Payments · 1 min read
Connect an External Online Store and Sync Orders, Contacts, and Payments
Connecting an external online store brings its customers, orders, and payments into your account, so you can manage sales and automate follow-up in one place.
What syncs
- Contacts
- Orders
- Transactions (payments)
Before you begin
- Make sure you can sign in to the store's admin area.
- Have the store's main live address ready. Use the full secure address (starting with https://) and leave off the trailing slash.
- Decide whether you want to import past data, sync new data going forward, or both.
Connect the store
- Open your integration settings and start a new store connection.
- Enter the store address and approve the connection in your store admin.
- Choose what to import (contacts, orders, transactions) and how far back to go.
- Turn on future syncing if you want new records to keep coming in.
Use purchase triggers
Once connected, you can build workflows with order and payment triggers, for example to send a thank-you message when an order is submitted or start a follow-up when a payment is received.