that fires after every order. It exposes fields like margin percentage, net profit, and whether the order is a loss. You can use these to build custom automations — for example, sending a Slack notification when margin drops below 5%.

Does ClearProfit have a Flow action too?

Yes. There's a "Hold order for review" Flow action that lets you trigger a fulfillment hold from any Flow workflow, not just margin-based ones.

Billing & cancellation

Can I cancel my subscription?

Yes, at any time. Go to Shopify admin → Settings → Billing → Apps, find ClearProfit, and cancel. No notice period required.

Will my data be deleted if I uninstall?

Your data is stored securely. If you reinstall within 48 hours, all data will be intact. After 48 hours, data is permanently deleted in compliance with Shopify's GDPR requirements.

I have a feature request. Where do I send it?

Email info@untapped.nl — we read every message. Many features have come directly from merchant feedback.