Every import is in one place: open Settings, then Import.
From Shopify
Do them in this order. Each row shows when it was last imported, or Not yet.
Owners and Managers see the Shopify imports.
- Products: your items, with their prices and costs.
- Stock: what's on hand. It waits until the products are in, since stock goes on items.
- Customers
- Orders: your sales history.
Choose Import on a row. The page says where to export the file in Shopify. Choose the file, check what would come in (nothing is saved yet), then import.
Into Cashflow
Transactions: a CSV, Excel or JSON file from Buxfer, your bank, or anywhere. See Importing into Cashflow.
Undo
Each import's page lists its past imports. Choose Undo beside one to take it back out.