Step 1: As soon as eCC is launched you will be asked to give our store a name. Once a name has been selected, choose Etsy from the Select Store drop down list.
Step 2: As soon as you select Etsy, and click on the Continue button, a popup window will open and you can sign into Etsy. Enter your details and click Sign In.
Step 3: You would then need to allow eCC to access your Etsy store. Scroll down and click Allow Access in the window to continue.
Step 4: After access is granted, you would be given a verification code. Copy this code, close the browser tab, and return to eCC.
Step 5: Enter the verification code into the Access token field in eCC and click Continue. eCC will begin to download data from your Etsy store. Click continue when all information has been downloaded.
Adding your Store Address
The store address should be the "from" address that you are going to be shipped from. A company logo can be added that will be seen on the packing slip used in eCC. The local date format is formatted for United States format, if you are utilizing a different format in your location, that can be selected here. Click on continue.
Connect to QuickBooks
If you are connecting to QuickBooks, choose the version you need to connect to as well as select the company file location. The exact location of the company file can be obtained by pressing 'ctrl+1' on the keyboard. As soon as you put in the location, click on connect to QuickBooks to more to the next step. Remember, before you click on connect to QuickBooks, you need to have your company file open in single user and admin mode. As soon as connected, eCC will download data and settings from QuickBooks. Click continue to proceed.
If you are using POS, you need to put in the company data file name (viewable on the extreme top left of the screen). You also need to put in the POS version and POS server computer name The POS Server computer name can be obtained by going to my computer in Windows and clicking properties. The Computer Name displayed there, would be the same as the POS Server computer name. As soon as connected, eCC will download data and settings from QuickBooks. Click continue to proceed.
Order Processing Settings
Posting to QuickBooks Settings: Herein, you need to tell eCC, how to record orders into QuickBooks. You also need to tell eCC how to identify customers in QuickBooks and Products in the store.
Payment and Shipment Settings: Since you are using eCC to process shipping, check the box to use eCC to generate shipping labels. You can setup the specific shipping processors later in the store configuration. If you are connecting your payment processor to eCC, to process order payments after the order is shipped, the box can be checked to do that. The specific payment rules can be setup in the store configuration.
Identify what your online order status mean: In this area, you can setup how eCC interprets the order status used in your online store. Hover over the "?" to find out more information about how each status is handled in eCC. If you only want a specific orders to be downloaded by eCC based on order status, that can be setup in the Orders screen of the store configuration.
Start downloading orders from: Here, you need to tell eCC when to start downloading orders from (Last 7 days, Last 30 days etc). Click Next to continue.
Ready to Roll
You are now ready to process orders, so you should click "Let's Go" to proceed to the dashboard and eCC will download your 50 recent orders. Detailed Settings can be configured after you proceed to the dashboard and your orders have been downloaded. This can be done by opening eCC and going to File >> Configure Stores.