How to manage integrations, your workspace name and the audit log

This page covers four rows of Settings: Integrations, where you connect the tools your team runs on; QuickBooks, where you choose how supplier bills post to your books; Org, which holds the workspace name; and Audit log. See What is workspace admin? for the rest of Settings.

Before you start

Settings sits at the foot of the menu for admins of the workspace. Connecting and disconnecting tools, and choosing QuickBooks accounts and vendors, need the Manage integrations row in Settings › Permissions.

Renaming the workspace needs Rename organization, and reading the audit log needs View the audit log. Admins have all three by default. See How to set who can do what.

What is on the Integrations screen?

Settings › Integrations shows one row for each tool you can connect: Shopify, Klaviyo and QuickBooks. Each row has the tool's logo, a one-line description and a status: Connected, Reconnect or Not connected.

Click a row to open it. The connect and disconnect buttons are inside.

How do you connect Shopify?

Open the Shopify row, type your shop domain in Shop domain, such as fairgreen-golf.myshopify.com, and press Connect Shopify. You approve on Shopify's own screen and land back in Tideswell with "Shopify Admin connected." There is nothing to copy or paste.

Each workspace connects one store, and the row says so: "One Shopify store per workspace. A second store needs a second workspace." Once connected, the row shows your shop domain.

To move the workspace to a different store, press Disconnect first, then connect the new one. How to connect your Shopify store walks through the whole first connection.

What does a Reconnect warning mean?

Reconnect means Shopify, Klaviyo or QuickBooks needs you to approve the connection again. There are two cases, and the open row tells you which one you have.

• The connection has stopped working. The button reads Reconnect Shopify, Reconnect Klaviyo or Reconnect QuickBooks. Press it and approve again on that tool's own screen.
• Your Shopify store is missing a permission Tideswell now needs. The store still shows its data, but some things fail. An amber note inside the open Shopify row names what is affected.

When the missing permission is the one for changing stock, the note says receiving is failing: receiving deliveries and stock corrections are refused against that store. Fix it before your team books in the next delivery. See How to receive a delivery.

For any other missing permission, the note gives the homepage banner as an example of what stops working, because publishing a banner needs theme permissions. See How to schedule a homepage banner.

How do you fix a missing Shopify permission?

Open the Shopify row and press Re-authorize permissions, then approve on Shopify's screen. The store stays connected throughout and nothing is lost, so do not disconnect it first.

When the amber note has gone, the row reads Connected again.

How do you connect Klaviyo?

Open the Klaviyo row and press Connect Klaviyo, then approve on Klaviyo's own screen. Or, under Or paste a private API key, paste a key from your Klaviyo account and press Connect with key. Either way, "Klaviyo connected." confirms it.

A row connected through the approval screen reads "Connected via Klaviyo approval". Klaviyo is what fills the customer directory, so connect it before your team opens What is the Customers area?. How to connect Klaviyo has the full steps.

How do you connect QuickBooks?

Open the QuickBooks row and press Connect QuickBooks. You approve on QuickBooks' own screen, choosing the company whose books Tideswell should post to, and land back in Tideswell with "QuickBooks connected."

QuickBooks is where your supplier bills go once your team has checked them. Connecting it is the first step; the next is telling Tideswell where each bill should post, in Settings › QuickBooks.

How do you choose where bills post in QuickBooks?

Open Settings › QuickBooks once QuickBooks is connected; before that, the screen points you back to Integrations. It reads your accounts and vendors from QuickBooks and asks three things.

1. Under The three lines on every bill, choose an account for Goods, Freight and Purchase discounts, then press Save accounts. All three are needed before any bill can be sent.
2. Under Bills that never became stock, choose an account for each of your bill reasons, such as a repair or a staff purchase. Each one saves as you choose it.
3. Under Which QuickBooks vendor each supplier is, match each supplier to its vendor in QuickBooks. Portside Mills might match a vendor called Portside Mills Ltd. A supplier you have not matched shows Not matched. Each match saves as you choose it.

Tideswell never creates a vendor in your books, so match every supplier you buy from before sending their bills. Bill reasons themselves are set up in Settings › Bill reasons, covered in How to check, record and pay supplier bills.

How does a bill get to QuickBooks?

A person sends it, one bill at a time. Nothing goes to QuickBooks automatically.

In Buying › Bills, press Send in a bill's QuickBooks column. "Sent to QuickBooks." confirms it, and the cell changes to Sent with the bill's QuickBooks number underneath. If a supplier is not matched or an account is missing, Send stops and says which one to set up.

Check a bill before you press Send. Once it is in QuickBooks, it can only be voided there, by someone working in QuickBooks. Sending needs the Edit bills row in Settings › Permissions.

How do you rename the workspace?

Open Settings › Org, change Name and press Save on the Unsaved changes bar at the top of the page. The name appears at the top of everybody's menu, so use the name your whole team knows the company by, such as Fairgreen Golf Co.

The Slug under it is the workspace's identity in its web address, and it stays as it is when you rename. The legal name, address and other details printed on invoices live in their own row: see How to set the company details your invoices show.

How do you run workspace setup again?

Use the Set up this workspace again card on Settings › Org. Press Open setup to go back through the questions you answered when you signed up and see what Tideswell would propose now.

You review everything before anything is built, and you return to Settings when you finish. It only ever adds: your saved views, your workflows and anything you have renamed are left alone, and it never changes the stages your existing records already use. The questions themselves are covered in How to set up Tideswell for the first time.

What is in the audit log?

Settings › Audit log lists every recorded action in the workspace, newest first. Each row shows When it happened, the Action, and Who · what: the person who did it and the kind of thing it touched. The page is read-only, and entries are never edited or removed.

Where a row recorded what changed, an arrow at its end opens Before and After side by side. A row with nothing recorded has no arrow.

On a new workspace the list reads "Nothing has been recorded yet." Actions such as inviting a member or changing a permission appear as they happen.

How do you find a change in the audit log?

Choose an action from the All actions dropdown to see only that kind of entry. The dropdown lists the actions that have actually happened in your workspace, such as Member role set.

The list shows 50 entries at a time. Press Load older to page back, and Back to newest to return to the top.

Use it to find out who changed a setting and when. Say Priya Raman's role changed and nobody remembers why: filter to Member role set, and the row shows who did it and when.

Who shows as System?

System appears where no person was behind the action, such as a scheduled run or an automation. It also appears for an account that has since been deleted.

A member who has been deactivated still shows by name, so their past changes stay attributed to them.