How do I connect Shopify, WooCommerce or Square to Sales Tracker?

If you sell books yourself, you can connect your store so its sales flow into Sales Tracker. Connections are under Store Integrations on the Import tab. Only the account owner can connect a store or run a store import, and you can connect one store per service.

WooCommerce

1. In your WordPress admin, go to WooCommerce, Settings, then the Advanced tab.
2. Click REST API, then Add key. Set Permissions to Read and click Generate API key.
3. Copy the Consumer key and Consumer secret. The secret is only shown once.
4. In Sales Tracker, click WooCommerce and fill in Store URL (your site address, like https://mystore.com), Consumer Key and Consumer Secret. Display Name (optional) is just for you.
5. Click Connect.

Pending, on-hold, cancelled, refunded and failed orders are left out.

Shopify

1. In your Shopify admin, go to Settings, Apps and sales channels, then Develop apps.
2. Click Create an app and name it, for example "Author's Toolbox".
3. Under Admin API integration, enable Read orders.
4. Click Install app and copy the Admin API access token (it starts with shpat_). It's only shown once.
5. In Sales Tracker, click Shopify, enter your Shop Domain (the .myshopify.com address) and the Admin API Access Token, then click Connect.

Only paid orders are imported.

Square

1. Click Square. You'll be taken to Square to sign in and approve the connection.
2. When you come back, Sales Tracker offers to import your orders.

Your Square account needs at least one active location.

Stripe, PayPal and Fourthwall

• Stripe: create a restricted key under Developers, API keys, with Read access for Balance, Charges and Refunds, Checkout Sessions and Invoices. Paste it into Restricted API key.
• PayPal: on developer.paypal.com, create a Merchant app under Apps & Credentials (Live), tick Transaction Search under Features, then copy the Client ID and Secret. PayPal can take up to 3 hours to switch Transaction Search on.
• Fourthwall: under Settings, For developers, click Create API User and copy the API username and API password.

The first import from these reads the last two years. Each card has a How to get link with the same steps.

After you connect

• Choose Import now when asked, or click Import Orders Now (or Import Sales Now / Import Payments Now) at any time.
• New sales also sync automatically every night.
• Store sales are grouped into one row per book, per month.
• If a product name doesn't match a book in your library, the Map products to your books window asks which book it is. Choose Keep as typed to keep the store's name, or Ignore for things that aren't book sales. You can also choose Skip for now. For Stripe, PayPal and Fourthwall, click Match to books later to file earlier sales under the right book.
• If you write under more than one pen name, set Pen name for imported sales. It applies to imports from then on.

To change credentials, click the pencil and re-enter them; saved keys are never shown again. To stop syncing, click the trash icon and confirm Disconnect. Your imported sales stay.