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Requirements

  • Admin access for Shopify to be able to accept partner request
  • If you require a Collaborator Request Code, please share this code with integrations@sourcemedium.com. You can find the code on the Plan and Permissions page of your Shopify Admin. Learn more.

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Steps

  1. A partner invite from partners@sourcemedium.com will be sent to your Shopify store owner’s email inbox
    1. The email will be titled: “View request by SourceMedium to access…” FROM: mailer@shopify.com
  2. In the store’s admin, review and accept the request
    1. Log into your admin at: https://{{STORE}}.myshopify.com/admin and click Review request
    2. Click Accept request. Note SourceMedium only asks for the permissions we need to pull in the correct data
      1. Please allow for all permissions we request or we may experience issues during the integration process
    3. Once the invite is successfully accepted, SourceMedium will show up under your list of Collaborator accounts at https://{{STORE}}.myshopify.com/admin/settings/account

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How subscription order classification works in Shopify

SourceMedium can classify Shopify subscription behavior using several signal types:
  • direct subscription-platform integrations such as ReCharge, Skio, Stay AI, Loop, or Retextion
  • explicit Shopify line-item metadata and properties
  • legacy order tags and app/source signals
For stores with reliable line-level metadata, SourceMedium prefers explicit line-level signals over older order-tag-only heuristics.

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What this means in practice

  • Explicit one-time line metadata can prevent false subscription classification.
  • Explicit subscription line metadata is stronger than tag-only heuristics.
  • Placeholder values such as Shopify subscription_id = 1 may be ignored when they are known bad signals.
  • Free-gift metadata is not treated as a subscription signal by itself.
  • Order tags still help, but they are fallback support rather than the best signal for cutover merchants with explicit line metadata.
To improve subscription reporting quality:
  • Preserve explicit subscription properties emitted by your subscription app.
  • Avoid relying only on order tags when line-item metadata is available.
  • Share with SourceMedium if your app writes both subscription and one-time line-level indicators.