Home Benefits Integrations Pricing Customers Social Help AI Agent — 200+ Tools AI Report Builder AI Task Library AI Mobile App All Features Ecommerce Analytics Inventory Analytics Product Analytics Marketing Analytics Customer Analytics Traffic & Advertising Analytics Scheduled Reports Daily Snapshot Ecommerce Dashboard Custom Reports Data Pipeline Marketplace Sign In Request a Demo
rc-hobby-explosion tag4mypet fantastic-bigcommerce-fan maat-luxe bigcommerce-essential paleontological-research nightmaker bc-time-saver customization-pro small-business-bc colour-drama-boutique the-merch-club heyday excellence-bc data-driven-bc bc-analytics enterprise-bc ecommerce-business ai-chat-mcp-portal-builder isc-sport barracuda-baits
Skip to main content
PayHelm
Benefits
Integrations
Pricing
Customers
Help
Sign In

In this article

  • Step 1: Link Your Stores to PayHelm
  • Step 2: Connect Your Ad Platforms and Analytics Tools
  • Step 3: Invite Your Team
  • Step 4: Your Data Will Begin Importing
  • Step 5: Perform Your First AI Task
  • Step 6: Set Up a Daily AI Marketing Review
  • You're All Set
Help Center/Setup & Configuration
Setup & Configuration

Getting Started with PayHelm

Updated July 22, 2026
setup, onboarding, integrations, getting-started, ai-tasks

In this article

  • Step 1: Link Your Stores to PayHelm
  • Step 2: Connect Your Ad Platforms and Analytics Tools
  • Step 3: Invite Your Team
  • Step 4: Your Data Will Begin Importing
  • Step 5: Perform Your First AI Task
  • Step 6: Set Up a Daily AI Marketing Review
  • You're All Set

Related Articles

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 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.

Was this article helpful?

Still have questions? Our team is here to help.

Try PayHelm free on iOS & Android

AI Agent, dashboards, and 50+ integrations — in your pocket.

Download on the
App Store
Get it on
Google Play
PayHelm

Advanced analytics for modern ecommerce businesses.

Product

  • Features
  • Benefits
  • AI Agent
  • AI Task Library
  • AI Use Cases
  • Integrations
  • Marketplace
  • Mobile App
  • Pricing

Company

  • About
  • Customers
  • Social
  • Blog
  • Changelog
  • Become a Partner

Support

  • Help Center
  • Partners
  • Request a Demo
  • Contact
  • Insurance Pricing

Legal

  • Terms of Service
  • Privacy Policy
  • Auto-Insure Terms
  • Insurance Terms
© 2026 PayHelm. All rights reserved.
    PayHelm

    Product

    Features Benefits AI Agent AI Task Library AI Use Cases Integrations Marketplace Mobile App Pricing

    Company

    About Customers Social Blog Changelog Become a Partner

    Support

    Help Center Partners Request a Demo Contact Insurance Pricing

    Legal

    Terms of Service Privacy Policy Auto-Insure Terms Insurance Terms

    Getting Started with PayHelm