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The Best Way to Merge Shopify and Squarespace Data for Tax Prep
If you're doing tax prep by hand right now, here's the fastest path from "two exports" to "one usable sheet," and why the manual version keeps breaking.
Step by step
- Decide your target columns once. Most people settle on Date, Channel, Order ID, and Total — set that up in CSV Experts and you won't redo it.
- Import the Shopify file first. The first time you see this file shape, you map each of its columns to your target list.
- Import the Squarespace file the same way. Its columns get mapped once too — after that, every future file with this shape merges with no extra clicks.
- Check the merged totals. Dates and numbers are normalized automatically, so a European "24,00" and a US "24.00" both land as the same value.
- Export. CSV or Excel, ready for tax prep.
What actually goes wrong if you do this by hand
Shopify gives you a Created At timestamp that includes a timezone offset, while Squarespace gives you a Date column in ISO-like format — line those up manually across a few hundred rows and it's easy to miscount a week. On top of that, Shopify's export exports one row per line item by default, so an order with 3 products becomes 3 rows unless you export the summary report instead, and Squarespace's customer and shipping address fields are wide, so the money and date columns can end up far to the right of the sheet. Individually those are minor quirks; combined into one spreadsheet by hand, they're where most reconciliation errors for tax prep actually come from.
Why it matters for tax prep
At tax time you need total revenue by channel without hand-fixing each export's columns first.
Just want the quick column-difference reference instead? See the short version.