Epos Now

Once the Epos Now app is installed, navigate to Apps > Manage > Epos Now in your ShopWired account.

Before connecting the app, set up an API device in your Epos Now account for ShopWired to use. Epos Now can charge separately for API device access.

After the API device has been set up, enter the API credentials from your Epos Now account and select connect.

Enter the API key from your Epos Now account.

Enter the API secret from your Epos Now account.

After the connection has been made, the app will display the Epos Now company name that has been connected.

Select the Epos Now location that stock should be synced with.

The selected Epos Now location is used for stock downloads, stock updates and stock audits. If you manage stock across more than one Epos Now location, only the location selected in this setting is used by the ShopWired app.

After selecting the Epos Now location, run the initial product import. This activates the integration and prepares the app for product, stock and order syncing.

Before product syncing can be configured, the app must download the existing product information from ShopWired and Epos Now. This step is required before the integration is ready to use.

Use the Import Products section to start this process by selecting import products.

The initial import:

• Downloads products from ShopWired
• Downloads products from Epos Now
• Downloads SKU information used to match products between both platforms
• Downloads stock information for the selected Epos Now location
• Prepares the app so that product, stock and order sync settings can be configured

The initial import does not create products on either platform. It allows the app to identify which products already exist and which SKU codes can be matched.

The Product Sync section controls whether products can be created between ShopWired and Epos Now.

Products are matched using SKU codes. If the same SKU code exists in both ShopWired and Epos Now, the app treats the products as already linked. If a SKU code exists on one platform but not the other, the app can create the missing product or variation if the relevant setting is enabled.

The Enable product import from Epos Now and Enable product export to Epos Now settings apply to automatic syncing and manual syncing.

The app can use the following product information when creating products:

• Product title
• Product description
• SKU code
• Price
• Sale price
• Cost price
• Active or inactive status
• Brand
• Category
• Main product image
• Stock level
• Colour option
• Size option, where enabled

Select this setting if products with two product options should be synced using colour and size.

Epos Now supports colour and size information for variant products, but the second option cannot be given a custom option name in Epos Now. In ShopWired, the app treats any product option called colour or color as the colour option. A second option can be synced as the size option only when Sync second variant as size is selected.

If this setting is selected, the second option is treated as Size when the app creates the product on the other platform.

If this setting is not selected, products with a size option will not sync from Epos Now to ShopWired and products with an unsupported second option will not sync from ShopWired to Epos Now.

Select this setting to allow products that exist in Epos Now but do not exist in ShopWired to be created in ShopWired.

When this setting is enabled, a manual product sync can create ShopWired products and product variations from Epos Now products where the SKU codes do not already exist in ShopWired.

Select this setting to allow products that exist in ShopWired but do not exist in Epos Now to be created in Epos Now.

When this setting is enabled, a manual product sync can create Epos Now products from ShopWired products and variations where the SKU codes do not already exist in Epos Now.

Select this setting to allow new products to be synced automatically when product changes are detected.

Automatic product syncing uses product events from ShopWired and Epos Now. When a product is created or updated and a new SKU code is detected on one platform, the app can create the missing product on the other platform if the relevant import or export setting is enabled.

Use Manual product sync to run a full product sync.

During a manual product sync, the app:

• Downloads the latest products from ShopWired
• Downloads the latest products from Epos Now
• Checks SKU codes on both platforms
• Creates missing products in ShopWired if Enable product import from Epos Now is selected
• Creates missing products in Epos Now if Enable product export to Epos Now is selected
• Records product sync issues that need attention

If neither Enable product import from Epos Now nor Enable product export to Epos Now is selected, a manual product sync cannot be started.

Categories and brands must be linked before products using those categories or brands can sync successfully.

Use:

• Update category linking to link ShopWired categories to Epos Now categories, and Epos Now categories to ShopWired categories
• Update brand linking to link ShopWired brands to Epos Now brands, and Epos Now brands to ShopWired brands

Before linking categories or brands, select download categories or download brands on the relevant mapping page. These buttons are shown in the Refresh categories or Refresh brands section and download the latest list from both platforms.

Mappings are one-way. Use the ShopWired and Epos Now switch on the mapping page to choose which direction to map. If products need to sync in both directions, set up mappings from ShopWired to Epos Now and from Epos Now to ShopWired.

Several ShopWired categories or brands can be mapped to the same Epos Now category or brand. When mapping in the other direction, several Epos Now categories or brands can also be mapped to the same ShopWired category or brand.

To assign a mapping:

1. Select the category or brand to map
2. Select map selected
3. Choose the matching category or brand on the other platform
4. Select assign

If a product has a category or brand that has not been mapped, the product will be recorded in Failed products and will not be created on the other platform.

The Stock Sync section controls how stock levels are synced between ShopWired and Epos Now.

Stock levels are matched using SKU codes. A stock level can only sync where the same SKU code exists in both ShopWired and Epos Now.

Select which platform should control stock levels.

• Select ShopWired if ShopWired should be the main stock controller
• Select Epos Now if Epos Now should be the main stock controller

During a manual stock sync, the app downloads stock levels from both platforms and updates the non-master platform to match the selected Stock master.

Select this setting to sync stock changes as they are detected.

When Sync stock in real time is selected, stock changes are processed automatically. Stock changes made on the stock master are sent to the other platform. If an order or transaction changes stock on the follower platform, the app can also use that change to update the stock master.

Select this setting to run a daily stock check.

The nightly stock audit compares ShopWired and Epos Now stock levels and updates the non-master platform to match the selected Stock master.

The audit usually runs between 10pm and 2am UTC.

Use Manual stock sync to run a stock sync immediately.

During a manual stock sync, the app:

• Downloads stock levels from ShopWired
• Downloads stock levels from Epos Now for the selected Epos Now location
• Compares matching SKU codes
• Updates the non-master platform to match the selected Stock master
• Records stock sync issues that need attention

The Order Sync section controls whether orders can be created between ShopWired and Epos Now.

Orders can only sync when the products on the order have SKU codes that are already linked between ShopWired and Epos Now. Order status mappings are needed for order syncing in both directions. Payment method mappings are needed when exporting ShopWired orders to Epos Now.

Select an Epos Now product to represent the delivery charge when ShopWired orders are exported to Epos Now.

Epos Now does not support delivery charges on transactions in the same way as ShopWired. When a ShopWired order is exported to Epos Now, the app adds the selected Epos Now shipping product to the Epos Now transaction to represent the delivery charge.

If a ShopWired order includes a delivery charge and no Epos Now shipping product is selected, the order cannot be exported to Epos Now.

Select the ShopWired customer record that should be assigned to anonymous Epos Now orders imported into ShopWired.

Orders created in Epos Now are often not linked to a customer. ShopWired orders require a customer and address details. When an Epos Now order has no customer, the app uses the Default customer to create the ShopWired order and address details.

The selected Default customer should have complete address details. If an Epos Now order is linked to a customer, the app will use that customer record or a matching ShopWired customer where available.

Select this setting to export ShopWired orders to Epos Now.

When this setting is enabled, new completed ShopWired orders can be sent to Epos Now as transactions. The app uses the order's products, SKU codes, mapped order status, mapped payment method and delivery charge information when creating the Epos Now transaction.

Select this setting to import Epos Now transactions into ShopWired as orders.

When this setting is enabled, completed Epos Now transactions can be created as ShopWired orders. The products on the Epos Now transaction must have SKU codes that match ShopWired products or variations.

Select this setting to allow customer records to be created when syncing orders.

When Enable customer sync is selected, the app can create a matching customer record on the other platform if a suitable customer cannot be found.

If this setting is not selected, the app will only use existing customer mappings or the Default customer where applicable. Orders or transactions with customer details can fail to sync if the customer is not already available on the destination platform.

The app stores a link between the ShopWired order and the Epos Now transaction after an order has synced.

If the app detects that an order or transaction has already been linked, it will not create a duplicate order. Orders imported from Epos Now are also marked in ShopWired as being from Epos Now.

Order statuses must be linked before orders can sync. Payment methods must be linked before ShopWired orders can be exported to Epos Now.

Use:

• Order status linking to link ShopWired order statuses with Epos Now transaction statuses
• Payment method linking to link ShopWired payment methods with Epos Now tender types for ShopWired to Epos Now order exports

Before creating mappings, select download order statuses or download payment methods on the relevant mapping page. These buttons are shown in the Refresh order statuses or Refresh payment methods section and download the latest list from both platforms.

Order status mappings can be set up in both directions. Payment method mappings are only set up from ShopWired to Epos Now. Epos Now orders imported into ShopWired are created with the Admin Order payment method and do not require an Epos Now to ShopWired payment method mapping.

To assign a mapping:

1. Select the item to map
2. Select map selected
3. Choose the matching item on the other platform
4. Select assign

If an order uses an order status that has not been mapped, the order will be recorded in Failed order syncs and will not be created on the other platform. If a ShopWired order uses a payment method that has not been mapped, it cannot be exported to Epos Now.

The app records sync issues in the following sections:

• Failed products
• Failed stock updates
• Failed order syncs

Sync issues are stored for 7 days. Use these sections to check which products, stock updates or orders could not be synced and why.

To view sync issues, select Failed products in the Product Sync section, Failed stock updates in the Stock Sync section or Failed order syncs in the Order Sync section.

Products can fail to sync for reasons including:

• Missing SKU codes
• SKU codes longer than 34 characters when exporting to Epos Now
• Category not mapped
• Brand not mapped
• Product options that are not compatible between ShopWired and Epos Now
• Epos Now products in the same variant group using different categories or brands
• Existing products with SKU codes that already belong to different products

Orders can fail to sync for reasons including:

• Order status not mapped
• Payment method not mapped when exporting a ShopWired order to Epos Now
• Product SKU codes not synced
• Missing SKU codes on ShopWired order items
• No Epos Now shipping product selected for orders with a delivery charge
• No customer available for an Epos Now order imported into ShopWired
• Customer address details missing required information

Stock updates can fail if the app cannot update stock on the other platform or if an unexpected error occurs while processing the stock update.

Use the Notifications section to enter an email address for sync failure notifications.

Enter the email address that should receive notifications about unexpected sync failures.

The app uses this address for alerts when an unexpected error occurs during any syncing process. Critical product and order sync failures are included in these notifications so that affected products or orders can be checked manually.

Check the following:

• The product or variation has a SKU code
• The SKU code is 34 characters or fewer
• Enable product export to Epos Now is selected
• The product's category is mapped
• The product's brand is mapped, if the product has a brand
• The product's options are compatible with Epos Now
• The product is shown in Failed products

Check the following:

• The product has a SKU code
• Enable product import from Epos Now is selected
• The product's category is mapped
• The product's brand is mapped, if the product has a brand
• Sync second variant as size is selected if the product uses size information
• The product is shown in Failed products

Check the following:

• The product has the same SKU code in ShopWired and Epos Now
• The correct Stock master is selected
• The correct Epos Now location is selected
• Sync stock in real time is selected if stock should update automatically
• Nightly stock audit is selected if stock should be checked daily
• The stock update is shown in Failed stock updates

Check the following:

• The relevant order import or export setting is selected
• Products on the order have SKU codes
• The SKU codes have synced between ShopWired and Epos Now
• Order statuses are mapped in the direction that the order is syncing
• The payment method is mapped if exporting a ShopWired order to Epos Now
• Epos Now shipping product is selected if exporting ShopWired orders with delivery charges
• Default customer is selected and has complete address details if importing anonymous Epos Now orders into ShopWired
• The order is shown in Failed order syncs

The Epos Now app cannot sync every product, stock or order scenario.

• Products and variations must have SKU codes
• SKU codes must match exactly between ShopWired and Epos Now
• Duplicate SKU codes are not supported
• SKU codes exported to Epos Now must be 34 characters or fewer
• Only the selected Epos Now location is used for stock syncing
• Products with unmapped categories or brands cannot sync
• Epos Now supports one category per product
• ShopWired products with multiple categories use the first category as the primary category for syncing
• Product options must be compatible with Epos Now colour and size options
• Orders require mapped order statuses
• ShopWired orders exported to Epos Now require mapped payment methods
• Orders require product SKU codes that are already synced between both platforms
• ShopWired orders with delivery charges require an Epos Now shipping product before they can be exported to Epos Now
• Epos Now orders imported into ShopWired are created with the Admin Order payment method and do not use Epos Now to ShopWired payment method mappings
• Anonymous Epos Now orders require a Default customer with complete address details before they can be imported into ShopWired