1. Navigate to OneShop Settings
Log in to your OneShop account.
Click on Settings in the left-hand menu.
Go to the “Updates” tab — this is where most setup tasks are completed (including logo upload and POS connection).
2. Add Heartland Connection
Click “Add Connection”.
Select Heartland Retail.
Click “Continue” to confirm you're using Heartland as your POS.
This tells OneShop to begin preparing the integration.
3. Refresh and Authenticate
After a few moments, refresh the page.
You’ll see Heartland Retail listed with an “Authenticate Heartland” button.
Click it.
⚠️ Make sure you're on a device where you're logged in as an admin on Heartland. Authentication requires admin access.
4. Authorize the Integration
You'll be redirected to Heartland to confirm the connection.
Click “Allow” to give OneShop permission to access your Heartland account and sync data.
5. Wait for the Sync to Complete
Data syncing may take several hours or up to 24 hours depending on database size.
You can track the progress in two places:
Homepage (Loyalty Program): Watch for an increase in loyalty members (those with emails or phone numbers).
CRM > Clients: Click “Confirm” to see the number of clients imported.
6. Confirm Completion
Once the sync is complete, the CRM will show your full customer list.
You're now ready to begin using OneShop with Heartland for loyalty, texting, and clienteling.