You can connect your third-party eCommerce and point of sale (POS) solutions with Wiise using sales channels. Wiise currently supports Square and Shopify. Here's an overview of the data flow direction.
Wiise | Integration direction | Third party eCommerce / point of sale solutions |
Items Item Variants Price Settings |
→ |
Products Variants |
Inventory | ←→ | Inventory |
Customers Sales Orders / Customer Ledger Entries Cash Receipt Journal |
← |
Customers Sales Orders Payments |
Sales Shipments | → | Fulfillments |
Credit Memos | ←→ | Refunds |
Note: Not all features are supported by all solutions. You can find the data flow for each solution below.
How does data flow through sales channels?
Square
Data usually flows between Square and Wiise one way, as shown in the table below. But some data flows both ways, such as stock information.
Activity | Square | Integration Direction | Wiise |
Settings | Team member | → |
User Employee |
Settings | Location | → |
Location Walk-in Customer Cash Transaction Item |
Product Management | Item Category | ← | Item Category |
Product Management | Product | ← | Item |
Product Management | Variation | ← | Item Variant |
Product Management | Tax | ← | VAT / GST Posting Groups |
Transaction Synchronisation | Transaction | → |
Sales Journal Item Journal Cash Receipt Journal (Credit Card) |
Transaction Synchronisation | Refund | → |
Sales Journal Item Journal Cash Receipt Journal |
Inventory Management (Online Store) | Inventory Level | ← | Item Availability |
Inventory Management (POS) | Inventory Level (store stocktake/store wastage) | → | Phys. Inventory Journal |
Cash Register (POS) | Empty Drawer | → | Cash Receipt Journal (Cash) |
Shopify
Data usually flows between Shopify and Wiise one way, as shown in the table below. Some data flows both ways, such as stock information and refunds.
Activity | Shopify | Integration Direction | Wiise |
Settings | Shipping Rate | → | Non-Stock Item |
Settings | Location | → |
Location Walk-in Customer Cash Transaction Item |
Product Management | Product Type | ← | Item Category |
Product Management | Product / Tag | ← | Item / Item Attribute |
Product Management | Variant / Option | ← | Item Variant / Variant Option |
Transaction Synchronisation |
Taxable Customer Non-Taxable Customer |
→ | Customer |
Transaction Synchronisation (Online Store) |
Sales Order (Paid and Unfulfilled) | → |
Sales Order Cash Receipt Journal (Credit Card) |
Transaction Synchronisation (Online Store) |
Fulfilment Order | ← | Posted Sales Shipment |
Transaction Synchronisation (Online Store) |
Sales Order Refunded | ← | Posted Sales Credit Memo |
Transaction Synchronisation (POS) | Sales Orders (Paid and Fulfilled) | → |
Posted Sales Invoice Posted Sales Shipment Cash Receipt Journal (Credit Card) G/L Journal (Cash - Interim Account) |
Transaction Synchronisation (POS) | Sales Order Refunded | → | Sales Credit Memo |
Inventory Management (Online Store) | Inventory Level | ← | Item Availability |
Inventory Management (POS) | Inventory Level (store stocktake/store wastage) | → | Phys. Inventory Journal |
Cash Register (POS) | Empty Drawer | → | G/L Journal (Cash - Interim Account) |
How to set up sales channels in Wiise
If you can't see the Sales Channels menu on your role centre, the integration features aren't enabled. Here are the steps to set up the Sales Channels feature:
- First, search for Wiise Azure Setup and then select Actions > Set User Experience.
- You'll be asked Would you like to reset the company User Experience? Select Yes.
- If you're successful, you'll see a confirmation message: The user experience for the company has been reset. You need to close your browser and log back in.
- You can now close your browser and then log in again. You should see the Sales Channels menu item at the top of the role centre.
Shopify
Shopify imposes API rate limits for integration. You can check out this article to find out more about the limits on data import and export. It also depends on your Shopify subscription.
- For real-time integration, initial tests (using a Shopify level subscription and a Wiise sandbox) show that you can set the upper limit at around 2000 order lines per hour (shipment + invoice), or around 700 orders per hour. You can use the Scheduled Synchronisation Mode in the Store Settings page in Wiise to import a maximum of 50 orders per batch at a set recurring period (in minutes).
- During peak hours, the number of orders received in Shopify can go over the upper limit shown above. So your orders will be queued and processed as soon as possible, depending on the batch recurring period.
Square
Square doesn't impose API rate limits, and Wiise only creates ledger entries when importing transactions. This means you can process more transactions per hour, but you're limited in functionality, especially around shipment management. So, we recommend using Square integration with Wiise as a Point Of Sale (POS) solution, rather than an online web store solution.
Here are some additional articles to help you with setting up your sales channels in Wiise.