Channels

In this section, you will learn how to set up sales channels and manage their data.

Transaction Channels define where transactions originate — for example, from an online store, mobile app, or in-store POS. They help you organize, segment, and analyze transactions from different sales environments.

Each channel has its own name, code, and optional description, and can be used when importing or manually creating transactions.

💡 Tip: Configuring separate channels for each sales source makes it easier to track program performance by channel (e.g., eCommerce vs. POS).

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Accessing transaction channels

In the Admin Panel, go to: Transactions → Transaction channels

You’ll see a list of all existing channels with their identifiers.

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Channel list

The list includes two main columns:

Column	Description
Name	The display name of the channel (e.g., eCommerce 1, POS 2).
Identifier	The unique system code used in imports or API integrations (e.g., ecommerce1, pos2).

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Adding a new channel

Click Add channel to create a new transaction channel. You’ll be asked to provide:

Field	Description
Channel name*	The visible name used in the admin interface.
Channel code*	A unique identifier used when importing transactions or integrating via API.
Channel description	(Optional) Short note describing the purpose or location of the channel.

After completing the form, select Add channel to save.

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Editing a channel

To modify a channel, click the ⋯ (three dots) menu next to it and select Edit channel. You can change:

• Channel name

• Channel code

• Description

Click Save changes when done.

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Best practices

• Use short, clear codes — avoid spaces or special characters.

• Keep names human-friendly for admin users.

• Align channel identifiers with your source systems (e.g., use the same code as in your eCommerce platform).

• Avoid duplicate codes — each must be unique within a tenant.

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Next steps

➡️ Learn how to Add or Import Transactions.