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.
- Enter fresh P&L costsEnter fresh P&L costsEnter order and product costs directly in one workspace, with no setup wizard.
- Read your P&L reportRead your P&L reportUnderstand paid-order sales, known costs, missing values and profit for one form.
- Record shipping, fees, expenses and creditsRecord shipping, fees, expenses and creditsEnter plain costs and dated form expenses without double counting.
- Download a P&L reportDownload a P&L reportDownload the complete selected form/date report as CSV.
Not sure where to start? Search Help or submit a support ticket.