# 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.

Source: https://help.tryordinary.com/getting-started/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"](https://help.tryordinary.com/troubleshooting/pixel-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:

- [Connecting Meta Ads](https://help.tryordinary.com/integrations/meta) (most common)
- [Connecting Amazon SP-API](https://help.tryordinary.com/integrations/amazon)
- [Connecting Google Analytics 4](https://help.tryordinary.com/integrations/ga4)

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](https://help.tryordinary.com/getting-started/invite-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](https://help.tryordinary.com/integrations/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](https://help.tryordinary.com/troubleshooting/attribution-mismatch).

## Done. What's next?

- Read [Attribution models explained](https://help.tryordinary.com/concepts/attribution-models)
  so you know which model fits your business.
- Bookmark the
  [Dashboard guide](https://help.tryordinary.com/features/dashboard) for a tour of the home page.
- If you run subscriptions through Recharge, read
  [Subscription-aware attribution](https://help.tryordinary.com/concepts/subscription-attribution).