Connect a sales channel

Learn how to connect a sales channel to Craftybase to import your products and sales.

To learn more about sales channels and the integrations we currently support, see our article here: About sales channels.


In this article:


How to connect a sales channel

To connect your online store as a sales channel, sign in to your Craftybase account, click on the main menu, and choose Sales Channels. Craftybase allows for you to have as many shops connected as you like through your sales channels once they are activated. 

For example, you can have multiple Etsy shops connected through our Etsy integration or multiple Shopify stores connected through our Shopify integration. There are currently no limits on how many shops or stores you connect through the integrations, but the amount of integrated sales channels you can have is dependent on your subscription

How do I find my Sales Channel page?

To get started on connecting your sales channels, you'll want to head to your Sales Channel page. This page can be found in the three dotsī¸™to the right of the Reports tab.

Choosing a start date for your imports

To set a specific date to import your sales from you'll want to set your Account Start Date before you connect your channel. The import will then use this date as the earliest date to import your data from. 

If you would like to change your start date and already have sales channels in place, you'll want to disconnect these to remove all imported data, change your account start date, then reconnect the channels. This will ensure that only data from the nominated start date will be imported into your account.

After the initial import, you can select a specific period of time to import your orders and fees by running a manual import. To change your start date after you have already imported, you'll want to disconnect your sales channel to remove all data, ensure your Account Start Date is set correctly, then reconnect the channel.

You cannot import data more than 365 days ago - if you need to backdate further than this please get in touch to discuss options.


Switching off automatic importing

It is possible to turn off the daily automatic imports if you would rather import your latest orders and expenses manually. This can be useful in situations where you need to continuously baseline your stock levels on a daily basis before importing your latest data.

To switch off automatic daily imports for a sales channel:

1. Navigate to your Sales Channels page

2. Click the sales channel you'd like to set this setting for

3. On the sales channel page, click the Edit button

4. Uncheck the box called Automatic Updates

5. Click the Save button.

Manual imports can only be run for a maximum date range of 30 days.

Automatically marking imported orders as shipped

If you sell in person via a POS or have another situation where your orders need to be marked as "shipped" instantly, you can set your sales channel to do this automatically for you.

To mark imported orders with an automatic shipped date for a sales channel:

1. Navigate to your Sales Channels page

2. Click the sales channel you'd like to set this setting for

3. On the sales channel page, click the Edit button

4. Check the box called  Automatic Shipped Date

5. Click the Save button.

For any future orders, the shipped date will automatically be saved as the same date the order was placed. If a shipped date that is different from this date is found on the sales channel in a future sales channel fetch, the date found on the sales channel will be used instead.


Setting a default location for imported orders

On eligible plans, it is possible to nominate a location to be used for all orders imported from the channel. This can be useful for warehousing situations such as Amazon FBA.

To set a default location for all orders imported from a specific sales channel:

1. Navigate to your Sales Channels page

2. Click the sales channel you'd like to set this setting for

3. On the sales channel page, click the  Edit button

4. Search for your location in the search box called Location (if you need to add a new location, instructions for this step can be found here)

5. Click the  Save button.

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