Home › Merge Guides › Shopify + WooCommerce › Year-End Sales Summary walkthrough
The Best Way to Merge Shopify and WooCommerce Data for Year-End Sales Summary
If you're doing year-end sales summary 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 WooCommerce 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 year-end sales summary.
What actually goes wrong if you do this by hand
Shopify gives you a Created At timestamp that includes a timezone offset, while WooCommerce gives you an Order Date in whatever format your WordPress site's locale is set to — 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 WooCommerce's column layout depends on which export plugin generated the CSV, so two WooCommerce stores can produce different headers entirely. Individually those are minor quirks; combined into one spreadsheet by hand, they're where most reconciliation errors for year-end sales summary actually come from.
Why it matters for year-end sales summary
A year-end summary across channels means twelve months of exports from each platform, all needing the same cleanup before they can be totalled together.
Just want the quick column-difference reference instead? See the short version.