Workspaces

• One store per workspace. A merchant with two storefronts, or an agency with ten clients, keeps each in its own workspace so reports never mix customers.
• Switch from the workspace name in the header. Manage workspaces lists every workspace you can open, grouped by organization.
• Everything inside is scoped to it: imports, analyses, custom segmentations and chats.

Your plan sets how many workspaces you can create and how many orders each one holds. The workspace switcher shows usage against both. The Merchant plan holds one workspace: the header shows its name, which opens its name and website, and there is no switcher.

Open the workspace switcher and choose New workspace, or use the New workspace tile on the workspaces page.

Store website (optional)

The site's icon becomes the workspace's logo, and the name is suggested from it.

Name

Up to 40 characters. Shown in the switcher and on shared reports.

After Create workspace you land in the new workspace with the import dialog open. No export at hand? An empty workspace offers Explore a demo store first: four synthetic stores (a garden centre, a coffee roaster, a skincare brand and an apparel brand) with reports ready to open.

There are three ways to get orders into a workspace:

CSV upload

Import data from the workspace name menu, or Import new orders next to the date range. One row per line item.

Webhook sync

Orders flow in as they are placed in Shopify, WooCommerce or Haravan. Set it up under Integrations.

API

Push orders from your own systems. See the API reference.

CSV columns

Shopify, WooCommerce and Haravan exports are recognised and mapped automatically. Shoper’s export is reshaped to one row per line item in your browser. Any other CSV works too: match your columns to the fields on the Configure columns step.

Required

Order ID, Order Date, Product ID (the product name or code).

Customer ID

Optional, but needed for customer segments, retention, reorder timing and audiences. An email address works best: audiences can go straight to your email tool.

Optional

Product SKU, Price, Quantity (1 if missing), In Stock, Category.

Custom fields

Any other columns you want to filter reports by later, such as brand, region or channel.

Shopify without customer emails

Shopify’s order export carries each customer’s email, name and address. If your store’s Analytics has the ShopifyQL editor, this query writes the same file from Shopify’s reporting data with the customer’s numeric id in place of the email, so no email addresses or names leave Shopify. Open Reports in your Shopify admin (it opens the store you are signed into), click New exploration, paste the query into the ShopifyQL editor and click Run. Save the report and export it as CSV. The screen shows 1,000 rows; the export carries all of them. Affinsy reads the file as a Shopify export and maps the columns itself.

FROM sales
  SHOW order_id AS "Name",
    customer_id AS "Customer ID",
    day AS "Created at",
    product_title AS "Lineitem name",
    product_variant_sku AS "Lineitem sku",
    product_variant_price AS "Lineitem price",
    line_item_id,
    quantity_ordered AS "Lineitem quantity"
  WHERE line_type = 'Product'
    AND is_sales_reversal = false
    AND is_canceled_order = false
  GROUP BY "Name", "Customer ID", "Created at", "Lineitem name",
    "Lineitem sku", "Lineitem price", line_item_id
  SINCE -2y UNTIL today
  LIMIT 10000000

Dates arrive as days and variants fold into the product title; the SKU column keeps the variant. The customer and order ids are Shopify's own numeric ids. Change SINCE -2y to widen or narrow the window. Audiences built from this data carry the customer id, not an email, so they need a lookup in Shopify before they reach an email tool.

Five figures sit at the top of every workspace, each with a 12-month sparkline. Hover the sparkline for any month’s value and change.

orders

Orders in the data. The change line compares the last 30 days with the 30 before.

avg order value

Average revenue per order, same comparison.

customers

Identified customers. The change line is new customers in the last 30 days against the total before.

repeat rate

Share of customers who ordered more than once. Amber under 10%: segmentation needs a second order to work with.

customer LTV

Revenue from identified customers to date, divided by customers.

A dash means the figure cannot be computed from this data, with the reason next to it: no prices, no customer IDs, or no orders in the last 30 days.

The Data quality pips grade how much each analysis will have to go on in this workspace: Bought together, Customer segments, Repeat-purchase patterns, Reorder timing, Audiences and Revenue figures. Dark green is strong, teal fair, amber weak, grey unavailable. Hover the pips for the reason behind each grade.

Weak does not mean broken: the analysis still runs, with fewer or less certain patterns. Unavailable means a column is missing, usually the customer ID or the price.

Each analysis takes the grade of its weakest input:

Multi-item orders

Share of orders with 2+ products. Strong from 35%, fair from 15%. Drives Bought together.

Orders

Strong from 2,000, fair from 300. Drives Bought together.

Repeat rate

Strong from 25%, fair from 10%. Drives Customer segments, Repeat-purchase patterns and Reorder timing.

History

Strong from 180 days, fair from 60. Drives Repeat-purchase patterns and Reorder timing.

Customer ID coverage

Strong from 70% of orders. Without any, everything except Bought together and Revenue figures is unavailable.

Price coverage

Share of products with a price. Strong from 90%, fair from 50%. Drives Revenue figures; without any there are no revenue figures: no campaign values, AOV or LTV.

Every report you run appears here, newest first, grouped into This week, Last week and earlier months. Each card leads with its headline figure: the reachable revenue for a market basket report, the customer count for customer segments. An analysis that has been re-run opens its run history under the card.

Hover a card for its actions:

• Re-run on fresh data after importing new orders. Earlier runs stay available in the report’s run picker.
• Schedule automatic re-runs, so the report stays current.
• Copy link: always opens the latest run.
• Share, Pin to top, Delete.

Read what each report shows in the market basket and customer segments guides.

Chatin the header opens an assistant that works on this workspace’s data. It reads your reports, looks up products, runs new analyses when a question needs one, and builds audiences. Its answers come from your numbers, not guesses.

• Chats are private to you and belong to the workspace.
• The same tools are available in Claude, ChatGPT and other clients over MCP. See Merchandising Engineer.

Workspaces belong to an organization. Everyone in the organization works in the same workspaces, analyses and reports. Invite teammates by email from Organization in the profile menu.

Owner

Billing, members, API keys, clearing and deleting workspaces.

Member

Everything else: imports, analyses, spaces, audiences and reports.

The workspace's Data page (side menu, under Store) holds how orders arrive, every import (with Remove), the data health with Preview rows and Refresh stats, and for owners Rename, Clear data (removes all orders and imports, keeps the empty workspace) and Delete workspace. Clearing and deleting cannot be undone.