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Guides
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Private Site Login Screen - CSS for Dark Mode
Private Site Login Screen - CSS for Dark Mode
Overview
Welcome To Zoey Support!
Browser Compatibility
GDPR Compliance
SSL SNI Requirements
Site-wide HTTPS
Support Holidays
My Subscription
Two Factor Authentication
Swap Account (Store) Owner
Update Billing Information
Switching Businesses (Stores)
Manage Your Team (Sales People / Admin Users)
Team User Custom Attributes
Change Store Name (internally)
Link Your Domain
Link Your Subdomain
Using 3rd Party Proxy or Cloudflare
Adding A Domain Alias
SPF: Emails Not Going to SPAM
SPF Flattening
Data Import
CSV File Import
CSV Troubleshooting
Changing Your Excel CSV Delimiter
CSV Import How-Tos
Accounts - Importing Accounts & Contacts
Importing Categories
Category Product Sort Order Import
Deleting Attribute Values
Downloadable Products Import Template
Gift Card Codes Import
Global Translations Import
Image ALT Tag (For SEO) Import
Order Import
Order Attribute Update Import
Order State/Status Update Import
Invoice Import
Product Attachments Import
Product Image Import
Sales Rep Assignments Import
Shipment & Tracking Number Import
SKU Replacement Import
Tax Rates Import
Uploading Image Files
URL Rewrite - 301 Redirect Import
Import Troubleshooting
Error: Column Names Have Duplicates
Error: Invalid Value For 'tax_class_id'
Error: Product Type Is Invalid Or Not Supported
Error: Skip import row, is not valid value "" for field "type"
Product CSV Fields & Values
How to Disable Products
Zoey EDI
Exporting Data
Integrations
Faire Integration
Faire Integration Errors Explained
Shopify Integration
Data Mapper Integrations
Connect with a Zoey Data Mapper
Fishbowl - Data Mapper Integration
How to Re-Export Missing Orders to Fishbowl
MarketTime Integration
SellerCloud - Data Mapper Integration
SOS Inventory - Data Mapper Integration
Data Mapper Examples
Full Order Data Export Data Mapper
Order Import Data Mapper
Invoice Data Mappers
Shipment Data Mappers
Products Data Mappers
Account Address Data Mappers
Account Product Prices and Restrictions
Transactions Import: Payments & Deposits
Transaction Export Data Mapper
Subscriber Export Data Mapper
Zoey Values for Data Mappers
Formulas in your Data Mapper
Data Mapper Troubleshooting
Data Mapper Audit Log
Archive a Data Mapper
Google Sheets Importer
Step 1: Connect your Google Account and Create Import
Step 2: Mapping and Scheduling Google Sheet Import
NetSuite
Step 1: Prepare your Zoey Data
Step 2: Set up a NetSuite API User for Zoey
Step 3: Create Integration in NetSuite
Step 4: Set up the Zoey Integration Configuration Page In Zoey
Customers - Importing & Exporting with NetSuite
Saved Search - Importing NetSuite Customers
Products - Import from NetSuite
Sales Orders - Importing & Exporting with NetSuite
Import NetSuite Orders to Zoey
Manually Sync to NetSuite
NetSuite Subsidiary and Location
Invoices, Shipments, and Payments - Importing & Exporting with NetSuite
Mapping Currencies, Payments, and Shipments with NetSuite
Order History
Record Caching
NetSuite Error Log and Troubleshooting
Error: You do not have permission to set a value for element. Permission Errors with sending Zoey Orders to NetSuite
Error: Saved Search not Syncing
Error: INVALID_KEY_OR_REF WARNING WARNING
ShipperHQ and NetSuite Shipping Method Mapping
QuickBooks Online
Step 1: Install the QuickBooks Integration App on Zoey
Step 2: Connect to QuickBooks
Step 3: QuickBooks Online Integration Settings
Step 3a. QuickBooks UK - VAT Setup
Syncing Customers and Products
Syncing Payments
Syncing Refunds
Manually Sync Invoices and Payments to QuickBooks
Manually Link a Zoey Invoice to a QuickBooks Invoice
Import Invoices from QuickBooks Online
QuickBooks Online Error Logging
Error: Required param missing, need to supply the required value for the API
Error: Link Orders on Duplicate Document Number Error
Error: Invalid Reference Id : Categories cannot be used in transactions.
Error: Invalid Reference Id : Names element id 0 not found
Error: Failed to create QuickBooks invoice for Order due to missing items.
Error: Duplicate Name Exists Error
Error: Cannot Change Who Customer Bills With Error
Payment Review: Invoice not Synced to QuickBooks Online
An application error has occurred while processing your request
Passed array has no key for 'Value' when contructing an ReferenceType
Business Validation Error: Enter a transaction amount that is 0 or greater.
Error: Cannot Record QuickBooks Payment Because the Invoice Has More Paid Than the Zoey Invoice
QuickBooks Online FAQs
ShipStation
Install the ShipStation Integration
ShipStation Integration Settings
ShipStation REST API Settings
Shipping Rates from ShipStation
Configuring ShipStation Order Statuses
ShipStation Split Shipments
Zoey ShipStation Integration FAQs
Connecting to the Zoey API with Postman
Building a Custom Connector with Zapier
Klaviyo
Send Abandoned Cart Emails through Klaviyo
How to Build a Klaviyo Segment of Zoey Subscribers
Sync Account Attributes to Klaviyo Profiles
Single Sign On
Okta OpenID
Finale
Products
Products Overview
Creating Products - Product Types
Bundled Product
Configurable Product
Configurable Products Additional Settings
Downloadable Product
Gift Card
Grouped Product
Simple Product
Variation Product (Invisible Simple Product)
Virtual Product
Comparing Products
Gift Cards
Products List
Bulk Editing Products
Columns In The Product List
Editing Inventory From The Product List
Search And Advanced Product Search
Tabs On The Product List
Advanced Product Pricing Structures
Configurable Product Advanced Pricing
Customer Group Pricing
Minimum Advertised Price (MAP)
Price Suffix
Tier Pricing
Tier Pricing Groups
Account Specific Product Prices
Lowest Sale Rule Price (LSRP)
Product Attributes
Delete Attribute Values
Filter By Custom Attribute
Manage Attributes (Products > Attributes)
Search By Custom Attribute
Sort By Custom Attribute
Product Video Attribute
Customizations
All Customization Settings
Editing Customizations
Copy Customizations From One Product To Others
Multi-Column Layouts for Customizations
One Time Charge Per Product for Customization
Weight for Customizations
Multiple Product Templates
Switching Themes With Multiple Product Templates
Inventory & Shipping
Product Backorders
Minimum / Maximum Quantity Allowed
Minimum Quantity Groups
Quantity Increments, Packaging and Decimal Quantity
Configurable, Bundle And Grouped Product Inventory
Default Qty Value
Inventory Locations
Inventory Location Priority
Split-Quote Shipping Rates
Multiple Address Shipping
Linking Simple Products to Configurable Products as Variations
Placeholder Image for Products
Product Image Recommendations
Product Settings
Controlling Product Visibility
Inventory Management
Inventory Reserve Quantity
Catalog Settings
Swatches
Search Settings
Downloadable Product Options
Product Image Paths Export
Configurable Product Table Order Interface
Bulk Update Make Products Taxable
Product Access Restrictions
Duplicating a Product
Ordered Product Notification Emails
Previously Ordered Product Notification
Product not Sellable Individually
Related Products, Up-sell Products, Cross-sell Products
Quick Order Forms
Quick Order Form by Unique Product Lookup
Reviews & Ratings
Search Engine Optimization (SEO)
File Manager
Product Attachments
Adding Attachments To Product Template
Product Page Variables for Javascript
Status Flags
Showing Attributes from Variations
Product Alerts
Reserved Products
Product Audit Log
Categories
Creating Categories
Category Images
Creating Sub-Categories (Child Categories)
Creating A Redirect for A Category
Editing Search Engine Information For Categories
Managing Products in Categories through CSV
Manage Products In Categories - Adding & Organizing
Bulk Assign Products To Category
Sorting Products In Categories With Product Attributes
Multiple Category Templates
Number Of Products Per Page
Parent Categories Not Showing Products
Products Not Visible In A Category
Terminology For Categories
Category Page Variables for Javascript
Category Table View
Accounts & Customers
Accounts
Account Roles & Permissions
Creating a Contact Role for Account Locations
Creating a New Role for an Account Location
Customer Registration Form
Account Switching
Account Settings
Order Approval
Registration Approval
Emails Sent to Contacts
Activity Logging in Zoey CRM
Account List Tabs
Leads and Opportunities
Add Products to Customer's Cart
Changing a Contact Role and Permissions
Cookie Law Banner
Customer Attributes
Editing Account Attributes via Export & Import
Matrix (Table) Attribute
Customer Groups
Uses of Customer Groups
Automatic Customer Group Assignment by VAT
Customer Web Settings
Emails and Notifications
Multiple Email Recipients When Placing an Order
Adding Internal Recipients to Email Notifications
Adding Recipients to an Email
How to Disable an Email
Editing Email Templates
How to Invite Customers
Copy Customer Invitation Link
Group Price List
Managing Contacts and Addresses in the Customer Portal
Managing Ship Tos in the Admin
Manually Creating an Account
Prevent Spam - reCAPTCHA
Registration Pending Approval
How to Merge Accounts
Terms & Conditions for Customer Registration
Deactivating an Account
Create Contact or Account from Guest Order
Quotes
About Quotes
Quote FAQs
How Customers use Quotes
Submitting A Quote
Quote Approval
Editing A Quote
Add to Cart / Add to Quote Button
Setting Up Quotes
Adding Quote Mini-Cart to the Header
Quote Access Restriction
Quote Customer Permissions
Quote Creation Settings
Quote Management Settings
Quote IDs
Quote Attributes
Admin Quote Creation
Admin Quote Management
Quote Change Request
Quote Custom Shipping Rate
Quote Drafts
Quote Expiration & Reminders
Product Quotes Settings
Quote PDFs
Quote Statuses
Converting Quote To Order
Quote Import/Export
New Quote Email Template
Drafts
About Drafts
Drafts in the Web Admin
Drafts in the Customer Portal
Drafts in the Mobile App
Sales Rep
About Sales Rep
Adding Sales Reps
Default Sales Reps
Editing and Tagging Sales Reps
Viewing and Exporting Sales Rep Data
Orders
How to Process Orders - Order Lifecycle
Overview of Order Terminology
Suspected Fraud Status
Creating an Order from the Admin
Canceling an Order
Canceling Items on an Order
Invoicing your Orders
Editing an Invoice
Creating Additional Invoices
Customer Invoice Grid - My Invoices
Shipping your Orders
How Customers Pay for Shipping
Shipping Cost for Shipments
Voiding a Shipment
Collecting Deposit Payments
Payment Terms: Deposit Automation
Request Deposit for Specific Products Automatically
Paying an Invoice
Voiding an Invoice
Voiding a Transaction
AutoPay
Store Credit
Refunding a Payment
Issuing a Credit Memo
Transaction Totals Explained - FAQ
Custom Order Statuses
Deleting an Order
Editing an Order
Editing Items on an Order through CSV Import
Credit Card Authorization (Stripe & Authorize.net)
Partial Payments, Deposits, and Refunds
Order Grid Features
Shipments, Invoices, and Transactions Grids
Archiving Orders
Bulk Changing Status
Filters (Advanced Search)
Order Grid Tabs
Order Status Colors
Viewed Orders
Partially Paid & Partially Shipped Orders
Customer Order Grid - My Orders
Order Attributes
Order Delivery Date / Delivery Day Validation
Customize PDFs (Invoice, Packing Slip, Credit Memo)
PDF Templates
Adding custom CSS to your PDFs - PDF Styles
How to make Invoice PDF fit in a Windowed Envelope
Add Invoice Number to the Invoice PDF
Add Shipment Tracking Numbers to Emails and PDFs
Order Settings - General
Checkout Terms & Conditions (Agreements)
Gift Messages
How Order and Invoice Totals are Calculated
Minimum Order Amount
Multiple Ship-To Address Orders
Order Comments
Order, Invoice, Credit Memo & Shipment Numbers
Order Variables Accessible on Order Success Page
Printing and Downloading Order Documents
Printing Packing Slips
Print or Send Statement PDF
Recurring Orders
Share Shopping Cart
Shipping & Payment Method Restrictions
Split Orders (Split Products Into Different Orders)
Split Order by Attribute Options
Shopping Cart Settings
Pick Lists
Incremental Order Numbers
Shipment Tracking
Order Automation Rules
Scanning Barcodes in the Admin
Order Total Savings
Bypass Order Item Quantity Limits for Shipments & Invoices
Payments
3D Secure CC Validation
Amazon Pay
Authorize.net
Authorize.Net Error: Transaction Not Accepted or Generating Authorize.net Transaction Key
Authorize.Net Error: Gateway Error (TESTMODE) The transaction amount submitted was greater than the maximum amount allowed
Bank Transfers
Invoicing Automation
Cash On Delivery
Check / Money Orders
Net Terms
PayPal Express Checkout
PayPal Payments Pro
Connecting PayPal To Authorize.net
Troubleshooting PayPal
Require phone numbers for PayPal Express Checkout orders
Braintree by Paypal
Purchase Orders
Saved Cards
Send Invoice
Stripe
Stripe ACH
Stripe ACH - Saved Accounts
Troubleshooting Stripe ACH Transaction
Stripe EU
Zero Subtotal Checkout
Shipping
Shipping Methods and FAQs
FedEx (Federal Express)
Flat Rate Shipping
Enable a Shipping Method when valid SKU found in Cart
Free Shipping
Setting up Free Shipping
Free Shipping Based on Order Subtotal
Free Shipping For Customer Groups
Free Shipping For Specific Products
Limit Free Shipping By State/Region
Free Shipping with a Promo Code
Matrix Rates
Advanced Matrix Rates
Product Matrix Rates
Pacejet
Shipping and Payment Method Troubleshooting
Shipping & Tax Estimate
Table Rate Shipping
Country Codes
US/State Codes
United Parcel Service (UPS)
USPS (United States Postal Service)
Shipping Weight Calculation for Configurable Products
Design
Help Designing your Store
Theme Design FAQs
Themes
Editing an Unpublished Theme
Publishing and Un-Publishing Themes
Preview Theme / View Store
Manage Assets: CSS, JavaScript, HTML Editor
Theme Visibility By Customer Group
Multi-User Editing of Different Pages
Private Site Login Screen - CSS for Dark Mode
Pages
All Page/Template Types
Blog Pages
Creating a New Page
Creating A Multi-Column Layout
Creating an Order Form by Category
Information Page Access Restriction
Layout Settings
My Account Pages
Order Success Page
Page Settings
Pages You Can/Can't Change
Products & Category Templates
Save Draft, Save, Publish and Unpublish
URLs & SEO
View Templates As
Contact Us Form
How do I edit my store Footer?
Suggested Footer Links
Blocks (The + Add Menu)
Banners
Blog
Box
Box (Locked)
Building Blocks
Buttons
Category Blocks
Category Lists (Menus)
Category: Subcategory Lists
FAQ / Accordion
HTML Block
Images
Information Banners
Product Attribute Blocks
Product Essentials
Product Lists
Slideshows
Social Media Icons
Text Blocks
Video Banner
How To Articles
Add Information To Shopping Cart, Checkout and Quote Cart/Submit
Add Newsletter to Checkout
Adding an "Ordered Items Page" Link
Adding Quantity Available to Product Page
Add Stock Status to Search Results
Anchor Tags
Click To Enlarge Product Images
Converting To A New Header
Customizing Links In The Header Navigation with CSS
Dark Theme
Enable Category Products Infinite Scroll
Enable Search Results Infinite Scroll
Product List from Categories
Setting Featured And New Products
Using the Mega Menu Header
Image Sizes
Image Compression
Adding A Pop-Up To Your Storefront
How to Hide Drafts in your Store
Automatically Select Shipping and Payment Method at Checkout
Adding a Mobile Only Image to Slideshow
Creating a Custom Order Form Page
Sort Attribute Values for Store Filters
How to show HTML for specific Customer Group
Add a Bin or Shelf Locator for Warehouse
Theme Fonts, Colors, and Styles
CMS - Content Editor
Desktop, Tablet & Mobile
Multi-Language Design
For Developers
Min Height Set
Mobile Design
Mobile Header
Header Navigation Links
Header Navigation FAQs
Taxes
Getting Started
Tax Rates
Setting up Tax Classes
Creating Tax Rules
Apply Tax on Shipping
Setting up VAT
VAT Verification
Troubleshooting Taxes
Sales & Discounts
Catalog Sales and Discounts
Discount Rules
Discount Conditions
Sale Price Rules
Product Quantity Tier Pricing
Promotions FAQs
Creating a Catalog Sale Rule
Common Discount Rules
Auto-Add Product To Cart
Bottle and Can Deposit/CRV: Auto-Add Product to Cart (Matching QTY)
Dunnage Matrix (Auto-Add Multiple Dunnage Pieces)
Product Surcharge (Tariff): Auto-Add Product to Cart (Matching QTY)
Buy X, Get Y free (different SKU)
Buy X Amount, Get % Off
Buy X Get Y Free (same SKU)
Customer Group Discount
Discount Levels by Account Attribute
Discount Cart Based on Cart Total
Discount for Specific Customer or Account
Discount Highest Price Item
Discount Shipping Only
Free Shipping
Give X $ or % Off
Product Attribute Discount
Quantity Discount by Category
Single-Use Discount for New Customers
Stop Free Shipping with Discount
Using Multiple Discount Rules to create Tiered Discounts
Discount for specific Accounts
Language and Currency
Currency (changing or adding)
Languages (changing or adding)
Available Languages for Store Views
Change Default & Control Panel Language
Limit Customer Groups to Specific Languages and Currencies
Locale Settings
States and Regions
Store Scope
Multi-Language SEO
Locale Values for hreflang tag
X-Default with Hreflang
Translating Your Store
Translating Any Text in your Store
Translating Your Categories
Translating Categories via Import
Translating Your Checkout
Translating Your Cookie Notice
Translating Your Design
Translating Global Elements
Translating Your Login / Create Account / Forgot Password / Empty Cart Pages
Translating Your Products
Translating ReCaptcha
Translating Your Product Images
Translating Tier Pricing
Translating Your Search Results Page
Translating Quotes
Translating Drafts
Translating Net Terms Details
SEO
301 Redirects
Meta Data
MicroData (Structured Data, Schema.org)
SEO Best Practices Overview
Setting Up Your Sitemap
URLs End Numbers
URL Redirects
Deleting URL Rewrites
Creating Custom URLs
Image Alt and Title Tags
SEO FAQ
OG Tags: Facebook Open Graph MetaTags
Google Mobile Usability Issues Detected
Blog
Creating Your Blog
Managing Your Blog
Common Troubleshooting Steps
Search Blog Content
Analytics & Reports
Google Apps
Google Analytics
Google Advanced / Enhanced Ecommerce Analytics
Google Adwords Conversion Tracking
Google Dynamic Remarketing Conversion Tracking
Google Search Console
Google Tag Manager
Google Customer Reviews
Stop Payment Solution from Being Referral Source
Verify Site Ownership for Google
Reports - Overview
Transaction Reports
Customizable Reports - Export Current Grid
Incomplete Reports - Refresh Statistics
Accounts Receivable Report
Accounts by Orders Total
Orders Report
Tax Report
Shipping Report
Credit Memo Report
Coupons Report
Find Customers by SKU
Products in Carts
Bestsellers
Products Ordered
New Accounts
Customers by Orders Total
Customers Reviews
Products Reviews
Ordered Items Summary
Forecasting Report
Sales By State
Backorder Items Report
Stock Report
Bing Ads Conversion Tracking
Apps
Adding Apps to your Store
App Requests
AfterShip
AgeVerify
Avalara AvaTax for Zoey
AvaTax Logs and Troubleshooting
Avalara CertCapture for Zoey
Cookie-script.com
eWay Rapid 3.1 (v1.4.1)
Facebook Login
Facebook Tracking Pixel and Conversion Code
GDPR App
GoDataFeed
Google Address Autocomplete
Jotform - Create Your Own Form
LiveChat
MailChimp for Zoey
M2E
Enabling M2E
Nosto
Olark Live Chat
OrderCup
Ordoro
Pinterest Rich Pins
Shiptheory
ShipWorks
SkuVault
StitchLabs
Store Locator (Stockist.co)
Yotpo
Webgility / ECC / QuickBooks
XPS Ship
Dropbox
ShipperHQ
Dimensional Packaging
ShipperHQ Import Template
ShipperHQ - No Shipment Methods Available
ShipperHQ Advanced Sync Troubleshooting
Abandoned Cart
Abandoned Cart Recovery
Google Shopping Feed
About the Google Shopping Feed App
Getting Started with Google Shopping
Google Shopping Feed Taxonomies
Set Up Tax and Shipping in the Google Shopping Feed
Testing & Generating the Google Shopping Feed
Submitting your Google Shopping feed to Google
Running AdWords Shopping Campaigns with the Google Shopping Feed
Feed Settings for Google Shopping
File Settings > Google Shopping App
Columns Map > Google Shopping
Directives > Columns Map > Google Shopping
Product Filters > Google Shopping
Configurable Product > Google Shopping
Group Product > Google Shopping
Bundle Product > Google Shopping
Shipping > Google Shopping
Different Currencies for Feed - Google Shopping
Google Shopping Import Fields
How To
Customer Access Restriction (Private Site)
Re-Indexing Your Store
ERROR: Cannot Initialize the Indexer Process
Enabling Maintenance Mode
Catalog Access Restrictions
Product Access Restrictions - Global Settings
How to restrict an Account to specific list of Products
Account Product Restrictions
Category Access Restriction
Restricting Language and Currencies to Customer Groups
How to Offer Zoey Checkout on Facebook & Instagram
How to sell Classes or Tickets through your Zoey Store
Sales Portal Theme
B2B Sales Portal Theme
Installing the B2B Sales Portal Theme
Editing B2B Sales Portal Homepage
My Catalog for B2B Sales Portal
Troubleshooting
Troubleshooting Blog
Troubleshooting CSV Imports
Troubleshooting PayPal
Troubleshooting Products
Troubleshooting Promotions
Troubleshooting Shipping
Troubleshooting Taxes
Troubleshooting Categories
Mobile App
iOS 3.0 Release Notes
Mobile Help
Mobile App FAQs
Mobile Barcode Scanning
Markdown
Mobile Account Search and Filter
Private Site Login Screen - CSS for Dark Mode
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