If you use Pathway and are looking for a way to automatically reconcile bank deposits with your Shopify orders, you're in the right place.

Pathway automates your invoices and prepares your accounting so that your tax advisor receives the revenue and payment exports directly in DATEV format. However, Pathway does not offer a way to reconcile manual payments such as bank transfers.

Therefore, Pathway is ideally complemented by Cleero. With Cleero, incoming payments can be automatically assigned to the matching orders and marked as paid in Shopify.

With a Pathway integration, Cleero can additionally synchronize invoice number and invoice date, making the reconciliation even more precise. In this article, we show you for whom Cleero is useful and how to set up the Pathway integration in Cleero.

Who is Cleero useful for?

Cleero is particularly useful for Shopify stores that use Pathway for invoice creation and also accept manual payments such as bank transfers. In these cases, additional effort often arises because incoming payments cannot be automatically assigned to the correct orders and must be marked as paid manually.

If you want to automate payment reconciliation and automatically mark orders as paid after payment has been received, Cleero is a suitable addition. Especially in combination with Pathway, the reconciliation can be even more precise, since Cleero can also synchronize invoice number and invoice date.

Cleero is therefore especially suitable for merchants who want to make their processes around bank deposits, order status, and accounting workflows more efficient and reduce manual steps.

Integrating Pathway into Cleero

If you use the invoice printer from Pathway and accept manual payments, it is recommended to connect Pathway as a third-party provider in Cleero. This allows you to mark prepayment, cash on delivery, or purchase-on-invoice orders directly in Shopify as paid.

If Pathway assigns its own invoice numbers, Cleero does not initially know them without integration. If a bank deposit contains only this invoice number as a reference, the payment may not be uniquely assigned.

By connecting, Cleero can synchronize invoice number and invoice date from Pathway. This improves payment reconciliation, as incoming bank payments can then be assigned even more precisely to the correct orders.

Connect Pathway with Cleero

The setup is done in just a few steps:

Prerequisite: Cleero and Invoice Printer Pro > DATEV apps are installed.

1. Create an API key in Pathway's Invoice Printer Pro app. Use the corresponding Pathway help article.

2. Now go in Cleero to Settings > Third-party integrations > Pathway and click "Connect Pathway"

3. Paste the Pathway API key you just created there and click on "Connect Pathway".

Once the API key has been stored, Cleero connects directly to Pathway and will automatically synchronize the relevant invoice data going forward.

FAQ

Why should I connect Pathway with Cleero?

If you use Pathway for invoice creation and also receive payments by bank transfer, the connection helps improve payment reconciliation in Cleero. By synchronizing invoice number and invoice date, payments can be assigned more precisely.