TrueMargin

Support

Get help with setup, imports, and margin accuracy.

Setup checklist

Start with the Import Center guided setup or review core features.

  • Sync products & orders
  • Add unit costs
  • Import Shopify Payments/Balance CSV

Exports & imports help

  • Orders export: Orders → Export → Plain CSV (optional)
  • Payments export: Finances → Balance / Shopify Payments → export balance transactions (required)
  • Meta Ads export (optional)

Install True Margin

Get set up in minutes with the Shopify app install.

Tutorials & Guides

Quick walkthroughs for setup, imports, and keeping your data current.

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Import Center: quick setup

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Add unit costs (COGS + shipping)

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Import Shopify Payments / Balance CSV

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Refunds dashboard: interpret SAFE/WATCH/KILL

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Optional ad spend import

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Data completeness checks