Account Setup Checklist

Last updated: September 17, 2026

Getting started with Polar is easy - follow the simple steps below to setup your account.

Welcome to Polar Analytics! 🎉 We're thrilled to have you onboard.

We've put together a few simple steps for you to get started with Polar Analytics. Take a look at the checklist below to get started.

Before you begin, you'll need to ensure that you have all the necessary permissions for your data sources. Once you have the right permissions, you're ready to get started!


🛠️ Account Setup:

Connecting your data sources should take 2-3 minutes.

Step 1: Connect your Shopify store(s)

Step 2: Connect Google Analytics

Step 3: Connect your Advertising sources

⚙️ Customize Settings:

Customizing your data settings is optional, and should only take 1-2 minutes.

Step 4: (Optional) Invite Users

Step 5: (Optional) Accounts Settings & Formatting

Step 6: (Optional) Data Settings

🔆 Personalize the Platform:

Once your data has loaded, personalize the platform to best fit your needs!

Step 7: Customize your Key Indicators dashboard

Step 8: Create Views

Step 9: Create Schedules for automated reports

Step 10: Create Custom Reports & Alerts