How to Determine Names for a Location ID/Staff ID

Some of you may have noticed the columns for Location ID or Staff ID on our various reports (e.g. Sales by POS Location). 

Using these fields, you can see your Sales at each of your retail locations and have the totals broken down to each specific store (Location ID) and/or each specific staff member (Staff ID).

Now currently Shopify doesn't make the actual names of each available to us in Report Toaster (only the ID #s). 

If you don't happen to know which ID # corresponds to which location/staff member, this guide will therefore explain how you can lookup those ID numbers in Shopify. 

Location ID 

1.) In the Shopify Admin, go to Settings (bottom left). 

2.) Under Settings, go to Locations

3.) There you should see each of your POS Locations. Click on the POS location to open it. 

4.) Once you have the location opened, you should see the Location ID in the URL bar in your browser. This then tells me that this location corresponds to that ID. 

You can then provide us with a list of Location IDs and the corresponding Location Names for any custom fields you need mapping

For example, if you wanted Location Name added as a column to our Sales by POS Location Report then we can add it as a custom field:

 

All you need to do is email us to support@cloudlab.com with a list of which names go with which location IDs (following the steps above) and we'll take care of the rest.

Staff ID/Attributed Staff ID

For privacy reasons, Shopify doesn't let 3rd party apps see which Staff ID corresponds to which Staff Name.

However, as the merchant, you can easily lookup which Staff IDs go with which Staff Names by following this easy method below. 

1.) Login to your Shopify store as normal

2.) After successfully logging in, open up a new tab/window in your browser and paste the following in the address URL bar. 

https://admin.shopify.com/store/{{shop domain}}/users.json

NOTE - Replace {{shop domain}} with your Shopify domain, but do NOT include the .myshopify.com portion.

E.g. If my demo store was float-frenzy.myshopify.com, I would put https://admin.shopify.com/store/float-frenzy/users.json in the address bar:

Tip: If you don't know your Shopify domain, you can login to Report Toaster and simply click the profile icon (top right).
This will tell you the exact domain your Report Toaster account is registered to: 

3.) You'll see a page (roughly) like this.

Don't worry - this is nothing scary, just a JSON version of the users page in your Shopify store:

4.) If your browser has a cleanup option (e.g. Chrome has something called Pretty-print which turns the resulting JSON into a much neater format), toggle this option now

5a.) Finally, right click in a blank portion of the page, go to Save as and download the JSON file to your device. 

(Make sure the format says JSON before you click Save)

5b.) If saving via the above doesn't work for you, then alternatively you can simply copy and paste all of the text on the page and paste directly into a Notepad document and save to your device: 

6.) Send the resulting file to us at support@cloudlab.com. We can then map the User IDs with the corresponding staff names in that file. 

And that's it!

For more information about using Report Toaster, check out our FAQ or reach out to us at any time :) 

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