How to Integrate your StoreHub account with Financio.

Introduction

Integrating Financio with StoreHub allows users to automatically synchronize their sales and inventory data, saving time and reducing manual bookkeeping efforts. This guide will walk you through the process of setting up the integration.

Prerequisites

Before you begin, ensure you have the following:

• A Financio account.
• A StoreHub account.
• API token from StoreHub - More details can be found here: StoreHub Knowledge Base article

Integration Steps

1. Submit API token Request: Visit the StoreHub Knowledge Base article to request for your API token from the Customer Care team by StoreHub.
2. Financio Configuration: Once you have received your API token from StoreHub, log in to your Financio account and navigate to the integration settings. Enter your store name and API token and click Save.
3. Set up the Integration settings: Select the fields to be synced, your preferred auto sync options,  Sales Income Account, and the StoreHub Payment methods.  Once you have finished configuring, click Save.
   
4. Test your sync configuration: Perform a test synchronization to ensure that your sales and inventory data are correctly synced between StoreHub and Financio by clicking the Sync button. 
   
5. Auto Sync: If you have the auto sync enabled, the system will auto sync based on the time you have selected. 

Troubleshooting Tips

• API Key Issues: Ensure that the API key is correctly entered and has the necessary permissions.
• Synchronization Errors: Check your internet connection and ensure both accounts are active and properly configured.
• Data Accuracy: Verify that the data in StoreHub matches the data in Financio after synchronization.

Conclusion

By following these steps, you can successfully integrate Financio with StoreHub, streamlining your sales and inventory management processes. If you encounter any issues, refer to the troubleshooting tips or contact support for assistance.