tl;dr
Datasource Customizations let you control which data flows from a connected datasource into Klar.
Shop datasources: Exclude Orders from All Reports, Exclude Items from All Reports, Include Orders in All Reports, Apply Replacement Orders logic in All Reports
Marketing datasources: Exclude Costs, Include Costs
Source Settings (Shopify & Shopware 6): Product Information, Script Discounts, SKU Source
Find them under Store Configurator → Data Sources → open a datasource → Customizations.
Where to find Customizations
Customizations are applied per datasource. To access them:
In the left sidebar, go to Store Configurator → Data Sources
Click on any datasource to open its detail page
Scroll to the Customizations section
Click Create Customization → Add New Customization
When creating a customization, first select the action type, then add your conditions. Use the Apply new customisation with highest priority toggle if you need this rule to take precedence over existing ones.
Source Settings are in a separate section below Customizations on the same page.
Shop Datasource Customizations
The following customizations are available for all shop datasources (Shopify, Shopware, WooCommerce, etc.):
Exclude Orders
Some orders don't belong in your reports — test orders, free influencer shipments, or internal orders. Use this to filter them out.
Available filter conditions for Shopify: Shopify Order Tags, Discount code, Revenue value.
Exclude Orders from All Reports
Some orders don't belong in your reports — test orders, free influencer shipments, or internal orders. Use this to filter them out.
Shopify — available conditions:
Condition | Example use |
Shopify Sales Channel | Exclude orders from a specific sales channel |
Shopify Order Tags | Exclude orders tagged |
Shopify Customer Tags | Exclude orders from staff or VIP customer accounts |
Shopify Order Gross Revenue | Exclude orders below or above a revenue threshold |
Shopify Order Item SKU | Exclude orders containing a specific SKU |
Shopify Order Shipping Country Code | Exclude orders shipping to a specific country |
Shopify Order Discount Codes | Exclude orders using a specific discount code |
Order Date | Exclude orders before or after a certain date |
Shopify Location Name | Exclude orders fulfilled from a specific location |
Order Name | Exclude specific order numbers |
Financial Status | Exclude orders by payment status (e.g. refunded) |
Shopify Product Type | Exclude orders containing a specific product type |
Item Vendor | Exclude orders from a specific vendor |
Shopware — available conditions:
Condition | Example use |
Sales Channel | Exclude orders from a specific sales channel |
Shipping Country | Exclude orders shipping to a specific country |
Gross Revenue | Exclude orders below or above a revenue threshold |
Discount Codes | Exclude orders using a specific discount code |
Order Tags | Exclude orders with a specific tag |
Payment Gateway | Exclude orders paid via a specific payment method |
Order Customer Company | Exclude orders from a specific B2B company |
Order Status | Exclude orders by fulfilment status |
Order Financial Status | Exclude orders by financial/payment status |
Order Date | Exclude orders before or after a certain date |
Financial Status | Exclude orders by payment status (e.g. refunded) |
Example rule: Shopify Order Tags → Like → test — excludes all orders tagged "test" from all reports.
💡 Tip: Combined with multiple store views, Exclude Orders gives you the flexibility to create different data views for different markets or business units.
Exclude Items from All Reports
Use Exclude Items to filter out specific line items from orders. Useful when certain products should never appear in your reports. Available filter conditions depend on your shop platform.
Shopify — available conditions:
Condition | Example use |
SKU | Exclude a specific product variant by SKU |
Shopify Product Type | Exclude all products of a given type |
Shopware — available conditions:
Condition | Example use |
SKU | Exclude a specific product variant by SKU |
Include Orders in All Reports
Include Orders is the inverse of Exclude Orders — only orders matching your criteria are included.
Shopify — available conditions:
Condition | Example use |
Shopify Sales Channel | Include only orders from a specific sales channel |
Shopify Order Tags | Include only orders with a specific tag |
Shopify Customer Tags | Include only orders from specific customer types |
Shopify Order Gross Revenue | Include only orders above a revenue threshold |
Shopify Order Item SKU | Include only orders containing a specific SKU |
Shopify Order Shipping Country Code | Include only orders shipping to a specific country |
Shopify Order Discount Codes | Include only orders using a specific discount code |
Shopify Product Type | Include only orders containing a specific product type |
Shopify Location Name | Include only orders fulfilled from a specific location |
Item Vendor | Include only orders from a specific vendor |
Shopware — available conditions:
Condition | Example use |
Sales Channel | Include only orders from a specific sales channel |
Shipping Country | Include only orders shipping to a specific country |
Gross Revenue | Include only orders above a revenue threshold |
Discount Codes | Include only orders using a specific discount code |
Order SKU | Include only orders containing a specific SKU |
Order Tags | Include only orders with a specific tag |
Order Customer Company | Include only orders from a specific B2B company |
Example: You have one Shopware store serving both DE and AT customers. Create two Klar stores and use Include Orders in All Reports → Shopify Order Shipping Country Code in each to split by country.
Apply Replacement Orders logic in All Reports
When your customer service reships a broken or late delivery, they often create a new order at 100% discount. Replacement Orders solve this. Orders identified as replacements are assigned:
Order count: 0
Revenue: 0
Discount/voucher value: 0
Product and logistics costs: kept — because you did incur them a second time
Shopify — available conditions: same as Exclude Orders (see table above).
Shopware — available conditions: same as Exclude Orders (see table above).
Example rule (Shopify): Shopify Order Tags → Like → customer support — flags all customer-service-created orders as replacements.
Marketing Datasource Customizations
Marketing datasources (Meta, Google Ads, TikTok, and others) can also be customized to control which costs flow into Klar.
Exclude Costs
Use Exclude Costs to remove spend from specific campaigns, ad sets, ads, or countries from your reports.
Available filter conditions for Meta: Facebook Campaign Name, Adset Name, Ad Name, Country. Other platforms offer equivalent fields (e.g. Google Campaign Name, TikTok Ad Name).
Example rule: Facebook Campaign Name → Contains → influencer — excludes all influencer campaigns from ad cost calculations.
Include Costs (Ad Account Filters)
Include Costs is the most common way to handle shared ad accounts in multi-store setups. Connect the same ad account to multiple Klar stores, then use Include Costs in each to filter which campaigns belong to which store.
Example: Two stores (EU + US), one shared Meta Ads account. Connect Meta Ads to both stores and configure:
EU store: Include Costs → Facebook Campaign Name → Contains →
[EU]US store: Include Costs → Facebook Campaign Name → Contains →
[US]
Each store now sees only its own ad costs.
Only one client's data — filtering a shared ad account (agencies)
If you connect an ad platform (e.g. Pinterest, Meta) where your login has access to several ad accounts — for example an agency managing multiple clients — Klar pulls in all of those accounts by default. To keep only the relevant client in this store, filter at the data source level:
Open the ad platform data source (e.g. Pinterest) in Store Configurator → Data Sources.
Go to Customizations and click Add.
Add a filter to include or exclude by Ad Account ID — include only this client's ad account, or exclude the other accounts.
Use the Ad Account ID, not a campaign-name filter, when you need to keep a whole other account out. (Campaign-name filters like "contains EU / US" are for splitting a single account across stores — not for separating different clients.)
Does this also fix historical data? Yes. These settings apply to the entire time period, so ad costs from another client that already showed up in this store are removed retroactively once the filter is set — unless you explicitly configure a time-bound setting.
Source Settings
Source Settings are available for Shopify and Shopware 6 datasources.
Product Information (Shopify)
If you've renamed products over time, the same product may appear under multiple names in your reports. Product Information controls which name Klar uses:
Use product information at checkout (snapshot) — uses the product name as it was at the time the order was placed. Recommended for historical accuracy.
Use product information from catalog — uses today's current product name and SKU from your Shopify catalog. Useful if you want all historical orders to reflect your current naming.
Script Discounts (Shopify)
Shopify Script Discounts are applied programmatically and can serve two different purposes. Tell Klar how to treat them:
Apply to Price Reduction — use this if you use Script Discounts to create bundles (the discount is part of the product price, not a customer-facing voucher)
Apply to Discount — use this if you use Script Discounts as regular discount codes that customers benefit from
This affects how discounts appear in your P&L waterfall and reports.
SKU Source (Shopware 6)
In Shopware 6, you can choose which product field Klar uses as the SKU identifier:
EAN — uses the product's EAN (European Article Number) as the SKU in Klar
Product number — uses the Shopware product number as the SKU in Klar
Choose based on which field you use consistently in your catalogue and in your COGS configuration. If your COGS sheet references product numbers, select Product number — and vice versa for EAN.