truemargin
/ HELP & SUPPORT

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Get help with setup, imports, and margin accuracy — usually within one business day.

01

Setup checklist

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

  • Sync products & orders
  • Add unit costs
  • Import Shopify Payments / Balance CSV
02

Exports & imports

  • 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.

Import Shopify Payments / Balance CSV

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Refunds dashboard: interpret SAFE/WATCH/KILL

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