Recommended Setup

Kleio automatically starts pulling all data from Shopify immediately after installing. But to get the most out of Kleio, we recommend that you spend 5 minutes inputting the valuable data that we can’t just pull from Shopify.

Step 1: Insert missing COGS (and weights)

Kleio automatically pulls Cost of Goods Sold from your Shopify store, but please navigate to Costs → Missing Data to check if there’s any products with missing COGS.

Here, you can also add missing weights if that’s relevant for you — either for setting shipping costs in Kleio, or to feed weights back to your fulfillment setup for accurate shipping prices.

Note: If you need quantity-based COGS — for example, if you’re dropshipping — you can create custom COGS instead.

Step 2: Connect Ad Platforms and 3PLs

Connect your advertising accounts to track ad spend automatically:

Meta (Facebook/Instagram)
Google Ads
AppLovin
Snapchat
TikTok

Connect your affiliate platform to track affiliate commissions:

GoAffPro

See Ad Integrations for platform-specific details and connection notes.

Connect your 3PL to import actual shipping costs:

ShipHero

Step 3: Define Your Costs

You need to set up your variable and fixed costs for Kleio to accurately show you your profits in real-time.

Variable Costs: Kleio automatically pulls in Shopify Payment transaction fee’s. But you need to define:

Shipping costs (per order or by weight)
Fulfillment costs (packaging, handling, etc.)
Returns costs (handling, shipping, etc.)
Transaction fees for other payment gateways

Read more about setting up variable costs here.

Fixed Costs:

Rent
Salaries
Software subscriptions

Read more about setting up fixed costs here.

Tip: If you’ve connected the MCP server, you can paste your shipping rate cards, payment fee schedules, or bank statements into Claude or ChatGPT and ask it to create the costs for you.

How detailed should I be?

If you don’t already know your overhead as a % of revenue, input everything — salaries, software, rent, etc. Aim for annual accuracy, not daily perfection.

If your fixed costs are stable, you can skip them entirely and use margin as your key metric instead. Movement in margin will reliably reflect real performance changes without needing to model overhead.

Either way, COGS and variable costs need to be accurate — they’re the foundation for both margin and profit numbers.