Importing Transactions from Stripe, QuickBooks.

Nexus tracker uses your transaction, product, and physical presence to determine your nexus status across jurisdictions. You can import these data into Galvix by either connecting your billing system to Galvix or by doing a manual CSV import. We currently support connecting with billing systems like Quickbooks and Stripe to quickly import your data while more integrations are on their way!

Follow these step-by-step instructions to connect to your billing system.

1. In the Galvix platform, go to "Settings" and select "Data Sources."
2. Click on "Connect your billing system".
3. Select your billing timezone.
4. Select your billing system from the options available and click on 'Connect'.
5. You'll be redirected to the login page of your billing system. Log in to your billing system and authorize Galvix to access your billing system’s data by following the on-screen instructions.
6. Galvix will show you a list of products from your billing system. Assign product types and categories for accurate tax calculations. (You can also skip this step)
7. You can either select multiple products to update product type and category, or you can do it for individual products.
8. In the last step, you will have options to enable/disable the import of past transactions, turn on automatic sync of new transactions, and turn tax calculations for new transactions on/off in registered jurisdictions.
9. Complete the setup, and your billing system will be listed under connected data sources.