Bold Commerce connector

Use your Bold Commerce data for reporting, automation and AI.

Data Panda brings your Bold Commerce data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

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Bold Commerce logo
About Bold Commerce

The Canadian commerce platform behind Bold Subscriptions and Bold Checkout.

Bold Commerce was founded in 2012 in Winnipeg, Manitoba, by Yvan Boisjoli and his co-founders, originally as Bold Apps building add-ons for the early Shopify App Store. Subscriptions, custom pricing, upsells and discounts were the first products and they still anchor the catalog today. The company grew into one of Canada's larger commerce software businesses, in the 200 to 500 employee range, with a head office in Winnipeg and a second office in Austin, Texas.

The platform has since expanded into Bold Checkout, a headless checkout that enterprise brands such as Staples Canada, Vera Bradley and PepsiCo run on top of their existing commerce stack. Subscriptions, discount campaigns, pricing rules and checkout sessions each carry their own data model, with their own webhooks, lifecycle events and reporting screens. Pulling Bold into a warehouse alongside the storefront, the ERP and the marketing tools puts those events on the same timeline as the rest of the customer record, so subscription churn, discount cannibalisation and headless checkout funnels can be answered against one set of numbers.

What your Bold Commerce data is for

What you get once Bold Commerce is connected.

Subscription and checkout reporting

One view of subscriber lifetime value, discount margin and checkout funnel across Bold and the storefront around it.

  • Active subscribers, MRR and churn per plan and per month
  • Discount campaign profitability after cannibalisation
  • Headless checkout funnel from cart to confirmation

Commerce automation

Keep Bold in step with the storefront, the ERP and the retention tools around it.

  • Subscription invoices posted into Exact Online
  • Pause or cancel events pushed to the CRM as tasks
  • Recovered checkout addresses synced back to Shopify customers

AI workflows

Turn pause-skip-cancel patterns and discount usage into actions retention and merchandising can run on.

  • Churn-risk score per active subscriber
  • Best next discount per segment without margin damage
  • Reorder-prediction for win-back outreach

Custom apps on your data

Internal tools on Bold data for people who should not need to log into the Bold admin to do their job.

  • Customer-service screen with subscription, order and discount history
  • Retention console for one-click skip, swap or save offers
  • Merchandiser board with discount cost against margin per SKU
Use cases

Use cases we deliver with Bold Commerce data.

A list of concrete reports, automations and AI features we have built on Bold Commerce data. Pick the one that matches your situation.

Subscriber LTV per planLifetime value per subscription plan after refunds and pauses.
Churn cohortsActive, paused and cancelled subscribers per signup month.
Discount cannibalisationMargin lost to a code that subscribers would have bought anyway.
Pricing-rule profitabilityWholesale and member pricing against landed cost per SKU.
Headless checkout funnelDrop-off from cart to confirmation on the Bold-hosted checkout.
Failed-payment recoveryDunning success rate per processor and per retry attempt.
Pause and skip patternsDays subscribers stay paused before they cancel or resume.
Subscription-to-one-off ratioShare of revenue from recurring versus one-off orders per cohort.
Win-back conversionCancelled subscribers who came back, by win-back offer.
Checkout abandonment by reasonWhere checkouts drop off, split by payment method and country.
Subscription tax auditRecurring revenue and VAT per plan and jurisdiction.
Real business questions

Answers you will finally get.

Which subscribers are about to churn and why?

Pause count, skip count, days since last shipment and last failed-payment date per active subscriber, scored against the cancel patterns of past cohorts. Retention sees the at-risk list before the cancel email lands instead of after.

Is the discount campaign really buying us new revenue?

Code redemption split between first-time buyers, returning shoppers and existing subscribers, with margin per group. Surfaces the 25% code that mostly went to people who would have bought at full price anyway, so the next campaign is aimed at the segment that needs the nudge.

Where does the headless checkout lose people?

Cart, address, payment and confirmation steps as a funnel, broken down by device, payment method and country. Pinpoints the country where Apple Pay is failing or the SKU that quietly stops checkouts, not just the global conversion drop.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

MRR, churn and recurring tax per plan and jurisdiction, with subscription invoices reconciled against the storefront ledger. Month-end stops waiting on a Bold export and a separate Shopify export to be glued together in a spreadsheet.

For sales leaders

Subscription cohorts, discount-code attribution and win-back conversion in one place. Retention and account managers work a list scoped to the segment that genuinely needs the offer rather than blasted at the whole list.

For operations

Failed-payment recovery, fulfilment SLA per subscription plan and pause-or-skip patterns per SKU. The plans where dunning is leaking and the SKUs where subscribers quietly drop off surface before the support queue does.

Ideas

What you can automate with Bold Commerce.

Pair with Shopify

Reconcile Bold subscriptions against Shopify orders

Bold Subscriptions billing events, pauses and cancellations land in the warehouse next to the underlying Shopify orders, customers and refunds. Recurring revenue, one-off orders and the storefront ledger sit on one timeline so finance and merchandising stop debating which export is the right one.

Pair with Klaviyo

Drive Klaviyo retention on real Bold subscription events

Bold Subscriptions and Bold Checkout events flow into Klaviyo as profile properties and metrics. Pause, skip, failed-payment and win-back flows fire on the actual subscriber state instead of a list import that is already a week stale.

Pair with HubSpot

Push Bold subscribers into HubSpot as contacts with full lifecycle

Active subscribers, plan, MRR contribution, last failed-payment date and pause history land in HubSpot as contact properties. Account managers and CS work a list grounded in current subscription state rather than a quarterly CSV.

Pair with Exact Online

Post Bold subscription invoices into Exact Online

Recurring invoices, refunds and dunning outcomes from Bold post into Exact Online as sales documents with the correct VAT, customer and plan dimension. Finance closes the month against one ledger instead of a Bold export reconciled by hand.

Pair with Mailchimp

Sync Bold customer segments into Mailchimp audiences

Subscriber, churn-risk and discount-eligibility segments built on Bold and storefront data flow into Mailchimp as audiences and merge fields. The newsletter team works from segments tied to live subscription behaviour, not a static export.

Pair with Slack

Alert Slack on Bold checkout failures and high-value cancellations

Spikes in failed payments, headless checkout drop-off or cancellations from high-LTV subscribers post into the right Slack channel within minutes. Retention and engineering see the incident in the channel they already work, before the support queue surfaces it.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Bold Commerce data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Bold Commerce to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Bold Commerce connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Which Bold Subscriptions data does the connector pick up?

Subscription contracts, billing intervals, pause and skip history, failed-payment events and the orders generated against each contract come across as first-class tables, alongside the customer and plan they belong to. Recurring revenue can be reported against the same customer record as the one-off orders next to it.

Can it report on the headless Bold Checkout funnel?

Yes. Checkout sessions, payment attempts, abandonment events and confirmed orders land in the warehouse with the original cart and customer linked. The funnel can be split by device, payment method and country instead of stopping at the global conversion number.

We already have a Shopify connector. Why also pull Bold?

The Shopify order table sees the order Bold generated, but not the contract behind it, the pause history, the failed-payment retries or the discount rule that made the price what it is. Pulling Bold next to Shopify keeps subscription churn, dunning and discount profitability answerable rather than inferred.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Bold Commerce setup and the systems around it. Together we pick the first thing worth building.