Who Is This For?
StoreHub merchants in Malaysia who use Financio accounting software and want their StoreHub sales to go into Financio without typing them in.
This guide is for Financio. Using Bukku? See How to Connect StoreHub to Bukku Accounting. Need an API key for something else? See How to Get StoreHub API Access.
Overview
To connect StoreHub to Financio, ask StoreHub Care (our support team) for an API token, then enter it in Financio with your StoreHub store name. An API token is a special code that lets Financio get your StoreHub sales. Care's email may call it an 'API key', and shows it next to 'Password'. It is not your BackOffice login.
Financio then copies your StoreHub sales once a day, at the time you choose, and records them as journal entries. Financio built and runs this connection, so you set it up inside Financio. Nothing needs to be set up in BackOffice. For Financio's own guide, see How to Integrate your StoreHub account with Financio.
Before You Begin
Connecting Financio works on every StoreHub plan, including Starter
A Financio account.
You can send email from your account's main or master email address. Care accepts the request only from this address, and sends the API token to it.
Your StoreHub store name. This is the first part of your BackOffice web address. For example, use "financiotest" if your BackOffice is on financiotest.storehubhq.com.
Step-by-Step Guide
Ask StoreHub Care for Your API Token
1. Contact our Customer Care team via live chat from your StoreHub app, BackOffice or email ([email protected]). Say that you want an API token for Financio.
Note:
To ensure the security of your account, request the API token using your account's main or master email address.
1. Wait for Care's email. It comes from [email protected] once your request is approved. If you do not see it, check your spam or junk folder.
2. Keep the email open. The value next to 'Password' is your API token. You need it in 'Connect StoreHub in Financio'.
Connect StoreHub in Financio
Financio updates its own screens. If yours look different, follow Financio's guide
1. Log in to your Financio account.
2. Go to 'Control Panel', then 'Integrated Apps'.
3. In the 'StoreHub' section, click 'Connect'
4. In the 'StoreHub - Authentication' window, enter your store name in 'Store Name'.
5. Enter the API token from Care's email in 'API Token'. Copy it exactly, with no space before or after it.
6. Click 'Save'.
Choose What to Sync
The 'StoreHub - Settings' window opens. You can open it again later with 'Setting' on the StoreHub card.
1. Under 'Sync', tick the data you want Financio to copy from StoreHub: 'Sync Products', 'Sync Customers', 'Sync Employees' and 'Sync Transactions'. To get your sales in Financio, tick 'Sync Transactions'.
2. Under 'Auto Sync', turn on 'Enable Auto Sync' and choose the 'Auto Sync Time'. It is set to 12:00 AM unless you change it.
3. Choose your 'Sales Income Account'.
4. Under 'StoreHub Payment Methods', choose the Financio account for each payment type: 'Cash Payments', 'Credit Card Payments', 'Debit Card Payments' and 'Loyalty Payments'. Not sure which accounts to choose? Ask your accountant.
5. Click 'Save'.
Financio shows "StoreHub Settings updated."
Note:
Financio's settings window says: "Only current month transactions from StoreHub will be synced."
Run Your First Sync
1. On the 'StoreHub' card, click 'Sync'.
Financio shows "Syncing…". You can close the window. Financio sends you a notification when the sync is complete.
Find Your StoreHub Sales in Financio
Transactions made via StoreHub are synced and show up as a Journal Entry in your Financio account. To see the same sales in StoreHub, go to 'Offline Transaction' in BackOffice, to view the transactions.
Troubleshooting
The table below covers common problems when connecting StoreHub to Financio.
Problem | Solution |
I synced, but no journal entries show in Financio | Click 'Setting' on the StoreHub card and check that 'Sync Transactions' is ticked. Financio's settings say "Only current month transactions from StoreHub will be synced", so sales from earlier months do not show. If this month's sales are still missing, contact Financio support. |
I cannot find a Financio export button in BackOffice | Financio has no export or set-up button in BackOffice. In 'Add-Ons', Financio shows 'More Info' only. You connect from inside Financio, using an API token from StoreHub Care. |
Financio does not accept my store name or API token | Use the first part of your BackOffice web address as the store name. Use the API token from Care's email, copied exactly, with no extra spaces. If it still does not work, contact StoreHub Care to check your token. |
Who to contact: Financio built and runs this connection. If your data does not arrive in Financio, or looks wrong, contact Financio support. If your API token (Care's email may call it an API key) does not work, contact StoreHub Care.
Need Help?
Contact StoreHub Support via live chat in your StoreHub app or email [email protected].
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