PayTraq Blog

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Direct Integration with Nordea Web Services

Starting today, all Nordea customers can take advantage of using an e-banking channel for automatic uploading of bank reports to PayTraq and receiving notifications about both incoming and outgoing payments.

With Nordea Web Services, you no longer need to enter your Online Banking to export your bank statement, all banking transactions are updated in PayTraq online.

The advantages of an e-banking channel include:

  • Eliminates the need to enter data manually, automatically uploads all banking operations to PayTraq
  • Improved speed and accuracy of the data entered
  • All operations in your bank accounts are updated in real time reflecting the current financial position of your business.

How to enable Nordea Web Services?

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Posted in accounting, updates, bank feeds, integrations

3dCart channel in PayTraq Sales Inbox

Together with a recently announced WooCommerce integration we are also pleased to unveil that a new 3dCart channel has been added to PayTraq Sales Inbox.

This option will allow you to create a quick integration between your 3dCart website and PayTraq for automatic uploading of all of your orders created in the online store.

How to set up a 3dCart integration?

Step 1: Activate a new 3dCart channel in PayTraq

Go to the "Channels" tab of PayTraq Sales Inbox and activate the 3dCart channel.

Step 2: Extract your WebHook URL

On your newly activated channel, you will be given a WebHook URL that you need to copy.

Step 3: Activate Webhook in 3dCart

Activate the "SOAP API" plugin in your 3dCart admin panel.

Activate your new order notification webhook by pasting the Webhook URL you have copied into the "POST URL" field.

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Posted in integrations, PayTraq features, e-commerce

WooCommerce channel in PayTraq Sales Inbox

We are excited to announce that a new WooCommerce channel has been added to PayTraq Sales Inbox.

This option will allow you to create a quick integration between your WooCommerce website and PayTraq for automatic uploading of all of your orders created in the online store.

How to set up a WooCommerce integration?

Step 1: Activate a new WooCommerce channel in PayTraq

Go to the "Channels" tab of PayTraq Sales Inbox and activate the WooCommerce channel.

Step 2: Extract your WebHook URL

On your newly activated channel, you will be given a WebHook URL that you need to copy.

Step 3: Activate Webhook in WooCommerce

Go to the "API" tab of your WooCommerce settings in the admin panel. Select "Webhooks" and click on the "Add Webhook" button.

Activate your webhook by selecting "Active" status and "Order Created" topic and pasting the Webhook URL you have copied into the "Delivery URL"

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Posted in integrations, PayTraq features, e-commerce

PayTraq and Zapier Integration. Connect PayTraq with over 500 other popular web apps.

PayTraq always strives to keep all your business data connected. Which is why there is an ongoing effort to integrate it with all your favorite tools. Meet our latest great integration: Zapier.

Zapier is an action automation cloud tool that makes it easy and effortless to pass data between two separate apps. It lets you make hundreds of different connections between different cloud services. Right now there are over 500 different services Zapier can talk to. It is easy to create your own connections without any knowledge of the code or APIs behind it.

Whether it’s your CRM, e-commerce shopping cart, cloud storage, email marketing tool or even just a spreadsheet, Zapier can help you connect all the tools you use on a daily basis.

With the help of Zapier, you can connect PayTraq with popular web apps like Google Drive, OneDrive, WooCommerce, Magento, Google Contacts, Slack, Trello, Pipedrive,

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Posted in integrations, PayTraq features, updates

The Use of Matching Rules for Bank Reconciliation

Recently, we announced a new Automatic Bank Reconciliation feature available in PayTraq.

With Auto Reconciliation, you can easily match most of your statement lines from your uploaded bank statements just in one click.

Auto Reconciliation is available both for the manually uploaded bank transactions and automatic bank feeds. It saves users a lot of time, while making the process quick, reducing the manual effort and improving accuracy.

As of now you can create your own custom bank reconciliation rules to match even more transactions automatically. These are additional rules that can be set up for automatic reconciliation of those bank transactions for which no matching primary documents or journals have been found. Such transactions include bank fees, money transfers, tax payments, transfers from a merchant account, loan payments, etc.

The bank statement line description may contain certain values that help you identify the transaction. You can use part of this

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Posted in updates, bank feeds, accounting, PayTraq features