Connect to Integrations

Now that your profile and business details are in place, it’s time for the step that really powers Galvix: connecting your data.

Galvix allows you to connect with your billing systems to automate data imports. By integrating with supported platforms, Galvix can periodically fetch the latest data, ensuring that we always have accurate and up-to-date data.

In this guide, we cover:

What does Integration with Galvix do?

Supported Integrations

What does Integration with Galvix do?

Connecting to an integration through Galvix will enable you to:

• Import transactions automatically in real-time, ensuring that all sales are accounted for.
• Retrieve newly added products.
• Determine and add applicable taxes to new invoices within your connected billing system if this feature is enabled.

Supported Integrations

We’ve kept the process as straightforward as possible. All you need to do is choose the billing system you already use, and follow the step-by-step guide to get connected. Once set up, Galvix will keep pulling in the latest information automatically, so you can focus on running your business.

Galvix currently supports connecting to the following integrations:

• Connect Your QuickBooks → Sync invoices, payments, and products so Galvix has a complete view of your business activity.
• Connect Your Stripe → Import charges, refunds, and adjustments in real time to keep all online transactions accurate.
• Connect Your Shopify → Pull in e-commerce orders, products, and customer details automatically.
• Connect Your Zoho Books → Connect invoices, payments, and product updates for seamless accounting and tax reporting.

Prefer to import your data?

If you'd rather not integrate directly, you can import your transaction data manually. For a seamless process, please contact us at support@galvix.com for assistance.

What's Next:

• Managing Your Registrations - Add your sales tax registration details so Galvix can apply sales tax on transactions of that jurisdiction.
• Adding Scheduled Returns - Share your e-filing account details and your filing frequency so Galvix can take over return filing for you.

You’re moving right along, nice work!