According to experienced business specialists, the key to gain new customers is to cover more channels of communication with potential clients. Sales platforms such as Stripe, PayPal, Shopify, and eBay provide your customers with an easy and convenient way to complete purchases online so that business owners can enjoy the benefits of an incoming stream of customers. However, many business owners struggle to handle their accounting, which might seem tricky at first.
This is where Synder comes into play, being a smart accounting software Synder mirrors the actual money flow happening in your ShipStation and records live transactions and historical data in your accounting system providing you with precise tax, customer, item, and other transaction details.
Follow easy steps in this helpful guide, and enjoy seamless synchronization with Synder.
Overview:
Start the ShipStation integration from scratch
Step 1. Create an account
If you’re getting started with Synder you’ll need to create a free Trial account and connect your accounting system first. Check out this guide if you would like to integrate ShipStation with Synder accounting, QuickBooks Online or Xero and this article to connect your QuickBooks Desktop company.
Step 2. Select the product(s) you are going to use
- Synder Sync;
- Business Insights;
- Or both of them for perfect control of your business.
Synder Sync: choose this product to push all of your transaction data from all sales channels into QuickBooks Online, QuickBooks Desktop, Xero, or Synder Books – our native accounting solution.
Business Insights: this Synder product lets you see how your business is doing. It aggregates data across all of your connected sales channels and payment gateways and provides you with timely insights into your products’ performance and your customer behaviors, as well as financial health indicators such as total sales, average order value, etc. The data is updated every hour!
Step 3. Provide your business details
Going through the set-up process of an Organization for your QuickBooks/Xero company or Synder Books – just fill in the information about your business and hit the Next step button.
Step 4. Select the platforms you would like to integrate
Now you need to select the platforms you would like to connect to Synder. Mark ShipStation and other sales platforms you would like to integrate with Synder (click View all processors to see the list of all available platforms).
Note: Mark all the services you’re using to receive payments, you’ll be able to connect all of them right away or skip the connection of particular integrations and set them up any time later.
Step 5. Select and connect your accounting platform
Select your QuickBooks Online or Xero company by clicking on the Connect button and grant permission to the software to record data in your QuickBooks or Xero company or proceed with our own Synder Books.
Note 1: if you are a QuickBooks Desktop user, check out this video tutorial to learn How to connect and sync data into QuickBooks Desktop.
Note 2: check out this guide if you would like to integrate QuickBooks Online or Xero.
If you’re going to connect Synder Books, follow the steps on the screen to grant permission to the system
Step 6. Connect your ShipStation account
Almost there! To complete the setup you just need to connect your ShipStation and other sales platforms to Synder.
In order to connect ShipStation, provide the following details:
- ShipStation Key;
- ShipStation Secret.
You may find them following these simple steps:
1) Log into your ShipStation account;
2) Go to Account Settings;
3) Select Account on the left-side menu – > click on API Settings;
4) Navigate to the API settings on the left-side menu;
5) Scroll down to the API Keys menu;
6) Click on Generate New API Keys if there is no API Key and Secret.
Note: If you’ve already generated your API keys, the existing API keys will be displayed here and the button will say Regenerate API Keys. If you already have API keys, do NOT generate new ones. Instead, copy your existing key and secret.
7) Copy and paste your API Key and API Secret to Synder.
You can integrate sales platforms one by one straight away or skip the connection for other additional payment processors and set them up later in Settings: tap the Settings button on the left side menu → hit the Add payment platform button.
Note: You can find our detailed guides on how to connect your sales channels and payment providers to QuickBooks Online/Xero via Synder in our Help center.
Tips and tricks for the ShipStation integration
Synder currently imports and syncs only shipped orders to your accounting company.
Get in touch with the Synder team via online support chat, phone, or email with any questions you might have – we’re always happy to help you!