Setting up your workspace
An admin does this once, under Settings and Import. Your dashboard shows a checklist until it is done.
1. Your purchases mailbox
Your workspace reads order confirmations from a mailbox over IMAP. Use a dedicated inbox and auto-forward your confirmations to it. On a general inbox, other emails also go through AI extraction, which costs tokens and clutters your Purchases inbox.
- In Settings → Mailboxes, the Gmail and Outlook / Hotmail presets fill in the server details.
- Gmail needs an App Password, not your normal password: Google Account → Security → 2-Step Verification → App passwords.
- A sale confirmations mailbox can be your personal inbox: its sender allowlist, prefilled with the marketplaces, skips everything else.
2. Your AI API key
Emails and spreadsheets are read with your own API key from Anthropic, OpenAI, Google Gemini or any OpenAI-compatible endpoint. The provider account must have credit. Paste the key in Settings → AI extraction and press Test.
3. Import your spreadsheet
On the Import page, upload your sheet or paste a Google Sheets link, then choose:
- Convert with AI: reads any layout and asks about anything unclear. Uses your AI key, about one call per thirty rows.
- Fill in the template: download the CSV, enter one purchase per row and upload it. Instant, no AI.
Nothing is added until you commit the preview.
- Rows with errors: tick the box to skip them, then fix them in your sheet and import it again.
- Re-imports are safe: rows already imported are skipped.
- Wrong event? Delete it, or single tickets, from the event page. Events with sales cannot be deleted.
A venue or city in an event name moves to its own field. Choose how names are written under Settings → Event names, where you can also clean up existing events.
Started with test data? Settings → Danger zone → Delete all stock and sales removes every event, ticket, purchase and sale but keeps users and settings. It cannot be undone.
Optional: market data & notifications
A TickSights API key (Settings → Market data) adds resale prices and sales pace to your events. A Discord webhook (Settings → Notifications) posts new sales and a daily digest.
