Technical Setup Guides
Frequently Asked Questions
Videos
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Yes, our support team can enable automatic pushing and syncing of new products that are added to your POS. SKU IQ can also enable automatic pushing and syncing of new products that are added to your eCommerce platform, but you’ll have to choose one or the other. SKU IQ allows merchants to continue using the same platform they’ve always used for adding new products into inventory; we do not force you to use our dashboard to enter new products like many of our competitors do.
This setting should only be enabled after you’ve completed the initial setup and have linked your existing products.
Contact the SKU IQ support team if you’d like to enable automatic pushing of new products within SKU IQ. This feature is not enabled by default. Additional fees may apply depending on your subscription level.
Shopify only allows 100 variations per product. If a product exceeds that limit when you try to push the product to Shopify, SKU IQ will receive an error message and the product will not sync.
Yes. We recommend that you continue adding and editing new products from your POS or eCommerce platform, whichever is most familiar and comfortable. However, SKU IQ does provide the option to add new products using our dashboard.
1.In the Products menu, click Add Product.
2.Upload any images you’d like to have associated with your product, type a product title, price, and sale price (optional). A sale price can be typed by clicking the On Sale button. Then choose where you’d like the product to be listed by clicking the Yes or No button for Square and Shopify. Both Yes buttons will need to be selected if you want the product to be synced between Square and Shopify.
3.Scroll down to the Searchable Tags section to type in the brand name, description, SKU number, and unit cost. Type in the variant colors and sizes if applicable, using commas to separate variants, and use the “-” and “+” buttons to adjust the inventory quantity. Then click Publish.
4.Your product has now been added to your inventory in the location(s) specified. You can find your new product at the top of the list in the Products menu by clicking Return to Inventory. Or, you can continue adding new products from the same window; when you publish a product, the form clears and you can create another product.
Yes. We recommend that you continue editing new products from your POS or eCommerce platform, whichever is most familiar and comfortable. However, SKU IQ does provide the option to edit products using our dashboard.
Note: If you are editing the structure of a product, we recommend that you delete the item altogether and create a new product. This will ensure that SKU IQ will be able to detect the product’s attributes correctly, without causing issues with syncing. This is especially important with products that contain variants.
1.Click Products in the left navigation menu to view your inventory list, and find the product you’d like to edit.
You can find any product in your inventory by typing the product name or SKU into the search box at the top of the Products page.
2.Click on the product in your inventory list.
3.Make any necessary changes by clicking Edit Basics, Edit Variants, or Edit Images.
4.When you are finished making changes, click Save Changes. Your edits are saved.
Note: Only the color, size, cost, price, and quantity can be changed in the Variants section. The SKU IQ #, POS item #, and eCommerce item # are all automatically assigned by our system. SKUs and UPCs can only be changed in your POS or eCommerce system.
SKU IQ provides the option to delete products from your POS or eCommerce platform using our dashboard.
- Click Products in the left navigation menu to view your inventory list, and find the product you’d like to delete.
You can find any product in your inventory by typing the product name or SKU into the search box at the top of the Products page.
2.Click on the product in your inventory list.
3.In the Where section, click to toggle the switches to the Off position for any location you want to delete your product from.
Note: If you’re unable to delete a product from Square, contact the support team for help.
4.When you are finished making changes, click Save Changes. Your product is deleted from the location(s) specified.
SKU IQ provides the option to delete product variants from your POS or eCommerce platform using our dashboard.
1.Click Products in the left navigation menu to view your inventory list, and find the product you’d like to edit.
You can find any product in your inventory by typing the product name or SKU into the search box at the top of the Products page.
2.Click on the product in your inventory list.
3.Click Edit Variants.
4. Click Delete next to the variant you wish to remove, and then click Save Changes. Your product is saved.
Note: If you’re unable to delete a variant from Square, contact the support team for help.
The following fields can be synced from Square to Shopify, or from Shopify to Square, depending on your preference:
- Product title
- Product description
- Price
- Size
- SKU
- UPC or Barcode
- Images (original images only – new or updated images cannot be synced after a product has been linked)
In the Products menu of the SKU IQ dashboard, you can filter to see which products have been linked successfully.
- Click Products.
- In the Filter by pull down menu, click In-Store & Online. A list of products that have been successfully synced display. Linked products display a sync symbol to indicate they are synced.
Contact the SKU IQ support team if you’d like to make one platform the source of truth so that changes made within your primary system will pass through SKU IQ to your secondary system.
You can choose one platform to be your primary system or source of truth for any changes you make to products and inventory. Contact the SKU IQ support team if you’d like to make one platform the source of truth so that changes made within your primary system will pass through SKU IQ to your secondary system.
This feature is not enabled by default, and only certain fields can be synced across platforms. Additional fees may apply depending on your subscription level.
The following fields can be synced from Square to Shopify, or from Shopify to Square, depending on your preference:
- Product title
- Product description
- Price
- Size
- SKU
- UPC or Barcode
- Images (original images only – new or updated images cannot be synced after a product has been linked)
You can choose Square to be your primary system or source of truth for any changes you make to product titles, prices, or other data. Contact the SKU IQ support team if you’d like to make Square the source of truth so that changes made within Square will pass through SKU IQ to your website.
This feature is not enabled by default, and only certain fields can be synced across platforms. Additional fees may apply depending on your subscription level.
The following fields can be synced from Square to Shopify, or from Shopify to Square, depending on your preference:
- Product title
- Product description
- Price
- Size
- SKU
- UPC or Barcode
- Images (original images only – new or updated images cannot be synced after a product has been linked)
Inventory quantities sync from Square to Shopify within 1 to 5 minutes. Inventory quantities sync from Shopify to Square within 1 to 5 minutes.
New order and product data syncs from Square to Shopify within 1 to 12 hours. New order and product data syncs from Shopify to Square within 1 to 10 minutes.
SKU IQ syncs Square data changes in two ways: 1) using webhooks and 2) by polling the Square data.
With webhooks, SKU IQ is notified by Square whenever something has changed. This allows SKU IQ to sync a stock quantity change in seconds or minutes. Right now, SKU IQ is only able to use webhooks to detect when a stock quantity has changed.
Other changes, like product attribute changes, are synchronized using polling. On average, SKU IQ checks Square every 10-60 minutes to see if there are any new changes. The time frame may vary depending on the number of products or sales that exist on your POS system. The more data there is, the more products SKU IQ has to manually check for changes. With polling, you’ll see product or sales updates in SKU IQ every 1 to 12 hours, depending on the number of products a customer has listed in Square.
You can add new users to a SKU IQ account so they have access to the SKU IQ dashboard.
From the SKU IQ dashboard, click Account.
2.Scroll to the “Staff Accounts” section of the Account page and click Add user.
3.Type the new user’s name and email address, create a password for the user, edit the permissions you’d like the user to have, and then click Send Invite.
4.The user will receive a confirmation email from which they can log into the SKU IQ dashboard using the password you assigned to them.
Email alerts are not currently available for new online orders. SKU IQ is working to enable this feature in the future.
Merchants who have a multi-store Square setup will have to fulfill their orders manually so that inventory quantities will be deducted from the correct retail location.
To manually fulfill orders:
- Click Orders in the left navigation menu of the SKU IQ dashboard.
2.Scroll down to Order History, find the online order to fulfill, then select Fulfill.
3.Select which store location to fulfill the order and deduct inventory quantities from. Your order is fulfilled and the order details are displayed.
Upgrade your plan to a subscription that offers more transactions and more features, or save money and unlock new capabilities by upgrading to an annual plan.
You can find more information about our subscription plans on our pricing page: https://www.skuiq.com/pricing/ Or, contact the SKU IQ support team for assistance.
- Log into your SKU IQ dashboard.
- In the top right corner of your dashboard, click your email address to see the pull down menu, and then click Billing.
3.In the Plan Details section, click Edit Plan
4.A billing window displays. Click the plan you want to upgrade to and toggle the Monthly/Yearly switch to your desired plan length. The Change Plan button becomes active
5.Click Change Plan. A confirmation screen displays.
6.Click Change Plan to confirm. Your subscription is upgraded.
No, SKU IQ isn’t able to sync processing or tracking capabilities across platforms. We are only able to send and sync data between platforms. Since we aren’t able to sync processing or tracking capabilities, we can’t sync payment processing, loyalty reward programs, or gift cards between Square and Shopify. Payments and other similar capabilities must be set up separately within each platform and work independently of each other.
You can sort your inventory by 1) POS items that are not synced, 2) online items that are not synced, or 3) items that are synced between your POS and online platforms. You can also sort your inventory to only show items that are in stock.
In the Products menu, sort your items by clicking on the Filter By pull down menu or by checking the Hide Sold-Out checkbox.
Merchants can view their omnichannel sales in the SKU IQ dashboard.
- Click Orders in the left navigation menu.
- If necessary, edit the date range for the orders you wish to view. Click the date range text, select any date range within a 30-day span, click Apply, and then click Go. All your orders are filtered within the date range specified.
3.Scroll down to the Order History section.
You can perform the following actions on the Orders page:
- Click the order number or view link to see more transaction details.
- Sort your view by POS or eCommerce orders only by clicking the Online or In-Store checkbox.
- If you have multiple Square locations set up with SKU IQ, click Fulfill to sync any Shopify orders to a specific retail location so your inventory quantities will sync correctly.
- Click Download CSV to download a spreadsheet that lists all of your transactions.
4.In the Summary section, you can view the total number of online transactions, the total amount earned from all transactions including taxes, and the total number of in-store transactions.
Contact our support team to add a new Square location/POS to your SKU IQ account. You’ll need to provide the following information to the support team:
- Employee Name – You’ll be asked to choose an employee who the sales will be accredited to in your POS system. We recommend creating a new user within Square with the name “online.”
- Locations – You’ll be asked to tell us which of your Square locations you’d like to sync with Shopify. Our support team will provide you with a list of possible Square locations that we can enable for syncing with Shopify.
After the configuration of multiple Square locations is completed, we might need to re-import your product data so that your inventory displays correctly within SKU IQ.
Once your inventory data is reimported, your setup is complete and it will be necessary to manually fulfill orders using the SKU IQ dashboard.
If you have multiple retail locations, contact our support team to make sure your SKU IQ account is set up correctly. If you have multiple retail locations, you’ll need to manually fulfill each Shopify order within SKU IQ so we deduct the inventory from the correct Square location.
- Click Orders in the left navigation menu.
- Scroll down to the Order History section.
- Click Fulfill to sync your inventory quantities to the correct Square location and follow the prompts.
4.After you’ve fulfilled the order within SKU IQ, you can click Details to view more information about the transaction.
No, many merchants have less than 100% of their products linked. This usually happens if you sell specific products online that are not sold in the store, or vice versa. If you don’t need to sync inventory quantities for a particular product, they do not need to be linked.
