Amazon Business tutorial

Connect Amazon Business to Tidy Orders

One authorization brings your Amazon Business purchase history into Tidy Orders, with line items, product details, and order states deduplicated against your bank and email receipts.

Goal: link your Amazon Business account so orders flow into the review queue automatically every two days, already matched to the right vendor and product category.

Before you start

You will need:

  • An active Amazon Business account (this guide does not cover personal Amazon.com accounts).
  • Sign-in permission for that account — admin rights are not required, but you must be able to complete Amazon's OAuth screen.
  • A Tidy Orders account open in another tab at Integrations.
Region note: Tidy Orders currently supports Amazon Business accounts registered in North America (US/CA/MX). Other marketplaces are on the roadmap.

Step 1: start the connection

  1. In Tidy Orders, open Integrations.
  2. Find the Amazon Business card.
  3. Click Connect Amazon Business.
  4. You'll be redirected to Amazon's secure sign-in page — Tidy Orders never sees your password.
  5. Approve the requested access scopes. These let us read purchase history and order metadata only.

Amazon redirects you back to the Integrations page when authorization succeeds. A green status dot and "Active" badge confirm the link is healthy.

Step 2: let the first sync run

The initial sync pulls up to 90 days of purchase history. This usually finishes in a couple of minutes, but large accounts may take longer.

What gets imported

  • Order date, total, currency, and order ID
  • Each line item with product title, ASIN, quantity, and unit price
  • Seller name (used to canonicalize the vendor across orders)
  • Order state — purchased, shipped, cancelled, or returned
  • Amazon product category, fed into the AI classifier as a hint

Open the Review Queue once the first sync completes. New orders appear with an Amazon source badge.

Step 3: ongoing automatic sync

After the first sync, Tidy Orders refreshes Amazon Business every 2 days, pulling only new orders since the last successful run. You can also trigger a manual refresh anytime with the Sync now button on the connection card.

Sync now Force-pull new orders without waiting for the 2-day cycle.
Test connection Verify Amazon still accepts the stored credentials.
Reconnect Re-authorize if Amazon expires the token or you change accounts.

Step 4: how Amazon orders match other sources

If you also sync the credit card used for Amazon Business, Tidy Orders matches the card charge to the Amazon order automatically. The Amazon import is treated as the richer source — it carries product detail — while the bank charge is folded into the same transaction so you don't double-count.

Matching uses:

  • Amount within a small tolerance
  • Date within ±3 days (Amazon settles charges after ship)
  • Vendor canonicalization across "AMZN Mktp", "Amazon.com*", and seller names

Returned and cancelled orders are reflected automatically: refunds appear as negative amounts and cancelled orders are excluded from totals.

Step 5: when you'll see "Needs reauth"

Amazon tokens can expire if you revoke access, change passwords, or hit Amazon's session limits. When that happens, the connection card flips to Needs reauth with a warning banner.

  1. Click Reconnect on the Amazon Business card.
  2. Sign back in on Amazon's page.
  3. The next scheduled sync picks up where the last one left off — no duplicates.

What we don't store

Tidy Orders only stores the metadata needed to classify and report on purchases. We do not store payment instrument details, shipping addresses, or anything sent to an LLM that would identify you personally. See the privacy policy for the full breakdown.