Track Sync activity

The tabs of Sync follow what your connected merchants collect through your platform and what you earn from it.

The owner, an Administrator, a Finance member, an Analyst, a Viewer, or a custom role with View transfers or Manage transfers, sees this activity. The plan is the one for Connect a merchant: Scale, Enterprise or the Sync add-on. Each environment shows its own connections and its own payments: Sandbox and Live.

Overview

Sync opens on Overview. Connected accounts counts all your connections, including your active merchants and your pending invitations. For the chosen Period, Volume, Payments and Commissions are compared with the previous period, and the Volume and commissions chart follows them by day or by month.

Below, Latest payments lists the recent payments, Top accounts ranks your merchants by volume, Payment channels breaks the payments down by payment method, and Since the start gives the cumulative volume, payments and commissions.

Payments

The Payments tab lists the payments collected by all your connected accounts. The search takes the payment ID, its reference, its description, or the customer's name or email; Account narrows the list to one merchant, and Payment date to a period. An opened payment shows Your commission on that payment.

Revenue

The Revenue tab shows Commission revenue for the chosen Period: Commissions in the period, compared with the previous period, Commissions since the start and Connected merchants, then a chart of the commissions over time.

Revenue by merchant ranks your merchants from the largest amount to the smallest, with one row per currency when a merchant is paid in several currencies. If you earn in several currencies, Commissions by currency shows them side by side, never adding them up.

Collected fees

In the Payments menu, the Collected fees tab lists your commission on each payment collected for a connected merchant, with the Total collected at the top. The search takes the payment's ID, reference or description, and the filters take the date and the amount of the fee; each fee leads to the payment it comes from.

The tab also needs the Growth plan or a plan above it: with the Sync add-on on Pay as you go, it does not appear. A custom role also needs View payments.

An account in detail

A merchant's page, opened from Sync › Accounts, has its own tabs. Manage a connected account describes its overview. The other tabs follow the permissions the merchant granted:

These tabs only appear once the merchant is connected. Timeline, always there, shows the History: what happened on the connection, newest first.