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How to Analyze Brand Purchase Percentages Across Customer Order History
Learn how to track which brands your customers purchase most frequently and analyze brand distribution across their entire order history in PayHelm.
How to Integrate Google Sheets with PayHelm
Step-by-step guide to connecting PayHelm with Google Sheets for exporting analytics data, creating custom reports, and collaborating with your team.
How to Upgrade Your PayHelm Account
Quick guide to upgrading your PayHelm plan and purchasing add-ons to unlock more features and capabilities. Learn about available plans and upgrade options.
Understanding Dual Commission Reports: Commission vs Sales Tracking
Learn why PayHelm uses two separate commission reports and how each serves a distinct purpose in tracking commission payments versus sales performance for comprehensive sales team management.
Calculate Average Inventory Turns and Time on Shelf
Measure how quickly your inventory sells with inventory turnover metrics and time on shelf analysis to optimize purchasing and identify slow-moving products.
Understanding Your First Data Sync
Learn what to expect during your first 24 hours with PayHelm, including sync timelines and common data import questions.
How to Track Sales by Brand or Manufacturer
Learn how to analyze your sales performance by brand or manufacturer using PayHelm's reporting and custom metrics capabilities.
How to Calculate Wholesale Inventory Value by Manufacturer
Learn how to configure product reports to calculate the total wholesale value of your inventory grouped by manufacturer or vendor using cost and stock data.
How to Backfill Historical Data
Learn when and how to backfill historical data in PayHelm, what it includes, and when you should or shouldn't use this feature.
Connecting Your Store to PayHelm
Step-by-step instructions for connecting Shopify, WooCommerce, and BigCommerce stores to PayHelm, including permissions and data sync details.
How to Import and Export Data Using CSV Files in PayHelm
Learn how to upload order data to PayHelm and export your reports using CSV files for flexible data management and analysis.
How to Create Your PayHelm Account & Log In for the First Time
Step-by-step guide to creating your PayHelm account, verifying your email, and logging in for the first time.
How to Enable Add-Ons
Learn how to enable optional PayHelm add-ons like Inventory, Traffic/Advertising, and AI Chat, and understand how add-on billing works.
How to Add Team Members & Manage Permissions
Learn how to invite team members to your PayHelm account, set view-only or full-access permissions, and manage user access.
Analyze Shipping Costs vs. Charged to Customers
Track and compare actual shipping costs against what you charge customers to identify profit opportunities or losses in your shipping strategy.
How to Track Order Status History for a Specific SKU
Learn how to monitor the complete order lifecycle for specific products using SKU-based reports, including order placement dates, fulfillment status, and inventory movement over time.
Understanding and Customizing Your Metrics in PayHelm
Learn what each metric means in PayHelm, how to customize your dashboard and reports, and create custom calculated metrics for your specific business needs.
How to Contact PayHelm Support
Learn how to get help from the PayHelm support team through in-app chat, email, or the contact form.
Track Stock Quantity and History per SKU
Monitor current inventory levels and historical stock changes for individual SKUs to optimize reordering and prevent stockouts.
Getting Started with PayHelm
A step-by-step guide to setting up PayHelm — connect your stores, link your ad platforms, invite your team, and run your first AI-powered marketing task.
Custom Metric Builder
Build any KPI you need using PayHelm's Custom Metric Builder — combine revenue, orders, spend, and more into calculated metrics you can use across every report.
What Public API Does PayHelm Provide for BigCommerce Payments and Merchant Data?
PayHelm doesn't ship a separate BigCommerce API. Here's how BigCommerce order, payment, and customer data actually becomes available through PayHelm's MCP server and REST API.
Importing Historical eBay Orders via CSV
Step-by-step guide to uploading your eBay order history into PayHelm using a CSV export from eBay Seller Hub, a Google Sheet, or a public Google Sheet URL.
inkFrog Migration Guide: Import Listings, Upload Your CSV, and Manage eBay with PayHelm's AI Agent
inkFrog shuts down June 1, 2026. Step-by-step: export your inkFrog CSV, upload it to PayHelm, connect eBay for automatic order sync, and use PayHelm's AI Agent to SEO-optimize and relist your eBay listings.
How to Filter by ID in Reports and the Dashboard
Learn how to filter by ID — including product ID, order ID, and brand ID — in PayHelm Reports and on the Dashboard using the built-in filter panel.
How to Integrate PayHelm with OpenAI ChatGPT
Learn how to connect PayHelm with OpenAI ChatGPT for AI-powered ecommerce analytics. This step-by-step guide covers API setup, data export methods, and best practices for getting valuable insights from your data.
How to Create a Traffic Report
Learn how to create custom traffic reports in PayHelm to analyze website visitors, sessions, marketing campaigns, and advertising performance from Google Ads, Facebook Ads, and more.
How to Whitelist the PayHelm-Import User Agent in WooCommerce / WordPress
Learn how to whitelist the PayHelm-Import user agent in WordPress security plugins, hosting firewalls, and WAFs to ensure smooth data imports for your WooCommerce store.
How to Track Sales Velocity by Hour or Day in PayHelm
Learn how to monitor sales velocity during high-volume events like Black Friday using daily reports with metrics like Total Sales, Orders, and AOV in PayHelm.
How to Analyze Returns and Net Profit in PayHelm
Learn how to track returns, refunds, discounts, shipping costs, and COGS in PayHelm to calculate true profitability with Net Revenue, Gross Profit, and Net Margin %.
How to Analyze Marketing ROI & ROAS by Source in PayHelm
Learn how to track marketing ROI, ROAS, CAC, and AOV by traffic source in PayHelm using the Traffic & Advertising add-on and custom calculated columns.
Amazon Integration: Primary Account Owner Error
Learn how to resolve the "primary account owner" error when connecting your Amazon Seller Central account to PayHelm. This guide explains Amazon's authorization requirements and provides step-by-step instructions.
How to View Your Billing and Invoices
Learn how to access your PayHelm billing information, view invoices, and manage your subscription plan. Find your account details, payment history, and plan features all in one place through the My Plan page.
How to See New vs. Returning Customers
Learn how to identify new versus returning customers using PayHelm's Custom Reports feature. Create detailed customer reports showing purchase history, order counts, and dates to segment first-time buyers from loyal repeat customers.
How to Schedule Reports to Multiple Team Members
Learn how to schedule reports to multiple team members automatically using PayHelm's multi-recipient scheduling feature. Set up daily, weekly, or monthly report delivery to keep your entire team informed.
Understanding PayHelm's Usage Limits and Temporary Overages
Learn how PayHelm handles temporary overages in usage limits and explore options for managing unexpected spikes in transactions.
Analyzing Revenue by Product Categories and Coupon Codes
Learn how to analyze revenue performance by product categories and track coupon code effectiveness using PayHelm's filtering and reporting tools.
Analyzing Customer Demographics and Gender-Based Purchasing Patterns
Learn how to analyze customer purchasing patterns by gender and demographics using PayHelm's filtering capabilities, including data sources and setup.
How to Set Up ShipStation Webhooks for Real-Time Shipping Updates in PayHelm
Learn how to configure ShipStation webhooks to automatically send shipping updates to PayHelm for real-time order tracking and improved fulfillment analytics.
How to Filter Orders by Store Credit Usage in PayHelm
Learn how to filter PayHelm orders by store credit usage using the Store Credit Range filter. Analyze customer loyalty patterns, track store credit redemption, and optimize your retention strategies.
How to Create Payment Method Breakdown Reports in PayHelm
Learn how to create and customize payment method breakdown reports in PayHelm. Analyze customer payment preferences with detailed metrics on credit cards, PayPal, Venmo, and other payment options.
How to Filter Reports by Keywords and Product Titles in PayHelm
Learn how to filter PayHelm reports by keywords, product titles, and SKUs. Create targeted analytics for specific products, campaigns, or categories with advanced filtering techniques.
Etsy Order Tracking and Fulfillment Data Not Updating in PayHelm
Learn how to resolve Etsy tracking number and fulfillment status sync delays in PayHelm. Includes troubleshooting steps, manual sync options, and prevention tips for ecommerce sellers.
Creating Year-Over-Year Comparison Reports in PayHelm
Learn how to generate year-over-year comparison reports in PayHelm to analyze trends over the past 2-3 years.
Understanding Order Transactions Report for Mixed Payment Methods
Learn how to use PayHelm's Order Transactions report to view detailed payment breakdowns for orders with mixed payment methods like cash and credit card combinations.
Troubleshooting Data Visibility Issues and Using Backfill Functionality
Learn how to resolve data visibility issues in PayHelm dashboards and reports using the backfill feature to import historical data for analytics and tax reporting.