Quick Start Guide
1
Install PortfolioLoop from the Shopify App Store. Authorize the required permissions: read_customers, read_orders, read_products.
2
Open the Insights page to see your real-time monitoring dashboard. This is your command center for orchestrate all your micro-products, solo..
3
Navigate to Dashboard for detailed data tables. Review individual events, drill into specifics, and take manual actions when needed.
4
Go to Settings to configure your thresholds, alert preferences (email/Slack), and automation rules. PortfolioLoop works out of the box, but fine-tuning improves accuracy.
5
Use Team Management to add staff members with role-based access (Viewer, Editor, Admin). Control who can see data vs. who can take actions.
6
PortfolioLoop automatically starts monitoring your store via orders/create and orders/updated and CUSTOMERS_DATA_REQUEST and CUSTOMERS_REDACT and SHOP_REDACT events. No additional configuration needed — data flows within seconds of installation.
Estimated setup time: 5 minutes
Frequently Asked Questions
How does PortfolioLoop work technically?
Event Ingestion AI Analysis
What Shopify data does PortfolioLoop monitor?
PortfolioLoop automatically monitors fires when a new order is placed and fires when an existing order is modified and gdpr: customer data export. This happens in real-time — no manual setup required.
Does PortfolioLoop work with Shopify Plus?
Yes. PortfolioLoop is fully compatible with Shopify Plus, including multi-store setups, custom checkout flows, and advanced API access. Enterprise features like role-based access control (RBAC) and audit logging are available on higher tiers.
Is my store data secure with PortfolioLoop?
Absolutely. PortfolioLoop uses encrypted database storage (AES-256 at rest, TLS 1.3 in transit), hashes all email addresses with SHA-256, and follows SOC2 compliance standards. Data is retained for 90 days by default, configurable in Settings.
What if PortfolioLoop isn't showing data?
The most common issue is missing api scopes. "Cannot initialize Shopify API Library" error on app load. Check your app settings and ensure all required permissions are granted. Contact support@kovotic.io if the issue persists.
