Setup

Configurations

This guide walks you through the complete setup of the SQL X-Store App — from creating a company to syncing data from E-commerce platforms and SQL Account.

Step 1: Create Company

1. Click Create Company in Company List page

   

2. Enter the Company Name, Email, and Phone Number

3. Click Create Company

   

4. Select the newly created company

   

5. The system will navigate to the Company Profile page

   

Step 2: Link Store

Connect E-commerce stores to sync store, product, order, and payment data.

1. Click Stores in the sidebar

   

2. Click Link Store

   

📌 For detailed instructions on linking store, navigate to Integration > XStore > Stores

Auto-Sync Behavior

• After linking, the system automatically syncs the past 3 days of product, order, and payment data.
• Sync actions are locked for 10 minutes to prevent overload.
• After 10 minutes, manual sync becomes available.

Step 3: Configure Company Settings

1. Click Settings > Company from the sidebar

   

2. Click Edit

   

3. Copy the Access Key and Secret Key from SQL Account and fill in both fields to enable SQL sync

4. Click Save

   

Step 4: Code Mapping

Sync Stock, Customer, Location, and Payment codes from SQL Account to map codes such as Location, Project, Voucher, Discount, Shipping, Transaction, Payment, and Customer codes for invoice posting to SQL Account.

1. Click Stores in the sidebar

   

2. Click the Config (⚙️) icon of any store

   

3. A dialog will open:

   1. Select the code type from the dropdown

   2. Click Map Codes

      

4. A success message will appear once mapping is completed

   

Step 5: Sync Stock Items from SQL Account

Sync stock items from SQL Account for product mapping and quantity control.

1. Click Inventory > Stocks in the sidebar

   

2. Click Sync Stock

   

3. Choose sync method:

   1. Sync All, or

   2. Tick checkboxes and click Sync Selected

      

4. Synced stock items will appear in the Data Table

   

Manual Sync

If platform data failed to sync during store linking, you can sync manually

Sync Product Data

1. Click Inventory > Products in the sidebar

   

2. Click (⟲) icon

   

3. A dialog will open:

   1. Tick checkboxes to select stores

   2. Click Sync Selected

      

Sync Order Data

1. Click Orders in the sidebar

   

2. Click (⟲) icon

   

3. A dialog will open:

   1. Sync with Date Filter

      1. Select date range using the Date Picker

         

      2. Tick checkboxes to select stores

      3. Click Sync Selected

      4. To change the selected date, click Change

         

   2. Sync without Date Filter (will only sync past 3 days data)

      1. Tick checkboxes to select stores

      2. Click Sync Selected

         

Sync Payment Data

1. Click Payments in the sidebar

   

2. Click (⟲) icon

   

3. A dialog will open:

   1. Sync with Date Filter

      1. Select date range using the Date Picker

         

      2. Tick checkboxes to select stores

      3. Click Sync Selected

      4. To change the selected date, click Change

         

   2. Sync without Date Filter (will only sync past 3 days data)

      1. Tick checkboxes to select stores

      2. Click Sync Selected