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Open your store and choose Manage configuration to edit channel rules, targets, sales, and costs. Each store has its own configuration. Your existing Google Sheet keeps working while your team moves to the workspace editor.
While Two-way sheet sync is active, you can edit in either place. Workspace saves sync to the Sheet; SourceMedium checks active stores’ Sheets every 15 minutes. Inactive stores are checked only when you click Sync now. Your store page shows what it read from each tab, and reports use validated changes from their next refresh.

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Edit in the Workspace

Choose a section, click Edit configuration, and update its rows. Required fields have an asterisk. Clear row clears its configuration cells without shifting other Sheet rows. Save and sync validates the whole section, updates the Sheet, and saves the result for reports. Reports use it after their next refresh. Edited Sheet cells become literal values. Formulas in cells you leave unchanged stay in place. Viewers can read configuration; roles that manage stores can edit it. If someone changes the configuration while you edit, your draft is kept. Use Compare latest values and explicitly choose which version to review before saving again. Neither choice saves automatically. Changing sections or using Back and Forward keeps your unsaved draft while the workspace stays open. Choose Discard to drop it. Save before closing the workspace if you want to keep your changes.

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Pending sync or conflicting changes

A connection interruption can leave a draft saved in the workspace with Sheet sync pending. Reports keep the last clean version. The scheduled sweep retries it, or you can click Retry sync. Retrying does not duplicate an applied write. If both versions changed during a save, the workspace keeps your draft and a recovery copy of the Sheet values. Review both before choosing what to save. A concurrent edit may temporarily be absent from the live Sheet; its recovery copy and the saved draft remain available. Reports keep the last validated publication until the conflict is resolved. If a sync is cancelled, its saved draft stays available when you reopen the workspace. Review saved draft lets you compare it with current values. Discard saved draft drops the draft and leaves saved configuration unchanged.

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Switch a store to the workspace editor

When your team is ready, choose Use workspace only. First sync and review every enabled section. Switching uses the last validated versions; Sheet edits that have not synced are not included. Pending syncs and conflicts must be resolved first. After switching, save edits directly in the workspace. The previous Sheet remains available for reference, but its edits no longer change reporting configuration. Other stores can keep using both. Returning this store to Sheets requires help from SourceMedium so its latest configuration is preserved.

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What Can You Configure?

Metric Targets

Set targets for executive-level metrics like revenue, orders, and ROAS.

Channel Mapping

Map orders to specific channels, sub-channels, and vendors for easier analysis.

Custom Marketing Costs

Add marketing spend from non-integrated platforms (influencers, podcasts, etc.).

Custom Sales

Enter sales from non-integrated channels (retail, wholesale, marketplaces).

Schema Reference

Exact tab/column schema for ingestion (Targets, Channel Mapping, Costs, Sales).

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Cost of Goods Sold (COGS)

Enable Profit & Loss analysis by adding your cost data. When COGS is enabled, additional tabs appear in your Configuration Sheet:

Shopify Product Costs

SourceMedium reads product costs from Shopify’s Cost per item field.

Costs and COGS in the Configuration Sheet

Non-Shopify product costs, shipping, fulfillment, merchant processing fees, and operating expenses.

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How to Access Your Configuration Sheet

Open your store in the SourceMedium workspace and click Open sheet. Each store has its own Configuration Sheet. If you cannot find it there, check your onboarding email thread or your shared SourceMedium Slack channel, where the link is often pinned.
Access follows your workspace role, so there is nothing to request for a teammate: invite them from Team and Viewers can read the sheet while Editors and Admins can edit it. See Giving dashboard access to a teammate.

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Check What SourceMedium Read

Under Configuration sheet on your store page, each tab your store uses shows what SourceMedium last read from it: After you fix a cell, click Sync now to read the sheet right away instead of waiting for the next check. Blocked tabs show the first few issues immediately. Expand the issue list to see the remaining issues from that read. If there are more issues than SourceMedium can show at once, fix the listed cells and sync again to see the rest. If SourceMedium cannot read the sheet, a notice appears above the tabs. Previously saved results stay visible, and Last read shows when the sheet was last read successfully.
A tab is used whole or not at all. One unreadable cell holds back the whole tab, so a report never shows part of a channel mapping or part of a cost period. Rows SourceMedium skips, such as a row with no channel, are noted under the tab but don’t hold it back.

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Best Practices

Use the same naming conventions across tabs. For example, if you call a channel “Meta” in one place, don’t call it “Facebook” elsewhere.
Product costs and shipping rates change. Set a recurring reminder to review and update your cost data quarterly.
Add notes in the sheet explaining why certain orders are mapped to specific channels. Future you will thank you.

How does channel mapping work?

Standard channel labels, Shopify Flow tagging, and how to customize the rules.

Influencer Tracking

Track influencer spend and performance with UTM codes.