Two ways to start with Margly#
Margly can be launched in two ways:
- Classic registration on the website — you go through your own registration, pick a platform, and connect it.
- Via the Margly.io add-on in the e-shop platform marketplace — upon installing the add-on Margly creates an account automatically, loads data, and immediately starts a 14-day trial.
Currently available add-ons:
| Platform | Margly.io add-on | Status |
|---|---|---|
| Upgates | doplnky.upgates.cz/detail/margly-io | available |
| Shopify | Shopify App Store | coming soon |
| Shoptet | Shoptet Addons | coming soon (authorized add-on) |
Path A: Classic registration by email#
Registration by email
On app.margly.io enter your email. Margly immediately sends you a 6-digit login code to your email. You don't set a password — at every login you receive a fresh code, which is valid for several minutes.
E-shop platform selection
Margly currently directly supports Shoptet, Upgates, and Shopify (the Shopify add-on is in preparation — until then we'll handle the connection for you individually after you write to support@margly.io).
If you use a different platform that Margly doesn't yet support, also write to us — we handle it case by case.
Connection
According to the selected platform, Margly shows you the exact procedure:
- Upgates (Margly.io add-on) — click through to the Upgates marketplace, install the Margly.io add-on, approve permissions (all automatic)
- Shoptet (authorized Margly.io add-on) — coming soon in Shoptet Addons. After release the connection will be click-through from the marketplace, install the add-on, approve permissions — without manual key entry.
- Shoptet (API key) — paste the API key from the Shoptet administration. API is available only for the Shoptet Premium tier.
- Shoptet (CSV) — paste 3 feed URLs: orders, products, customers. Margly pulls a small sample and tests that it can read the data (encoding, separators, structure). If something fails, it shows an exact problem description. Works for all Shoptet tiers.
- Shopify (Margly.io add-on) — coming soon in the Shopify App Store. After release the connection will be click-through from the marketplace, install the add-on, approve permissions. Until then we handle the connection for you individually via support@margly.io.
Details in the Integrations section.
First data load
After successful connection Margly starts pulling historical data. It runs in the background — you can close the page, you'll receive an email when it's done. Detail in First data load.
Path B: Via the Margly.io add-on#
If you use Upgates (and soon Shopify or Shoptet), the easiest path is the add-on:
Open your platform's marketplace
For Upgates: doplnky.upgates.cz/detail/margly-io
For Shopify and Shoptet, the add-on is still coming soon — follow news or sign up for our website newsletter.
Click the install button
The button name differs by platform:
- Upgates — button Activate
- Shoptet — button Order add-on
- Shopify — button Install (after release)
Approve permissions
The add-on will request access to read products, orders, and customers. Margly never intervenes in your e-shop — it is purely read-only.
Margly automatically creates an account
After approval you'll receive an email with a link to Margly. Margly automatically:
- Creates a user account
- Starts a 14-day free trial at the Business level
- Loads historical data from the e-shop
No additional steps.
Country and VAT#
During onboarding Margly will prompt you to select a business country and answer whether you are a VAT payer. Without both, the app won't let you onto the dashboard — it drives key calculations across Margly.
What is derived from the country:
- VAT rate for margin calculations and reverse-charge on ad invoices (Google, Meta, Sklik bill VAT payers without tax, Margly computes VAT according to the country — CZ 21 %, SK 23 %, DE 19 %, AT 20 %, PL 23 %, …)
- Subscription billing currency — Stripe bills in CZK (if your e-shop sells in CZK) or in EUR (all other currencies). Stripe doesn't support other currencies for Margly.
- Timezone for daily overviews, data updates, and task evaluations
- User interface language (CZ → Czech, SK → Slovak, DE/AT/CH → German, others → English — manually switchable in the Integrations section or from the sidebar)
- Tax identifier type on the Stripe invoice (tax ID for EU countries, British VAT number, Swiss UID, American EIN, Canadian GST/HST, Australian ABN, etc.)
What the question "Are you a VAT payer?" determines:
- VAT payer — default price display without VAT (VAT is a pass-through item for you, doesn't belong in margin)
- Non-payer — default price display with VAT (VAT is your real cost)
- This default setting you can switch at any time in Billing with the "Show prices with VAT" toggle
Supported countries (42):
CZ, SK, DE, AT, PL, HU, SI, HR, RO, BG, NL, BE, FR, IT, ES, PT, IE, SE, FI, DK, LT, LV, EE, GR, CY, MT, LU, GB, CH, NO, US, CA, AU, NZ, JP, SG, IL, IN, MX, BR, TR, ZA.
Specifics for some countries:
- USA, Canada, Brazil — Margly holds the VAT rate at 0 % (US sales tax by state, Canadian provincial PST/HST, Brazilian ICMS/IPI/PIS/COFINS are per-state more complicated). You can override the rate per product in the Products section.
- Sklik — available for CZ and SK tenants, condition is an e-shop selling in CZK (seznam.cz bills in CZK).
- Heureka — available for CZ and SK markets.
- Exchange rates — Margly converts via Frankfurter/ECB. Some exotic currencies (AED, RUB, UAH, TWD) are not in the catalog — when your e-shop uses them, write to us.
Changing the country later:
You go to Billing → Business country. Margly on change automatically recalculates historical margins (timezone change) and refreshes the product profitability snapshot. Detail in VAT settings.
14-day trial starts automatically#
The 14-day free trial at the Business level kicks in for you immediately upon registration (or upon add-on installation) — onboarding (platform selection, country, VAT, first data load) already proceeds inside the trial, so it doesn't intrude on it. Without a payment card. After 14 days the account moves to read-only mode (see Plans and comparison). Just pick a plan and you'll return to full operation.
What's next#
Continue with connecting an e-shop or first review what Margly does.