1. Create an integration token
In Magento Admin → System → Integrations, create an integration with access to Sales Orders and Credit Memos (and Catalog if you enable product cost fetch). Activate and copy the access token.
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.
3. Store settings
- Timezone — calendar days for P&L use this zone
- Base currency — all charts convert into this currency
- Payment fees — percent + fixed applied on net after refunds
4. Sync
Click Sync now. Initial sync uses a limited lookback (default 30 days) so it finishes in a reasonable time. Status and cancel live on Settings. Hourly sync continues in the background on production.