This guide explains how to connect your PayPal Point of Sale (previous Zettle and iZettle) to sync your shop sales to Pulse.
Setting up products
To use the integration, you’ll need to have products setup within PayPal. These are essential for the integration as they provide the key information which Pulse uses to categorise transactions.
If you don’t use products on your PayPal app, you’ll be unable to use the integration as Pulse cannot identify shop sales
To setup products, head to your PayPal account admin (you can also add through the mobile app) and navigate to Products > Product Library. You’ll be shown a screen which looks like this.
The key items for you to add are shown, and you can complete these as you like. However there is a key element which you’ll need to complete for your recipe books and shop sales.
Setting the SKU
SKU (otherwise known as a Stock Keeping Unit) is a code which a company uses to identify which product is which within their inventory. Occasionally, products may have a similar name, so a SKU is helpful for variations.
For example, a clothing retailer may sell a black jumper with a star on this, and have a SKU called jumperstar_black – but then variations of that code could be for a different colour or size.
So the a variation of jumperstar_red or jumperstar_blue would be used to differentiate between different items.
As such, the SKU will need to be populated with a particular suffix, and we use the book_ starting code to allow the integration to work.
Without a SKU, Pulse will be unable to identify which items are book sales, membership fees or magazines/hifi sales as different consultants could use different codes.
Only book sales need to be calculated as fees and magazines/hifis are pulled from your PFS Documents. If they were included, you’d be double counting your income and reporting incorrect information!
Take care to categorise your products accordingly, depending on the way you use the system.
If you have a generic ‘books’ product
If you have a generic button for ‘Big Book’ and ‘Small Book’ for example, this is absolutely fine too – just ensure both have a SKU with the prefix added. For example, you could use:
- Big book: book_big
- Small book: book_small
If you have each book / product listed
You can simply add the SKU code as book_fakeaways (for example for the fakeaway book) or book_fastfeasts – any combination is fine as long as the book_ section is at the start!
In our example, we’ve used the book / product SKU code as below
And that’s it – you can continue as normal with your shop sales using the mobile app.
Changing existing products
If you already have existing products within Zettle, you can amend their SKUs to match the book_ code for book sales.
Note: If you update a SKU, PayPal does not change historic transactions to the new code, but future transactions will use the SKU.
Connecting Pulse to Zettle
Pulse will only connect to view sales data. No other information is shared between PayPal and MalgraBooks
Pulse connects directly to Zettle to pull data from the API – this allows key information to transmit between systems.
To begin, head to your Settings page within Pulse and under Integrations select ‘Zettle (PayPal POS)‘.
The below page will show with instructions on how to connect your account.
Zettle Screens
The below screens show what to enter and which item to check to create the API keys.
Ensure that READ:PURCHASE is selected. This allows Pulse to pull information of purchases made within Zettle.
Once you click ‘Create key’, you’ll have the two key pieces of data which Pulse requires. Copy each item and paste into the relevant fields within Pulse to connect.
Once you close the window on PayPal, the secret keys will be hidden and unavailable again. If you loose them, you’ll need to delete the old one within PayPal and add a new one
Adding into Pulse
Once the keys have been added, click the blue ‘Confirm API keys and view records’ button to continue.
Pulse will automatically pull the last 5 records from Zettle which have a SKU prefix of book_
If the data matches your last five transactions on Zettle which have the book_prefix, you’ve completed this process and can now head to your Book Sales screen to import transactions!
Importing Book Sales to Pulse
To start importing, head to your Book Sales screen and choose the ‘Import transactions’ button at the top.
Once on the import screen, select the relevant month and click ‘retrieve data’.
Notes:
- The system will pull through all importable records which can be found within Zettle. These are grouped on a daily basis and will be totalled together.
- Select the transactions you’d like to import by clicking the check box on the left and choosing which group from the drop down they relate to.
- When ready, click ‘import selected records’.
- The records will appear on your book sales page
Other Transactions
Where transactions have been found in the system but cannot be imported, Pulse will provide a list of these underneath.
In this example, Pulse has identified other transactions, such as Countdowns and Member Fees which have a different SKU.
It has also ignored a transaction for a book as the SKU does not start with book_ and therefore the item has been ignored.