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Importing ShootProof Orders Into Táve
Importing ShootProof Orders Into Táve

Steps for setting up your ShootProof integration for automatic order importing

Nicole avatar
Written by Nicole
Updated over a week ago

ShootProof integration allows you to import your orders directly into Táve where you can attach them to a specific job.

Integrating ShootProof

If you haven't already, you'll need to integration your ShootProof account with your Táve account. Head to Settings › Integrations and select ShootProof in the dropdown menu. You'll be prompted to log into ShootProof with your login credentials and grant Táve certain permissions.

Importing Orders

As soon as a client places an order, a notice will appear on your dashboard indicating you have pending imports. Clicking this notice will take you to the list of pending imports which is also accessible in Settings › Imports.

To import the order, simply click the “import” button to the right of the order. You will be presented with Order Details, as well as options to attach the order to an existing customer (or create a new one), attach it to a specific job, and assign the sales tax collected through ShootProof to one of your tax groups set up in Táve.

Click “Save & Continue”. The order has now been successfully imported.

Reimporting an Order

If you accidentally delete an order within Táve or find that one of your orders is not importing, you can either reimport it from the list of recent imports or you can go to Settings › Integrations › ShootProof and enter the order number to manually import the order.

Import away!

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