First-time setup checklist
The 5-minute post-install workflow that gets you the most out of Ordinary — connect data sources, set display currency, invite your team.
Written by The Ordinary Team · Updated First-time setup checklist
Right after install, the Getting Started panel on your home page lists a handful of tasks that unlock the full Ordinary experience. This article walks through each one.
Most of these take under a minute. Do them in order.
1. Confirm your display currency
Ordinary shows all revenue in a single currency to avoid mixing figures across stores that sell globally.
Go to Settings → Preferences → Display currency. Pick USD, GBP, EUR, CAD, or whichever you report in. Orders in other currencies are excluded from totals — you can still see them in the raw orders list.
2. Confirm the pixel is connected
On the home page, the Pixel status pill should read Connected in green. If it’s Disconnected, see Pixel says “Disconnected”.
3. Connect at least one ad platform
Ordinary’s attribution is strongest when it can see your ad spend alongside your pixel sessions. At minimum, connect the platform you spend the most on:
Each takes ~2 minutes and uses OAuth — no API keys to paste.
Ad integrations are available on Starter and higher. Free merchants see attribution from pixel data alone.
4. Invite your team
If you’ve got partners, marketers, or freelancers who should see the data, invite them.
Go to Settings → Team → Invite member. See Inviting your team for role options and seat limits.
5. Set up channel taxonomy (optional, Starter and higher)
If your store has a mix of UTM conventions (e.g. fb in some links,
facebook_ads in others, Facebook elsewhere), map them to canonical
names so your reports consolidate cleanly.
Go to Settings → Channel Taxonomy. See Custom channel taxonomy.
6. Take a look at your first report
Head to Reports → Attribution. You should see:
- Today’s sessions + orders
- The conversion funnel
- UTM breakdown for any tracked sources
If the numbers look wrong, see Attribution numbers don’t match Shopify.
Done. What’s next?
- Read Attribution models explained so you know which model fits your business.
- Bookmark the Dashboard guide for a tour of the home page.
- If you run subscriptions through Recharge, read Subscription-aware attribution.