Step 1 : Login to Unify, Go to Connections >> Stores >> Add a Store and select Pinnacle Cart from the pop-up menu.
Step 2 : Enter your store web URL and click Continue. If your module is already installed, you will be taken to step 4.
Step 3 : If your module is not installed, you will need to enter your FTP credentials. These can be obtained from your “System Administrator or your hosting company”.
Step 4 : Once the module is installed, the screen below would come up where your Webgility Store module URL will be pre- filled. Enter your store admin credentials and Click on continue.
Step 5 : Here you can select a date range for downloading orders and those status(es) that you want downloaded from your eCommerce store. Click on Continue, Unify will download your orders and you will be redirected to the Connections tab of your Unify.
Next Steps :
- Connecting your Unify to your accounting software
- Intro Sync Settings
- QuickBooks Online Sync Settings
- Xero Sync Settings