Category: guide

FitBiz for Shopify setup guide

Overview

Connect Fitbiz for Shopify and keep track of your business performance with a suite of quick insights straight to your inbox.

How to setup the integration

  1. Register or sign in the Amaka dashboard to get started.
  2. Browse the Business trackers section
  3. Click the New Business Tracker button and select Shopify + FitBiz from the list to commence the setup.
  4. Sign in to your Shopify account by clicking the Connect new account button underneath Shopify logo. Follow the guided the authentication process to grant all relevant permissions.
  5. Follow the wizard to choose your preferred frequency and the email address where you wish to receive the FitBiz report.
  6. Click Save + Continue to finish the setup.

After completing the setup, the new business tracker will be listed on the Amaka dashboard.

Need any help?
Need help? Visit our Help desk or Schedule a support session

Continue reading

Shopify + Xero Setup guide

Overview

Connect Shopify and Xero to start syncing your daily sales transactions.
  • Sales
    • On a daily basis, the integration will sync a summary of your previous day's sales data from Shopify into Xero generating an invoice.
    • You can customise your preferred sales summary view choosing from a wide array of formats.
    • Capture all payment transactions including gift cards, tips, tax and payment fees.
    • Easily reconcile Shopify sales and payments in Xero.

Before you start

  • Sign up for a Shopify account and a Xero account (if you haven't already).
  • The Shopify + Xero integration is only available for customers in Australia.

How to setup the integration

  1. Register or sign in the Amaka dashboard to get started.
  2. Click the New integration button and select Shopify + Xero from the integrations list to commence the setup.
  3. Sign in to your Shopify account by clicking the Connect new account button underneath Shopify logo. Follow the guided the authentication process to grant all relevant permissions.
  4. Authenticate your Xero account following the same procedure, then click Save + Continue.
  5. Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
  6. Click Save + Continue to finish and activate the integration.

After completing the setup, the new integration will be listed on the app dashboard where you can edit it or start a new one.


Express setup
Every day, an invoice with your daily sales summary will be created into Xero.

The integration will automatically map sales and payments from Shopify into Xero by creating the following default accounts:

Continue reading

Square + Google Data Studio Setup guide

Overview

Turn your Square data into smart insights through interactive dashboards and beautiful reports designed by industry leaders for your Google data studio reporting suite. It’s easy and 100% free.

Continue reading

Loyverse + Xero Setup guide

Overview

Loyverse + Xero Integration captures all daily transactions from Loyverse and syncs all data in a summarised format to a single invoice output in Xero by mapping sales, payments and taxes, which can be tracked by products, by location and by categories.

Continue reading

Dash + QuickBooks Online Setup guide

This integration is available for Dash customers in USA and Canada

Dash + Quickbooks Online integration has been brought to you by Dash and it is 100% free of charge.

Continue reading

Lightspeed + Quickbooks Online Setup guide

This integration is available for Lightspeed customers in USA and Canada

Lightspeed Retail + Quickbooks Online integration is 100% forever free of charge if you connect before the end of August 2020!

Continue reading

Payment list type is empty

No Payment types mapping options available

For Payment types, the integration filters and allows to map Current Liability accounts. The Payment account must have the "Enable Payments to this Account" activated in the Xero account settings, so that the integration can use it for the Payment type payment mapping.

Continue reading

No gift card mapping option available

No Gift Card mapping option available

For gift cards, the integration filters and allows to map Current Liability accounts. The Gift Card account must have the "Enable Payments to this Account" activated in the Xero account settings, so that the integration can use it for the Gift Card payment mapping.

Continue reading

Vend + MYOB data reconciliation

How can I check the accuracy of the integration?

The integration syncs one invoice at the end of each tranding day to record the sales summary in MYOB. All amounts from the transactions for the day are summed together in one invoice in MYOB.

Continue reading

Reconnect app account

How to reconnect an app account

If you have revoked the access or changed credentials of an account connected to an integration, you can easily reconnect it by expanding the options menu and cliking the Reconnect (or Edit) button in the Connected accounts page.

Continue reading