Integration Setup

Integrations allow Sederly to work seamlessly with your existing business tools and services. From payment processing to accounting software, these connections streamline your operations and eliminate duplicate data entry.

## Integration Overview ### Available Integration Categories Sederly supports integrations across multiple business functions: #### Payment Processing: - **Payment Gateways**: Stripe, PayPal, Square, Authorize.Net - **Point of Sale**: Square, Clover, Toast POS - **Digital Wallets**: Apple Pay, Google Pay, Samsung Pay - **Buy Now Pay Later**: Klarna, Afterpay, Affirm #### Accounting & Finance: - **Accounting Software**: QuickBooks, Xero, Sage, FreshBooks - **Bookkeeping**: Wave Accounting, Zoho Books - **Tax Services**: TaxJar, Avalara, TaxCloud - **Banking**: Bank feeds, payment reconciliation #### Communication & Marketing: - **Email Marketing**: Mailchimp, Constant Contact, SendGrid - **SMS Services**: Twilio, TextMagic, SimpleTexting - **Customer Support**: Zendesk, Freshdesk, Intercom - **Social Media**: Facebook, Instagram, Twitter #### Shipping & Logistics: - **Shipping Carriers**: UPS, FedEx, USPS, DHL - **Fulfillment**: ShipStation, Shippo, EasyShip - **Inventory**: TradeGecko, inFlow, Cin7 - **Delivery**: DoorDash, Uber Eats, Grubhub ## Payment Gateway Integration ### Setting Up Payment Gateways #### Stripe Integration: 1. **Create Stripe Account** at stripe.com 2. **Obtain API Keys**: - Publishable Key - Secret Key - Webhook Endpoint Secret 3. **Configure in Sederly**: - Navigate to Settings > Integrations > Payments - Select Stripe - Enter API credentials - Test connection 4. **Set Up Webhooks** for real-time updates 5. **Configure Payment Methods** (cards, wallets, etc.) 6. **Test Transactions** in sandbox mode 7. **Go Live** when ready #### PayPal Integration: 1. **Create PayPal Business Account** 2. **Generate API Credentials**: - Client ID - Client Secret 3. **Configure PayPal Settings**: - Payment methods - Currency settings - Return URLs 4. **Test Integration** 5. **Enable Live Mode** #### Square Integration: 1. **Set Up Square Account** 2. **Install Square App** (if using Square hardware) 3. **Connect API**: - Application ID - Access Token - Location ID 4. **Configure Hardware** (if applicable) 5. **Test Payments** ### Payment Gateway Configuration #### Common Settings: - **Supported Payment Methods**: Credit cards, debit cards, digital wallets - **Currency Settings**: Supported currencies and conversion - **Transaction Fees**: How fees are handled - **Refund Policies**: Automatic or manual refund processing - **Security Settings**: 3D Secure, fraud detection ## Accounting Software Integration ### QuickBooks Integration #### Setup Process: 1. **Prepare QuickBooks**: - Ensure QuickBooks Online subscription - Set up chart of accounts - Create customer and product lists 2. **Connect to Sederly**: - Go to Settings > Integrations > Accounting - Select QuickBooks - Authorize connection - Map accounts and categories 3. **Configure Sync Settings**: - Sync frequency (real-time, hourly, daily) - Data mapping (customers, products, sales) - Tax handling 4. **Initial Sync**: Import existing data 5. **Test Sync**: Verify data accuracy 6. **Monitor**: Regular sync monitoring #### Data Synchronization: - **Customers**: Sync customer information both ways - **Products**: Sync product catalog and pricing - **Sales**: Automatically create sales receipts - **Payments**: Record payment transactions - **Taxes**: Sync tax rates and calculations - **Reports**: Generate accounting reports ### Xero Integration #### Configuration Steps: 1. **Xero Account Setup** 2. **API Connection**: - Create Xero app - Obtain API credentials - Set up OAuth authentication 3. **Data Mapping**: - Chart of accounts mapping - Tax code mapping - Customer and supplier mapping 4. **Sync Configuration** 5. **Testing and Validation** ## Email Marketing Integration ### Mailchimp Integration #### Setup Process: 1. **Mailchimp Account**: Create or access existing account 2. **Generate API Key**: From Mailchimp account settings 3. **Connect Integration**: - Settings > Integrations > Marketing - Select Mailchimp - Enter API key - Select audience/list 4. **Configure Sync**: - Customer data fields - Sync frequency - Opt-in preferences 5. **Test Integration** 6. **Create Campaigns** using synced data #### Data Synchronization: - **Customer Information**: Names, emails, phone numbers - **Purchase History**: Order data for segmentation - **Preferences**: Communication preferences - **Segmentation**: Automatic list segmentation - **Automation**: Trigger campaigns based on purchases ## Shipping Integration ### Shipping Carrier Setup #### UPS Integration: 1. **UPS Account**: Create UPS developer account 2. **API Credentials**: - Access Key - Username - Password - Account Number 3. **Configure Services**: - Available shipping methods - Rate calculation - Label printing - Tracking integration 4. **Test Shipments** 5. **Go Live** #### FedEx Integration: 1. **FedEx Developer Account** 2. **API Setup**: - Key - Password - Account Number - Meter Number 3. **Service Configuration** 4. **Testing and Validation** ### Shipping Configuration #### Common Settings: - **Default Shipping Method**: Standard shipping option - **Rate Calculation**: Real-time or flat rate - **Package Settings**: Default package dimensions and weight - **Insurance**: Automatic insurance options - **Tracking**: Customer tracking notifications ## Advanced Integrations ### API Integration #### API Setup: 1. **Generate API Keys**: - Navigate to Settings > API - Create new API key - Set permissions and scope - Note key and secret 2. **API Documentation**: Access comprehensive API docs 3. **Authentication**: Set up OAuth or API key authentication 4. **Endpoints**: Configure required API endpoints 5. **Testing**: Test API calls and responses 6. **Implementation**: Deploy custom integration #### Webhook Configuration: - **Webhook URLs**: Set up endpoint URLs - **Event Types**: Choose which events trigger webhooks - **Security**: Configure webhook security - **Testing**: Test webhook delivery - **Monitoring**: Monitor webhook performance ### Third-Party Platforms #### E-commerce Platforms: - **Shopify**: Sync online store with POS - **WooCommerce**: WordPress e-commerce integration - **Magento**: Enterprise e-commerce platform - **BigCommerce**: Cloud e-commerce solution #### Inventory Management: - **TradeGecko**: Comprehensive inventory management - **inFlow**: Small business inventory solution - **Cin7**: Multi-channel inventory management - **Fishbowl**: Advanced inventory control ## Integration Management ### Monitoring and Maintenance #### Integration Dashboard: - **Connection Status**: Real-time status of all integrations - **Sync History**: Log of recent synchronizations - **Error Reports**: Failed syncs and error messages - **Performance Metrics**: Sync speed and reliability - **Usage Statistics**: API call usage and limits #### Maintenance Tasks: - **Regular Testing**: Monthly integration testing - **Credential Updates**: Refresh API keys and tokens - **Version Updates**: Update integration versions - **Performance Monitoring**: Track sync performance - **Error Resolution**: Address sync errors promptly ### Troubleshooting Integrations #### Common Issues: - **Authentication Failures**: Expired or invalid credentials - **Sync Errors**: Data mapping or format issues - **Rate Limiting**: Exceeding API call limits - **Network Issues**: Connectivity problems - **Data Conflicts**: Conflicting data between systems #### Resolution Steps: 1. **Check Integration Status**: Verify connection health 2. **Review Error Logs**: Identify specific error messages 3. **Test Credentials**: Verify API keys and tokens 4. **Check Data Mapping**: Ensure proper field mapping 5. **Contact Support**: Get help for complex issues ## Best Practices ### Integration Strategy #### Planning Guidelines: - **Assess Needs**: Identify which integrations provide value - **Prioritize Integrations**: Start with most critical integrations - **Plan Data Flow**: Map how data flows between systems - **Test Thoroughly**: Test all integrations before going live - **Train Staff**: Ensure team understands new workflows #### Security Considerations: - **Secure Credentials**: Protect API keys and passwords - **Regular Updates**: Keep integration software current - **Access Control**: Limit who can modify integrations - **Monitor Activity**: Watch for unusual integration activity - **Backup Plans**: Have fallback procedures for integration failures ### Performance Optimization #### Efficiency Tips: - **Batch Processing**: Use batch operations when possible - **Sync Frequency**: Balance real-time needs with performance - **Data Filtering**: Only sync necessary data - **Error Handling**: Implement robust error handling - **Monitoring**: Continuously monitor integration performance ## Quick Reference ### Integration Checklist - [ ] Identify required integrations - [ ] Create accounts with service providers - [ ] Obtain API credentials - [ ] Configure integration settings - [ ] Test connections and data flow - [ ] Train staff on new workflows - [ ] Monitor integration performance - [ ] Schedule regular maintenance ### Common Integration Types - **Payment**: Stripe, PayPal, Square - **Accounting**: QuickBooks, Xero, Sage - **Email**: Mailchimp, Constant Contact - **Shipping**: UPS, FedEx, USPS - **E-commerce**: Shopify, WooCommerce ### Troubleshooting Quick Fixes - **Connection Failed**: Check credentials and network - **Sync Errors**: Review data mapping and formats - **Rate Limits**: Reduce sync frequency or upgrade plan - **Authentication**: Refresh API tokens and keys - **Data Conflicts**: Review and resolve data inconsistencies