Recommended Setup

The four recommended steps to get the most out of Kleio.

Step 1: Set up store currency and timezone in Settings

We show all your data in the selected currency and use the timezone to define days.

It’s recommended that you use the same currency and timezone as your Shopify store so your numbers are the same.

Step 2: Insert Missing COGS

Kleio automatically pulls Cost of Goods Sold from your Shopify store. So you need to have COGS inserted on all products if you want it included in profit calculations.

Navigate to Costs → Missing COGS to review and update any missing costs.

You can also set a fallback cogs % in Settings to use when COGS is missing.

Step 3: Connect Ad Platforms and 3PLs

Connect your advertising accounts to track ad spend automatically:

Meta (Facebook/Instagram) - Connect via OAuth
Google Ads - Connect via OAuth
AppLovin - Enter your API credentials
Snapchat - Connect via OAuth
TikTok - Connect via OAuth

Connect your affiliate platform to track affiliate commissions:

GoAffPro - Enter your API credentials

Connect your 3PL to import actual shipping costs:

ShipHero - Enter your API credentials

Step 4: 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.