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 on the 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 a store, navigate to Integration > XStore > Stores

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Auto-Sync Behavior

• After linking, the system automatically syncs the past 3 days of product, order, and payment data.

Step 3: Configure SQL Account Settings

1. Click Settings > Company in the sidebar

   

2. Click Edit

   

3. Copy the Access Key and Secret Key from SQL Account and paste them into the respective fields to enable SQL sync. Then, click Test Connection

   

4. Click Save

   

Step 4: Code Mapping

Sync Stock, Customer, Location, and Payment codes from SQL Account to map code types (Location, Project, Voucher, Discount, Shipping, Transaction, Payment, and Customer) required for posting invoices to SQL Account.

1. Click Stores in the sidebar

   

2. Click the icon of any store

   

3. A dialog will open:

   1. Select the code type from the dropdown menu

   2. Click Map Codes

      

   3. To post orders to SQL Account, a default code must be configured. Without it, orders that include unmapped products cannot be posted

      

   4. Select No Default Code to clear the previously selected default code.

      

4. Click the Refresh icon to get the latest code data

   

Step 5: Sync Stock Items from SQL Account

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

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If an item has been mapped in the SQL Account E-Commerce module (using an Alternative Code), the mapping information will be used to automatically match the corresponding SKU in X-Store. You do not need to perform the mapping action again in Stock.

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Ensure your store is mapped to the correct stock item location; otherwise, mapped items will not appear in Stock Detail.

1. Click Inventory > Stocks in the sidebar

   

2. Click Sync Stock

   

3. A dialog will open:

   

   1. Use the header checkbox to select all items, or select the checkboxes for the items you want to sync
   2. Click Sync Selected

4. The Synced count will increase after the items are synced successfully

   

5. Synced stock items will appear in the Data Table

   

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Failed items can be retried individually. Learn more in Retry Sync.

Manual Sync

You can manually sync product, order, and payment data using the steps below.

Sync Product Data

1. Click Inventory > Products in the sidebar

   

2. Click the Sync icon

   

3. A dialog will open:

   

   1. Select the checkboxes to choose stores
   2. Click Sync Selected

4. A success message is displayed when the sync is completed. Then, click Next Sync to sync the next store.

   

Sync Order / Payment Data

Order and Payment data are synced together using the same Sync Dialog. The dialog is accessible from both modules.

1. Click Orders or Payments in the sidebar

   

2. Click the Sync icon

   

3. A dialog will open:

   

   1. Select a Sync Mode:
      • Sync by Created Date: sync the orders based on the order creation date
      • Sync by Updated Date: sync the orders based on the order's latest updated date
   2. Set the Date Range for the data you want to sync. Use Quick Select to auto-fill common ranges
   3. Select the checkboxes to choose stores
   4. Click Sync Selected to start the sync

Retry Sync

If any sync operation fails, you can retry it by:

1. Select the rows that you would like to retry
2. Click Retry Selected

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Sync results are retained for 3 hours after syncing and will be automatically deleted afterward.