Steps to setup Biztory and Netshop

How to get API key from Biztory?

1. Sign in into your Biztory account.

2. Ensure the user is a developer in Biztory.

• How to set user as developer?

1. Click top right and find “My User”

2. Find the user you want to assign as “Developer” click the “pencil” to edit.

3. Select “Developer” or ensure the “Developer” located in “Selected Item”.

* want to know more details about role setting can go HERE.*

3. Click the right corner and find “My Biztory”.

4. Find “Developer”. If cannot find “Developer” please go back to step 2 to ensure the user is set as a developer.

5. Choose “Yes” to enable the API key. The API key and user ID will be shown below after enabling the option.

How to setup Biztory in Netshop

1. Sign in your Netshop account.

2. Click “My Account” and find “My Webstore”.

3. Click “Control Panel” to manage your WebStore.

4. It will go to a new tab, find “Account & Report” and “Sync to Cloud Accounting”.

5. Choose Biztory as your cloud accounting system.

6. Choose “setup” to key in the details of Biztory into Netshop.

7. Fill in your Biztory ID and API key (please refer to previous title to find API key and user ID) in the column provided then click “Auto create Biztory accounts and payment method”.

8. The payment methods will automatically sync. 

How to bulk sync orders from Netshop to Biztory?

9. Click "back" to the previous window and choose “Order Sync”.
   Choose the marketplaces’ orders you want to sync into Biztory. The orders will pop out below. You can select whichever orders you want to sync or select all to sync. Then click “start process sync”.
   
   

*ONLY PAID TRANSACTION CAN BE SYNCED. THEREFORE THERE WILL NO SELECTION BOX BESIDE UNPAID TRANSACTION.*

10. The INV number will appear after syncing completed.

11. You can check the invoice number in Biztory as well. Press “Sales” and find “Sales Invoices”

12. The invoices have been created successfully! The INV number will be the same in both systems. There will be no duplicate invoice created.

How to sync individual sales orders?

* Please kindly be informed that if you sync individually, the order will be synced even if it is unpaid. *

1. Find “order” under online store categories and click the order which you want to sync up with. 

2. Scroll down to bottom, you will see “sync to accounting”

3. A small window will pop out, choose “Biztory”.

4. The order will be synced into Biztory then the INV number will be generated after clicking Biztory. If the order has been synced before it will show “fail”.