Help category
Integrations and advanced tools
Connect external tools while keeping EZFormz as the source of truth.
- Connect an order exportSync orders to Google Sheets or AirtableChoose a live Google Sheet or structured Airtable export, then repair or reconcile missing data safely.
- Configure Google Sheets syncSync and reconcile orders with Google SheetsConfigure live Sheet sync and repair missing or drifted rows without assuming the Sheet saved atomically.
- Configure Airtable exportExport orders and catalog data to AirtableConfigure or repair one-way Airtable export while keeping external copies and retention in mind.
- Connect TaxJar or TaxCloudConnect sales-tax reportingConnect a supported provider and understand which order facts are sent and reconciled.
- Share or transfer form accessCollaborate on or transfer a formGive another account the least access needed or transfer ownership with the retained data boundary understood.
- Connect an AI assistantBuild forms with ChatGPT or ClaudeConnect an AI assistant with explicit authority and understand buyer-data and provider-retention boundaries.
- Use the EZFormz APICreate and use an API keyAutomate EZFormz while treating each full-access key as a sensitive account credential.
- Set up profit and lossSet up product costs and P&L coverageGet a trustworthy starting report by resolving missing cost, shipping, and fee evidence.
- Read a profit and loss reportChoose P&L lenses, controls, and assumptionsUse the right report lens and recognize unknown financial facts instead of treating them as zero.
- Add P&L costs and expensesRecord P&L expenses, shipping costs, and fee rulesAdd financial costs without double counting postage, fees, or order expenses.
- Export or schedule P&LExport, preserve, schedule, or sync P&LShare the exact report carefully through exports, preserved links, schedules, or Sheets.
Not sure where to start? Search Help or submit a support ticket.