Margly · Help Center

Margly Help Center

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Help categories

8 areas · 38 articles

Getting started

What Margly does and how to get started quickly.

·What is Margly and how does it help you
·Onboarding guide — registration and first connection
·First data load — when you'll see the first overview
+ 1 more

Integrations

Connect your store, ad platforms and Analytics.

·Connecting a Shoptet store
·Connecting an Upgates store
·Connecting a Shopify store
+ 10 more

Products

Product table — sorting, stock/turnover and AI exclusion.

·Sorting products and the Stock / turnover column
·Excluding products from AI

Costs & margins

AI invoice import, manual costs and margin calculations.

·AI invoice import from PDF
·AI cost import from Excel
·Manual cost entry
+ 2 more

AI Advisor & tasks

Recommendations, action items (My tasks) and drilldowns.

·Using the AI Advisor
·AI Advisor limits and accuracy
·My Tasks — concrete actions with evaluation
+ 1 more

Billing

Plans, trial, invoices and limits.

·Plans and comparison
·Trial and upgrade to a paid plan
·Limits and usage — what counts

Team

Invite teammates, owner and editor roles.

·Inviting colleagues to the team
·Roles and permissions in the team
·Sharing access between accounts

Settings

VAT, data sync, account profile.

·VAT settings
·Data sync
·Account profile
+ 1 more

A human reply

Didn't find your answer?

Write to us directly — we usually reply within 24 hours on business days.

support@margly.io