Welcome to Settle! This guide will walk you through a number of essential steps to set up your account and integrate your systems efficiently.
This overview assumes you'll be connecting your shopify account, a WMS, and an accounting platform. Each of these steps need only be applied as it makes sense for your business. If you won't be connecting any one of these with Settle, you can skip that step!
Step 1: Create Your Account
Access the Account Creation Page – Click the link in your welcome email.
Fill in Your Details – Complete required fields, including name, email, and business details.
Log In & Complete Profile Setup:
Complete your KYB (Know Your Business) check by adding business and owner details.
Connect your bank account and/or credit card for transactions.
Step 2: Sync Shopify to Build Your Product Catalog
This is recommended as the first step for all new customers as it will automatically build the product catalog with the correct parent/variant relationship.
Navigate to Settings > Integrations and select Shopify.
Click Connect and log in to your Shopify account.
Grant permissions to enable sync.
Review your product catalog to confirm import success.
In Sync Center, merge, archive, or create product imports.
[Watch Video: How to Manage Product Imports]
Ensure correct parent/variant relationships in the catalog.
[Watch Video: Adding a Purchase Source to Your Catalog Item]
Add BOMs to catalog items, if necessary.
👉 Read more about connecting sales channel integrations.
👉 Read more about BOMs and catalog items.
Step 3: Connect Your Warehouse Management System (WMS)
Connect to Amazon, Walmart, and other fulfillment services via Trackstar. Please see this list of read/write capabilities.
Navigate to Settings > Integrations and select WMS.
Click Connect, then select your WMS provider from the list.
Enter your WMS credentials and required details.
If needed, create an API token (refer to your WMS help guide).
Test the connection and enable data sync. Set read/write capabilities per integration by clicking ⚙️.
Review Sync Center to merge, archive, or create product catalog imports from your WMS and/or Amazon/Walmart.
Sync inventory and verify stock levels across platforms.
Compare locations in Settle to WMS/Amazon/Walmart to ensure accuracy.
Choose whether to consolidate FBA/FBM locations into one or keep them separate.
*Integrations will pull over all locations that exist in said integration, please see step 5 to finalize location setup.
👉 Read more about connecting warehouse management integrations.
Step 4: Sync Your Accounting Software
Navigate to Settings > Integrations > Accounting.
Select and connect QuickBooks, NetSuite, or Finaloop.
Log in to your accounting software and authorize the integration and map accounts/categories for data sync.
Configure sync settings:
Phase 1: Start with read-only access for 30 days.
Phase 2: Audit data accuracy.
Phase 3: Enable read/write access if data is correct.
Verify sync success by reviewing sample transactions.
👉 Read more about connecting your accounting software.
Step 5: Set Up Locations & Vendors
Add Locations:
Navigate to Locations and add manual inventory locations.
This would be for any manual locations not imported from your WMS connection. Locations should be populated with inventory already.
Review and update auto-imported locations with contact details.
Add Vendors:
Navigate to the Vendors tab and input vendor details.
Invite vendors for certification by adding their email.
Confirm locations and vendors are recognized by the system.
Set baseline costs and vendor SKUs for each product.
Create your first Purchase Order (PO) or Bill.
👉 Read more about manually managed locations.
👉 Read more about adding and updating vendors.
👉 Read more about adding vendor SKUs.
👉 Read more about creating a PO or Bill.
Step 6: Final Checks in the Sync Center
Navigate to the Sync Center to monitor all integrations.
Resolve any errors or warnings.
Confirm Shopify, WMS, and accounting software are fully connected.
Test an end-to-end workflow to ensure smooth operations.
👉 Read more about the sync center.
You're All Set!
By completing these steps, your onboarding process is finalized. Your integrations are active, workflows are tested, and your system is ready for full operation.
💡 Need help? Contact our support team at support@settle.co for assistance anytime!