ConnectBooks Integration

Overview

ConnectBooks is an integration tool that connects your accounting software to Sellercloud. Integrating Connectbooks with Sellercloud lets you sync your data across multiple business platforms, helps streamline your workflow, and provides a comprehensive view of your finances. 

ConnectBooks provides detailed financial analytics and reporting, automated bank reconciliation, and secure cloud storage.

Prerequisites

To begin the integration process, configure your P&L Settings and create an Employee with the right permissions.

Profit & Loss Settings

You will need to enable all options in the Non-Order Transaction Type List. Follow the steps below:

1. Go to Reports > Profit & Loss > Manage P&L.
2. Open the Non-Order Transaction Type List and enable all the listed transactions.
3. Click Save.

Create an Employee

You will also need to Create an Employee with access to Sellercloud to execute tasks and retrieve queued jobs.

To do that follow the steps below:

1. Go to Settings > Employees > Manage Employees.
2. Click on the Plus Button.
3. Enter the required information.
4. Click on Add.

Employee Permissions

Once the Employee is created, the following permissions need to be granted:

1. Navigate to Employees > Manage Employees > Toolbox > Permissions.
2. Click on Edit.
   1. Permission for the necessary companies from which the product info will be gathered.
   2. Product Catalog and Inventory Permissions.
3. Give the needed permissions.
4. Click on Save.

Create a Scheduled Task

To automate the connection to Connectbooks, follow the steps below:

1. Go to Settings > Scheduled Tasks > Manage Scheduled Tasks.
2. Press the Green Plus to Create a New Scheduled Task.
3. A pop-up will appear.
4. Choose the Task Type for Export Products, Task Name, Company, and Start Time. The start time includes a calendar date and time. You can select both values from the Calendar and Time View pop-ups.
5. Enter the information required and click on Create.
6. Open the Scheduled Task and click on Edit.
7. Enter the required information.
   1. Export via Plugin: Connect Books CSV Product Export.
   2. User ID: the newly created ConnectBooks Employee.
   3. Saved search – The saved view needs to be created under the same Employee.
      1. note that searches are per user, so the search needs to be saved under the ConnectBooks user.
8. Click Save.

Learn more about Scheduled Tasks here.

ConnectBooks Account

Once you create a Scheduled Task, you will need to give the ConnectBooks representative the Task ID from Sellercloud to complete the integration.