When you first login to Putler, it will automatically set up a sample account.You can test around with this sample data at the start

Adding your account to Putler

To work with your own data, you’d need to add a new account to Putler.

Wrench Symbol

Wrench Symbol

 

Click on the wrench like settings symbol in top right. You can add as many accounts as you want depending on your Putler subscription

Adding an account

Adding an account

 

While adding an account, select the account type and give it a name you like

Filling Account Details

Filling Account Details

 

We can always import additional data later. Clicking “Continue” will walk you through the authorization process to connect Putler with your payment gateway or e-commerce system.

Various Accounts Added

Various Accounts Added

 

Steps could vary according to your account type, but it generally involves clicking through on-screen prompts, or entering API credentials.

Once your account is connected, Putler will bring in one week’s data and bring you to the sales dashboard. The remaining data will continue to be imported in background.

 

Tip:It’d be best to keep Putler open while it’s importing data – and if you want to check on import progress, just take your mouse over the refresh icon in top bar.

Leave Comment

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

clear formSubmit