Integration of sales channels to central finance dashboard

Purpose

1.1. Automate the consolidation of sales data from various channels (eCommerce, POS, B2B portals) into a unified finance dashboard for curtain wholesalers.
1.2. Enable automated reconciliation, reporting, invoicing, and financial insights by connecting sales platforms directly to accounting or BI tools, reducing manual input, automating data flows, and improving accuracy.
1.3. Automate the detection and summary of outstanding balances, sales trends, tax obligations, payment statuses, and P&L figures from all channels.

Trigger Conditions

2.1. New sales order, invoice, or payment recorded in any sales channel.
2.2. Scheduled sync interval (e.g., hourly, daily) for comprehensive finance updates.
2.3. Manual trigger on demand for reconciliation or reporting review.
2.4. Automated receipt of critical threshold alerts (e.g., unusual transaction volume, payment failure).

Platform Variants

3.1. Shopify
• API/Function: Admin API, “GET /orders.json” for capturing order data; webhooks for real-time sync.
3.2. WooCommerce
• API/Function: REST API “GET /orders”, webhook configuration for automated order updates.
3.3. Magento
• API/Function: REST API “GET /V1/orders”; event observers for sale triggers.
3.4. BigCommerce
• API/Function: Orders API, “GET /v2/orders”; webhooks for new sales synchronization.
3.5. Amazon Seller Central
• API/Function: MWS Orders API “ListOrders”; Amazon SP-API for real-time data.
3.6. eBay
• API/Function: Selling API “getOrders”; set automated triggers with push notifications.
3.7. Square POS
• API/Function: Transactions API “ListPayments”; webhook for end-of-day batching.
3.8. Lightspeed
• API/Function: Retail API “GET /sales”; webhooks for real-time sale events.
3.9. Stripe
• API/Function: Events webhook for payment success/failed, “GET /v1/charges”.
3.10. PayPal
• API/Function: Webhooks for payment completion, “GET /v2/checkout/orders”.
3.11. Xero
• API/Function: Accounting API “POST /Invoices” for automated invoice creation.
3.12. QuickBooks Online
• API/Function: Accounting API “Create Invoice”; “Read Sales Receipts” for automated data ingestion.
3.13. Sage Intacct
• API/Function: Order Entry API “read”; API for automated posting of new orders.
3.14. FreshBooks
• API/Function: “List Invoices”, “Create Payments”; webhook for new invoice alerts.
3.15. Zoho Books
• API/Function: “GET /salesinvoices”; webhook for automated new invoice triggers.
3.16. Microsoft Dynamics 365
• API/Function: Sales module “POST /salesOrders”, Power Automate connectors for automating data flows.
3.17. HubSpot
• API/Function: Sales API “GET /deals”; CRM extension integrations for monitoring paid deals.
3.18. Salesforce
• API/Function: “Query Opportunity object”; automation via Flow Builder for finance sync.
3.19. Tableau
• API/Function: REST API “Create Extract”; scheduled refresh for automated dashboarding.
3.20. Google Data Studio
• API/Function: Community Connectors for finance systems; scheduled refresh rules for up-to-date visuals.
3.21. Power BI
• API/Function: REST API “Push Data to Dataset”; automate dataflow from sales platforms for centralized reports.
3.22. Oracle NetSuite
• API/Function: SuiteTalk Web Services “addList” for automating upload of orders/invoices.
3.23. SAP Business One
• API/Function: Service Layer “POST /Orders”, integration scenario for automated pipeline.
3.24. Monday.com
• API/Function: Items API, board updates for automated status changes based on payments.

Benefits

4.1. Automates data gathering, eliminating manual copying from multiple platforms and reducing errors.
4.2. Provides real-time, automated financial visibility and reconciled dashboards.
4.3. Automates alerting for anomalies or missed payments, improving financial control.
4.4. Enables automated, scheduled reporting, powering timely decision-making.
4.5. Automates the entire invoicing, reconciliation, and reporting chain for scalable wholesale curtain businesses.
4.6. Automation ensures compliance and auditability by standardizing finance workflows.