Setup & Admin FAQ

Q. How do I start taking card payments? A. Connect a processor under Setup → Payments. Once connected you can take cards at the counter and on your online store.

Q. How do I bring my existing data in? A. Setup → Import data loads items, customers, and starting stock from a spreadsheet — the fastest way to get set up.

Q. How do I add a teammate? A. Setup → Team → Invite, enter their email, and pick a role. See Team & roles.

Q. Where do I manage my plan and invoices? A. Setup → Billing shows your plan, what it includes (entitlements like the online store), and your invoices.

Q. Can I connect other tools? A. Yes — Setup → Marketplaces connects Amazon/Google, Setup → Accounting covers accounting sync, and admins can use API keys and Webhooks under Setup for custom integrations.

Q. Is there a record of changes? A. Yes — the Audit log (/audit) and System events tab track what happened and who did it.