1. Create an integration token
In Magento Admin → System → Integrations, create an integration. On the API tab enable at least:
- Stores (needed to read store config / currency on connect)
- Sales → Orders and Credit Memos (required for sync)
- Catalog → Products (optional, for COGS from Magento cost)
Activate, Reauthorize if Magento asks, then copy the Access Token (not Consumer Key/Secret).
Magento 2.4.4+ Bearer tokens
Adobe disabled Integration Access Tokens as Bearer by default. Enable: Stores → Configuration → Services → OAuth → Allow OAuth Access Tokens to be used as standalone Bearer tokens = Yes, then Save Config and flush cache. Without this, Verid (and curl with Bearer) always get 401 even with a correct Active integration.
2. Connect in Verid
Dashboard → Settings: paste base URL (e.g. https://shop.example.com) and the token. Verid validates the connection and can detect currency.
Cloudflare / WAF blocking REST
If connect fails with Cloudflare / WAF / 403 (often “Just a moment…”), Verid’s server is challenged before Magento sees the token. In Cloudflare → Security → WAF → Custom rules:
(http.request.uri.path contains "/rest/") and (ip.src eq 65.109.59.146)Action: Skip Bot Fight / Managed Challenge. Or ask your host to allowlist 65.109.59.146 for /rest/. Then retry Connect.
3. Store settings
- Timezone — calendar days for P&L use this zone
- Base currency — all charts convert into this currency
- Payment fees — percent + fixed per captured order (estimate of PSP cost; Magento refunds do not claw back the original fee by default)
3b. Multi-store Magento (store views)
If Magento has several store views (e.g. EU + CA with different currencies), Verid syncs only the views you select under Settings → Magento store views. Currency and timezone for the Verid store follow the first selected view.
- Saving a subset removes already-imported orders from other Magento stores, then re-aggregates the last 60 days.
- After narrowing views, click Sync now for new orders. If you need to re-pull the full 60-day window (e.g. after fixing a wrong selection), ask support / run an operator backfill with
fullResync— normal Sync now is incremental. - Want a separate P&L for another market? Create another Verid store (Growth+), connect the same Magento URL and token, and pick the other store views.
4. Sync
Click Sync now. The first sync pulls ~60 days of Magento orders (for the selected store views); later syncs only fetch new orders since the last cursor (fast). Credit memos are re-checked for the same 60-day window each run. After a successful sync, open Overview to review net profit.
If the first sync failed mid-way or you changed store views, use Re-sync last 60 days on Settings (rewinds the cursor). Cancel stops between Magento pages — wait for the job to show Cancelled before starting again.