Business problems
Data retyped from chat to POS to spreadsheet
Every time data is moved by hand, you lose time and risk typos. Conex Bisnis offers several ways to keep products, stock, and orders flowing on their own, from linking your POS app to CSV downloads.
Common causes
- Your POS app and chat catalog aren't linked.
- Old data was never imported in one go.
- Reports aren't pulled directly from the system.
The impact
- Working hours get eaten up by retyping.
- Typos in prices or quantities.
- Data at the POS and in chat doesn't match.
Common mistakes
What often makes this problem come back
Linking before your data is clean
Tidy up product names and prices in the source system first so what's sent to Conex is already correct.
Editing linked products in two places
If products are sent from your POS, edit them there. Changes in two places make the data overwrite each other.
Sharing data links carelessly
Anyone with the Google Sheets data link can read it. Keep it safe and revoke it when it's no longer in use.
Importing without checking for duplicates
The contact import wizard flags duplicates. Review this step before you finish the import.
How to solve it
Fix it step by step in Conex Bisnis
Menu names match the business.conex.chat dashboard (in Indonesian). Steps marked Pro require the Pro plan.
- 1
If you use KasirXpert or Halobengkel, create a connection code in Integrasi › Sistem bisnis (Integrations › Business systems), then enter it in that app.
- 2
Once linked, products, prices, and stock are sent from that system, and Conex order updates are passed back to it.
- 3
Without a linked POS, import products from CSV in the Integrasi (Integrations) menu and contacts from CSV in the Kontak (Contacts) menu.
- 4
Download the order report as CSV from Pesanan & Booking (Orders & Bookings) for your bookkeeping.
- 5
For operations teams, create a Google Sheets data link in Integrasi (Integrations) so product and order data updates on its own.
- 6
For in-house systems, use the Business API for catalog and stock, and webhooks for new orders.
7-day plan
One small step every day
One step a day so it's easy to roll out with your team. Day one can start on the Free plan.
- Day 1
Map your data flow
Write down which data you've been retyping: products, stock, orders, or contacts.
- Day 2
Link your POS
If you use KasirXpert or Halobengkel, create a connection code in Integrasi › Sistem bisnis (Integrations › Business systems).
- Day 3
Import products
If not, save your product list as CSV and import it through the Integrasi (Integrations) menu.
- Day 4
Import contacts
Import customer contacts from CSV in the Kontak (Contacts) menu and check for duplicates.
- Day 5
Download reports
Download the order report as CSV from Pesanan & Booking (Orders & Bookings) for your bookkeeping.
- Day 6
Create a Sheets link
Create a Google Sheets data link in Integrasi (Integrations) for the team that monitors stock or orders.
- Day 7
Review
Note any copy-paste work that's still left, and consider the Business API for your in-house systems.
- After that
Move on to the next problem
Keep the habits that work, then pick another problem you still feel.
Business check-up
Features used
Learn about the feature
Integrations
KasirXpert, Halobengkel, CSV import, Business API & webhooks.
Learn more FreeProAPI, webhooks & Google Sheets
Business API, signed webhooks, and Google Sheets data links.
Learn more FreeReports & summaries
Daily summaries, chats per channel, order reports with CSV.
Learn more FreeContacts & segments
One contact across many channels, segments, custom fields, duplicate merging, CSV.
Learn moreBefore vs after
What changes
Free vs Pro
Features for this problem by plan
Free No time limit
Pro Everything in Free, plus
- You can solve this on the Free plan
Good to know
- ImportContacts and products are imported from CSV files. If you use Excel, save as CSV first.
- Other systemsReady-made links are currently available for KasirXpert and Halobengkel. Other systems can use the Business API; API and connector availability follows your plan settings in the Integrasi (Integrations) menu.
FAQ
Questions about this problem
Who can link a POS system?
The connection code is created by the business owner in the Integrasi (Integrations) menu. The owner can also unlink at any time.
Is customer data included in Google Sheets?
No. The Google Sheets data link doesn't include customers' phone numbers, emails, names, or addresses. Customers are represented by pseudonymous codes.
Can I import from Excel?
Save your Excel file as CSV first, then import products in the Integrasi (Integrations) menu or contacts in the Kontak (Contacts) menu.
What data is available through the Google Sheets link?
Products, orders, and bookings, without customers' personal data.
See also
Related solutions & problems
POS & system integrations
KasirXpert, Halobengkel, CSV, Business API & webhooks.
See solution TeamsOperations
Orders & bookings in one list, your own couriers, stock, reports.
See solution IndustriesShops & retail
Groceries, electronics, batteries & spare parts: cart, stock, wholesale, couriers.
See solutionOrders get lost in chats
Orders are copied from chat onto paper or a spreadsheet, then get missed or mixed up.
See how to fix itFix this problem starting today
Register for free with your WhatsApp number, then follow the 7-day plan above.
