Getting Started with SKU IQ

This article will show you how to sign up for SKU IQ and how to connect your Point of Sale and eCommerce platforms to the application.

What you need to get started with SKU IQ

In order to get the most out of SKU IQ, you'll need both a Point of Sale and an eCommerce website. These are the ones that we currently support:

shopify clover square lightspeed woocommerce bigcommerce wix and vend icons

**VEND is know Lightspeed Retail X-Series. If you are using Lightspeed Retail X-Series select VEND as your Point of Sale during Registration and during the initial Setup.**

If you do not have a Point of Sale or eCommerce platform and need some help picking one out, we recommend checking out the Point of Sale Comparison Guide and eCommerce Comparison Guide under the Resources section of the SKU IQ website. 

SKU IQ offers an amazing 30-day Free Trial so that you can see how well we'll fit in to your business stratagem, helping you both automate your inventory syncing and save you time. the 30-day trial includes:

  • Unlimited Product Linking
  • 50 Product Pushes for Migration Purposes
  • Sales and Product Reporting and Analytics

All with no credit card necessary for sign up! Subscription and pricing information can be found here on our pricing page!

Not sure where to start? You can always schedule a demonstration with one of our sales team members.

Signing up for your SKU IQ Account & The Setup Wizard

🚨 NOTE: If you've come to us from Wix, you will skip this step as Wix will generate a login for you.

Setting up a SKU IQ account is quick and easy. Here's how to do it!

1. From the SKU IQ website click on the green "Sign Up Free" button on the top right hand side of the screen.
sign up free button from skuiq.com
2. This will take you to the registration page.

Fill out your name and email, add a strong password, fill out your phone number (remember to add your country code!), pick your time zone, Point of Sale, and eCommerce platforms, type in your business name (this will be the name of your SKU IQ account!), pick an the industry that best describes your business from the drop down, type in your website address, select the number of physical retail locations you have, and then click the check box to agree to the Terms of Service and Privacy Policy. If you'd like a Product Expert to reach out to you ASAP to schedule a set up with you, make sure to check the "I need help getting set up with SKU IQ" checkbox. Once you've successfully solved the CAPTCHA, click on "Start Your Free Trial".

example registration page (blank)If you are using Lightspeed Retail X-Series, please select VEND as your Point of Sale.
 

🚨 NOTE: We currently only support multi-location setups with Square Point of Sale and Lightspeed Retail (both R-Series and X-Series [aka Vend]). Clover multi-location setups are not supported at this time. If you have multiple Square, Lightspeed, or Vend locations, please contact Support so that we ensure that your SKU IQ account is set up appropriately.

3. Check your email! You should have received a confirmation email from SKU IQ!

check your email image prompting user to check email to confirm email address

If you did not get a confirmation email, please contact Support so that we can re-send your email.

4. Click on the "Confirm Email" button in the email you received from us.

email screenshot - confirm email address

If your confirm email button is missing, don't fret! The green color of the button sometimes does not render depending on your email platform. Hover your mouse cursor just below the bottom line of text and you should be able to find the button (it will render as white). Or contact Support so we can send you your unique confirmation URL.

 5. Once you click the Confirm Email button from your email, you should be automatically redirected to your brand new SKU IQ dashboard!

example SKU IQ dashboard

6. To get started with setting up your account, click on the "Start Setup" under the Sync Setup

start setup button for setup wizard

Beta section on the left hand side of the screen. This will start the Setup Wizard. If at any point you need help, you can always click on the Chat Box at the bottom left hand corner of your screen. Check Chat Support hours here.

If you do not see the Start Setup button, please contact Support so that we can assist you with your setup.

7. Feel free to watch the video, or schedule a meeting with one of our Product Experts to assist with your setup, but once you're ready to go, click on "Got it. Let's Go!" to get started.

step one of setup wizard

8. The next screen that will come up will prompt you to select your Point of Sale. Click the corresponding picture and then click "Next".

confirm point of sale step 2

πŸ’‘ Tip: If your Point of Sale is Lightspeed Retail X-Series, select VEND as your Point of Sale. Prior to being purchased by Lightspeed, this is what the X-Series Point of Sale used to be referred to!

9. You'll then be prompted to pick your eCommerce platform. Click the corresponding picture. 

🚨 Note: Selecting Shopify and WooCommerce will prompt you for additional information.

confirm eCommerce step 3

πŸ’‘Tip: Skip to Step 10 or quick click to your eCommerce: Shopify, BigCommerce, Wix, WooCommerce

 

βœ… Selecting Shopify will ask for your myshopify.com URL. See this video for help on how to find that information. Go to Step 10. additional information requested by Shopify

βœ… Selecting BigCommerce does not require any additional information at this step. Go to Step 10.

bigcommerce selection - no additional information requested

βœ… Selecting WooCommerce will ask for your WooCommerce shop URL and ask you to enable the Legacy REST API for your WooCommerce site as well. You can see this video on how to obtain your shop URL. Please see this video on how to enable the Legacy REST API. It is imperative that the Legacy REST API be enabled on your WooCommerce account - otherwise your products on WooCommerce will not show up on SKU IQ, nor will you be able to migrate products from your Point of Sale to WooCommerce. Go to Step 10.

woocommerce selected - additional information required including website URL and enabling Legacy REST API

βœ… Selecting Wix will not prompt you for any additional information at this step. Go to Step 10.

Wix selected - no additional information requested

10. Once you've selected your eCommerce and filled out any additional information that is requested, click on "Next".

11. The next page will tell you a little bit more about how your selected integrations will sync together. You can see details about all of the different integrations we work with by checking out the integrations pages. This example uses Clover and Shopify.

clover and shopify features

When you're ready to continue, click "Next". If you have questions, feel free to reach out to the Product Experts.

πŸ’‘ Tip: Check out these articles on explanations of what the above features are:

12. The next step is the important one - connecting your Point of Sale and eCommerce to SKU IQ!

setup wizard shows clover and shopify are connected now


There are different steps to take for each integration. You can quickly hop to your platform-specific steps by clicking on one of the options in the table below. To skip to step 13, click here.

Clover Lightspeed Retail (R-Series) Square Vend (Lightspeed Retail X-Series)
BigCommerce Shopify Wix WooCommerce

Clover

πŸ’‘ Tip: Make sure that Inventory Tracking is turned on for your Clover products. Read how to do that in this article

1. Click on "Connect" under Clover. This should automatically take you to the Clover Login page if you aren't already logged in. Log in to your Clover account. You may be prompted for your 2-step Verification.

clover login page

2. Select the Clover store you would like to connect to SKU IQ.

clover select a merchant

🚨 SKU IQ can only connect to 1 Clover location at a time.

3. You should then be redirected back to the Setup Wizard. Clover will now show that it is connected.

clover shows connected

βœ… Click here to go back to the integration table. To continue to Step 13, click here.

 

Lightspeed Retail R-Series

1. Click on "Connectunder Lightspeed. This should take you to the Lightspeed Sign In page if you are not already logged in. Log in to your Lightspeed account.

lightspeed retail login page

2. Lightspeed will ask you to authorize SKU IQ to access your account and give read and write access to all records. Click "Authorize Application".

lightspeed retail sku iq requesting access

🚨 If you have multiple Lightspeed Retail (R-Series) locations, please contact Support to ensure your account is set up appropriately.

3. Once you have clicked "Authorize Application" you should be redirected back to the SKU IQ Setup Wizard to complete setup. Lightspeed will now show that it's connected. lightspeed retail shows as connected

βœ… Click here to go back to the integration table. To continue to Step 13, click here.

 

Square

πŸ’‘ Tip: Make sure that Inventory Tracking is turned on before you connect your Square. You can read how to do that in this article.

1. Click on "Connect" under Square. This should take you to the Square Sign In page if you are not already logged in. Login to your Square account. You may need to complete a CAPTCHA to continue.

square login page

2. Square will ask if you want to allow SKU IQ to access your account. Click "Allow".

SKU IQ requesting access to square account

🚨 If you have multiple Square locations, please contact Support to ensure that your account is set up appropriately. 

4. Once you have clicked "Allow", you will be redirected back to the SKU IQ Setup Wizard to complete setup. Square will now show as Connected.

Square shows as connected

βœ… Click here to go back to the integration table. To continue to Step 13, click here.

 

Vend (Lightspeed Retail X-Series)

1. Click on "Connect" under Vend. This should take you to Vend's Sign In page if you are not already logged in. Type in your Store URL and follow any login prompts that follow.

πŸ’‘Tip: Vend is now referred to as Lightspeed Retail (X-Series). 

Vend (Lightspeed Retail X-Series) login page

2. Vend (Lightspeed) will ask you to authorize SKU IQ to become an administrator user on your account. Click on "Connect".

SKU IQ asks for access to your Vend/Lightspeed account

🚨 If you have multiple Vend (Lightspeed Retail X-Series) locations, please contact Support to have your account set up appropriately with these locations.

3. Once you click "Connect", you will be redirected to the SKU IQ Setup Wizard. Vend will now show it's connected.

Vend shows as connected

βœ… Click here to go back to the integration table. To continue to Step 13, click here.

BigCommerce

1. Click on "Connect" under BigCommerce. This should take you to BigCommerce's Sign In page if you are not already logged in. Login to your BigCommerce account. You may need to complete your 2-Step Verification to continue. 

Big Commerce Login page

2. BigCommerce is unique in that you will need to install the SKU IQ app from the BigCommerce App Marketplace. To get there, click on Apps from the main dashboard of your BigCommerce account.

BigCommerce navigation panel with Apps highlighted
This will direct you to a page that asks you to click on the blue button that says "BIGCOMMERCE.COM/APPS"

BigComerce App Marketplace Redirect

3. Click on the blue button. that will redirect you to the BigCommerce App Marketplace.

4. Use the search function to search for SKU IQ. 

SKU IQ on BigCommerce App Marketplace

5. Click on the SKU IQ app.

SKU IQ app

6. Click on the blue "GET THIS APP" button. Get this App for SKU IQ on BigCommerce App Marketplace

7. You may be prompted to Log In or Sign Up. Choose which is appropriate for you.
BigCommerce Login or Sign Up to add SKU IQ app
8. Once you've logged in, click on the blue "Install" button.
App Installation page on BigCommerce for SKU IQ with Install highlighted
9. SKU IQ will request to access the BigCommerce store. Click "Confirm".
SKU IQ requests access to your BigCommerce account
10. This will redirect you back to the SKU IQ Setup Wizard. BigCommerce will now show it's connected.
BigCommerce shows as connected
βœ… Click here to go back to the integration table. To continue to Step 13, click here.
 
Shopify
 

πŸ’‘ Tip: Make sure that the products you'd like to sync to your Point of Sale have inventory tracking turned on! Read how to enable that on Shopify in this article!

 
1. Click on "Connect" under Shopify. This will direct you to the Shopify Log In page. Log in to your Shopify account.
Shopify Login page
2. Click on "Install app".
3. This will redirect you back to the SKU IQ Setup Wizard. Shopify will now show as connected.
Shopify shows as connected
 
βœ… Click here to go back to the integration table. To continue to Step 13, click here.
 
WooCommerce

πŸ’‘ Tip: If you haven't already, make sure the Legacy REST API is enabled on your WooCommerce. Read how to do that on this article.

1. Click "Connect" under WooCommerce. This will direct you to the WooCommerce Login page. Log in to your WooCommerce account. 

WooCommerce login page2. SKU IQ will request read and write access to your account. Click "Approve".

 SKU IQ requests access to your WooCommerce account

3. Once you've clicked "Approve", you'll be redirected back to the SKU IQ Setup Wizard. WooCommerce will show as Connected.

WooCommerce Shows as connected

βœ… Click here to go back to the integration table. To continue to Step 13, click here.

 

 

Wix

1. Click on "Connect" under Wix. This will redirect you to the Wix Sign Up page. Make sure to click "Log In". Log in to your Wix Account.

Wix Sign Up page with Log In highlighted

2. SKU IQ will request access to your Wix account. Click "Add to Site".

SKU IQ requests access to your Wix account

3. Once you've clicked "Add to Site", you'll be redirected back to the SKU IQ Setup Wizard. Wix will now show as connected.

Wix shows as connected

βœ… Click here to go back to the integration table. To continue to Step 13, click here.


 

13. Now both your Point of Sale and eCommerce platforms should be connected to SKU IQ. Click "Next" to continue.

Clover and Shopify show as connected

14. The next step will ask if you need to migrate your products. SKU IQ does offer bulk pushes as an option to migrate your entire catalog over from your eCommerce to your Point of Sale or from vice versa. If you're interested in having a bulk push done, contact Support! For pricing information and for more information about what a Bulk Push entails, check out this article.

Bulk push

15. Click "Next" to continue.

16. The Wizard will then ask you how many orders (transactions) you process per month. This includes both the Point of Sale transactions as well as eCommerce orders. It will also ask how many physical retail locations you have if you have signed up with Square, Lightspeed Retail R-Series or Lightspeed Retail X-Series (Vend).

πŸ’‘ Subscription tiers are dependent on how many orders you do per month as well as how many physical retail locations you need to connect to. You can see more information about Subscription Pricing here.

SKU IQ Subscription details

Select the appropriate number of orders you do per month from the drop down. Select the number of physical retail locations you have as well, if applicable. Then click "Next"

How many physical retail locations do you have?

How many orders do you process in total per month between your Point of Sale and eCommerce platforms?

17. The next page will ask what types of product data you would like to sync from your Point of Sale and eCommerce and from your eCommerce to your Point of Sale. Other than Inventory Quantities, these product data attribute syncs are one way - meaning that they should only go from one platform to the other not both ways. This is due to polling times causing mismatches in data and is highly unrecommended.

Select the options you would like to sync and then click "Next".

Options for Clover and Shopify on product data attributes to sync

🚨 Note: The attributes available in the above image are not available for all integrations. Make sure to check the integration pages to see what product data types are available to sync for your platforms.

πŸ’‘Tip: Not sure what a product attribute means or what data it syncs? Check out our guide on Product Attributes!

18. For the majority of integrations, order syncing is available from eCommerce to Point of Sale. This feature is for record keeping purposes and allows you to view all orders (both in-store transactions and online orders) in one spot.

Order syncing from eCommerce to Point of Sale

For Square, Lightspeed Retail R-Series and Vend (Lightspeed Retail X-Series), you have the option of having orders routed to a specific location. For some customers, this will result in manual fulfilment of orders through SKU IQ. For more information, see the integration pages.

Multi-Location Setup for Square and Lightspeed Retail

For Square and Shopify customers, we offer a feature to allow for in-store or curbside pickup. This feature is currently in BETA.

BOPIS for Square and Shopify

If you are interested in these features, click the checkbox next to Yes, I would like to sync orders and a Support representative will reach out to set this up with you. They will need the following information:

  • Location Names
  • Employee Name to assign online orders to
  • Payment category to assign to online orders

19.  The next step is to generate a Link Report. The link report will try to match items on your Point of Sale and eCommerce platforms based on product name/title, SKU #, and UPC/Barcode. Read more about the Link Report here.

Click "Get Link Report".

Get Link Report button

SKU IQ will then try to match your inventory together! Don't worry if nothing comes up to link. You'll want to see the article "Troubleshooting the Link Report" for more information on how to fix products not linking or what to do if there are no products on one of your platforms.

Link report in progress

If there are items to link, you'll see a report similar to this generate:example link report

The items above are matched based on the Title of the product. You'll notice that the report will show you the quantities for both the Point of Sale and eCommerce platforms. This is to help you choose which system will be your Primary System (AKA The Source of Truth). If you know for a fact that all of the inventory quantities are correct on your Point of Sale, you can select "POS" as your Primary System. Or vice versa, if you know that all of the inventory quantities are correct on

 your eCommerce platform, you can select eCommerce as your primary system. Selecting one of the radio buttons under "Primary System" will select the same radio buttons for all products on the first page (up to 100 products).

Once you have selected the primary system, scroll down to the bottom of the page and click

"Link Items". This will link the first page of linkable items (up to

Link Items button

100 items all at once!). If you have more than 100 linkable items, that's okay. You can generate further link reports after you've finished the Setup Wizard. Check out "How to Use the Link Report" for more information on generating new link reports. 

You may need to click "Next" to continue.

20. SKU IQ will now want to make a test product on both your Point of Sale and eCommerce platforms. This is to ensure that pushing products to both sides works.

You'll have the opportunity to check it for yourself after you click on "Start Test".

Start Test Button

You'll now be prompted to check the results! The instructions under the + icons will be different for each integration. Check both your Point of Sale and eCommerce to make sure the SKU IQ Test items have been generated. It can take up to 3 minutes for a new product to be added to each side.

Confirm test results for square and shopify test products

If you have not enabled the Legacy REST API in WooCommerce, the SKU IQ Test item will fail to generate on WooCommerce.

You'll have the opportunity to make another test item if you wish. When you're ready, click "Next".

make another test and next button

21. The next step is to set up notifications for your SKU IQ account. These notifications can either be via email or text message (message and data rates apply).

inventory notification optionsWe can notify you when an item has become out of stock or is nearly out of stock (with a range of 1 to 20 items). This allows you to know when you need to re-order a product!

We can also notify you when a new order has been placed on your eCommerce platform. This is extra handy when you have manual order fulfilment turned on for multi-location setups. 

SKU IQ offers peace of mind by giving you the option to be notified when new team members join your SKU IQ account. That's right! You can add staff accounts to your SKU IQ with a few clicks of a button. This is extra handy when you are working with contractors developing your website or with employees that help you with your day-to-day inventory tracking and order needs.account and connection notification options

One of the most important notifications we have is to notify you when your Point of Sale or eCommerce platforms have lost connection with SKU IQ. We highly recommend having notifications for this item turned on! When one of your platforms loses connection to SKU IQ, we'll do our best to keep up with the transactions that occur while one platform is offline, allowing you the peace of mind to know that we're keeping track in the background even if there's an outage on one side. 

Lastly, we offer Email Subscriptions. You can choose the frequency of these emails - and these options can be changed later! You can change these settings and any other notification settings under the Settings tab on your dashboard.

email subscription options

πŸ’‘ TipIf you would like text message notifications, you will be prompted to add a mobile number with valid country code in a popup window.

text message notification popup from notifications part of setup wizard

22. Once you're done checking what notifications you'd like, click "Next".

23. Congratulations! You've finished the Setup Wizard! To get back to the dashboard and close out the Setup Wizard, click "Start Syncing".

Start Syncing

 

If you run in to any issues during the initial set up of SKU IQ, please reach out to Support, either by using the Chat Bot on the Dashboard, sending an email to Support, submitting a support ticket, or leaving a voice mail at +1 888-908-3798.

Ready for More?