Viably’s Sales dashboard enables business owners to see the data and insights about their commerce shop’s performance, in the same dashboard as their accounting data, and the same app as their business banking data!

With the help of Codat, the technology trusted by leading financial institutions, you can easily and securely connect your commerce software to Viably.

In this article we’ll review:

Connecting Your eCommerce Platform to Viably

In Viably's Sales dashboard, select "Connect my accounts."

Connect your commerce software to Viably's income dashboard.

You’ll then be ushered into the Codat wizard, to securely select and connect to your eCommerce platform.

Codat is used to connect your accounting software to your Viably Sales dashboard, so you will first see the option to connect your accounting software and then connect your commerce software in this experience.

*Note – if you are not using accounting software, you can select "Skip" to choose your commerce platform. If you’ve already connected to your accounting platform, you can continue to proceed with connecting your commerce software.

Select the commerce platform you want to connect to your Viably Income Dashboard.

Upon selection you’ll then be shown what data you will authorize to flow into Viably.

Authorize your commerce software to connect to Viably.

Once selected, click “Next.” You’ll be redirected to your commerce platform to sign-in and authenticate the connection, for a read-only view of your data into Viably. Once connected, click "Finish" in the Codat wizard to see all your commerce data in Viably's Sales dashboard.

See your commerce data connected to Viably's Income Dashboard.

Once connected, you can instantly view trends and insights across your online shop's orders, payments, disputes and payouts. Helping you to better understand the impact of your customers' activities on your cash flow.

See insights about your online shop in Viably's Income.

With this elevated visibility in Viably, you can proactively prioritize your collections efforts and manage your outreach activities, from the same place as your connected business banking data – giving you transparency and the ability to forecast how these payment activities will impact your cash flow.

Updating Your Connected Commerce Platform

Have you changed or need to add another commerce platform? Easy! From Viably’s Sales dashboard, you’ll see the option to “Reconnect Accounts.”

Edit or add your connected Commerce Platform to Viably.

Clicking this will direct you to the Codat wizard, enabling you to select your new commerce platform. Simply skip to your commerce software and select “Add another account.”

Easily add another commerce platform to your Viably account.

You'll then be led through the steps to select, authenticate, and connect your commerce platform to Viably, similarly to as you did upon the initial connection. Once connected, you'll then see both of your connected commerce platforms in your Viably Sales Dashboard.

View your connected Commerce platforms from your Viably Income Dashboard.

If you wish to see the data from only one of your commerce sources, click that specific provider. Otherwise, you'll see the combined totals across your platforms from the dashboard view -- giving you all-in-one visibility.

Want even greater visibility into your business finances Viably? Connect your Business Bank Accounts or apply for a free Viably Business Account, today!

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