Integrate Canix with your Green Check Verified (GCV) account to automatically sync sales data and enhance your financial reporting processes. This integration ensures that all archived sales orders in Canix are seamlessly transferred to GCV, simplifying compliance and reducing manual data entry.
Follow the steps below to connect to your GCV account, sync sales data, and view your financial reports.
In this article, we'll cover:
- How It Works
- Connect Canix to Green Check Verified
- Viewing Synced Sales Data in Green Check Verified
How It Works
The Green Check Verified integration works by automatically syncing sales data from Canix once orders are archived. This process includes:
- Automatic Syncing: Sales data is synced from Canix to GCV every night. Only archived orders—those fully completed in Canix—will be transferred.
- Data Included: The integration sends details such as sale ID, product information, prices, and total order amounts to GCV.
- Data Visualization: Once synced, GCV provides tools for advanced data visualization, allowing you to cross-reference payment details and manage multiple payments seamlessly.
Note: Only archived orders will be synced, ensuring that all data transferred to GCV is accurate and finalized.
Key Features
- Automatic Sales Record Upload: Syncs sales data from Canix to GCV automatically every night for archived orders.
- Product, Price, and Order Synchronization: Ensures all product, pricing, and total order information is mirrored in GCV.
- Enhanced Data Visualization: Leverages GCV's tools for better business intelligence and data cross-referencing.
- Compliance Support: Provides detailed sales order IDs for easier payment cross-referencing.
Connect Canix to Green Check Verified
To set up the integration between Canix and GCV:
-
Retrieve Your Canix Key
- Log in to your Canix account and navigate to Admin>Integrations>Green Check Verified.
- Copy your unique Canix key.
-
Enter the Canix Key in GCV
- Log in to your Green Check Verified account.
- Navigate to the integrations section and paste your Canix key in the provided field.
- Save the settings to enable automatic syncing.
Viewing Synced Sales Data in Green Check Verified
Once the integration is set up and syncing is enabled, you can view the synced sales data directly in GCV:
- Navigate to your sales or reporting sections in GCV to review the imported data.
- Cross-reference sales order IDs, product details, and payment information using GCV's advanced tools.
- Use the data visualization features in GCV to enhance your financial reporting and compliance efforts.
-
Data Syncing:
- The integration syncs sales information between Canix and GCV every night. Only archived orders, which are fully completed in Canix, will be synced to ensure accuracy.
- This process includes product details, prices, total order amounts, and more.
Note: For troubleshooting and more detailed information on managing synced data, refer to the GCV help section or contact their support team.