webShaper SQL Accounting Sync is an accounting software aimed to sync product to webShaper, while orders to be sync into the accounting software for the ease of invoice production.

Prerequisites
Product Installation
Initial Setup
Settings

 

Please follow this step by step instructions:

Step 1: Choose Items To Sync
Step 2: Manage Item Details
Step 3: Sync Stock
Step 4: Order Sync 

 

Others:

 

Prerequisites

1. SQL Accounting Software Download Here

2. .NET Framework version 4.5 or higher.

3. Firebird Server (Install either one according to SQL Accounting version).

  • Firebird Server Version 2.5 – Download Here (for SQL Accounting Version 4.2)
  • Firebird Server Version 3.0 – Download Here (for SQL Accounting Version 5.0)
(In case you use Firebird Version 3.0 and above, refer below installation steps to configure firebird server.)

i. Edit firebird.config file located in “C:\Program Files\Firebird\Firebird_3_0\”.

ii. Search for “WireCrypt = Enabled”.

iii. Find line (# WireCrypt = Enabled  (for client) / Required (for server) )

iv. Change the content of this line to:

WireCrypt = Enabled

#(for client) / Required (for server)

v. Save changes.

vi. Restart firebird server.

*While installing Firebird Server 3.0, it is important to set up server login (User ID and Password = masterkey),
and save it.
  • User ID: SYSDBA
  • Password: masterkey

4. Firebird SQL Client 5.9 – Download Here

5. DDEX Provider 3.0 – Download Here

 

Product Installation

1. Install webShaper SQL Accounting Version 1.1.0.

2. Extract “webshaperSqlAccount.rar“.

3. Run “setup.exe“.

 

 

4. If windows prompt you to allow the installation of the program, allow it.

5. An icon to the application should appear on your desktop and your start menu.

 

 

6. The application should be in the startup folder to start automatically when windows starts.

 

 

Initial Setup

1. Change the connection type to server connection in SQL Accounting.

You can find that in the “…” button near Company drop down  int the login window.

 

 

2. Click Back to Database Group.

 

 

3. Choose the current database group, right-click it ans choose Properties.

 

 

4. Change the Database Engine to Firebird Server and the destination Folder for the database.

5. You can click Test Connection to test the connection through your Firebrid server.

 

 

6. It will state that your Status: Connection Active.

7. Then, click OK.

 

 

8. Make sure “Firebird Guardian – Default Instance” and “Firebird Server – Default Instance” services are working.

Press (WinLogo + R) then type “services.msc” to check running services. If Status = Running, then it is okay.

 

 

9. Make a sure that a folder named “WebShaper” is created under drive C.

 

 

10. Run the program from your desktop. Open WebShaper SQL Accounting.

11. Go to Settings and make sure that the selected Database Path file exists.

If it does not exists, press Browse and choose selected SQL Accounting database defined at installation.

12. Set Database Location: (Select either Local @ Remote)

  • Local

    (Inside your computer system)

  • Remote

    (Outside your computer system)

 

Set Local Database Path

If you wish to use SQL Accounting on local machine, you should set the database connection to Local.

i. Make sure that firebird guardian is working.

ii. Go to Settings -> Database.

iii. Choose the “Local” tab and Browse for SQL Accounting Local Database Path on the local machine.

iv. Click Test Connection and it should state that Connection Established!.

v. Click Save.

 

 

Set Remote Database Path

If you wish to use SQL Accounting on Remote Machine, you should set the database connection to Remote.

i. Make sure that firebird guardian is running on remote machine.

ii. Go to Settings -> Database.

iii. Choose the “Remote” tab.

iv. Fill in the remote machine Server IP, Port (default is 3050), and the Database Path to accounting database on remote machine.

v. Click Test Connection and it should state that Connection Established!.

vi. Click Save.

 

 

13. Set User ID and Password if necessary.

14. Press Test Connection. A server version will be detected immediately.

 

 

15. Press Initialize Database and make sure that all customers are created.

16. Click Save.

 

 

Settings

1. Set Sync Options

i. Click Settings > Sync.

ii. Set your Domain (Store URL).

iii. Set Sync Interval (in minutes).

iv. Paste your store API Key.

To get your store API Key, you can copy from:

  • Go to your store control panel.
  • Click Settings.
  • In Store Settings section, click API.
  • Copy your API Key from there and paste it.

v. Click Save.

 

 

2. Initialize Database

i. Go to Settings.

ii. Make sure the parameters for the database are correct.

iii. Click Initialize Database.

iv. Then it stated that its done and you can continue to create items in SQL Accounting.

 

 

3. Setting Default Values

i. Go to Settings > Advanced.

ii. Select an Option from the default values group.

iii. If the selected option does not exist in the default values, you can Add it.

iv. Select a default value from the data grid, you can Update or Delete the selected option.

v. Click Save.

 

 

4. Setting Prefixes For Marketplaces

i. Go to Settings > Advanced.

ii. Choose to use Prefixes and change the values of marketplace codes prefixes.

iii. Click on one of the prefixes and change the value. Example for webShaper: WS. Change to WB.

iv. Press Update.

v. Click Save.

 

 

5. Set Default Invoice Date

i. Go to Settings > Advanced.

ii. Change the default invoice date to either Current Date or Order Date.

iii. You can add or subtract a certain amount of days.

iv. Click Save.

 

 

Step 1: Choose Items To Sync

Before you choose items to sync into webShaper, you have to create a product.

i. Open your SQL Financial Accounting Enterprise Edition.

 

 

ii. Choose Stock.

iii. Click Maintain Stock Item.

 

 

iv. It will direct you to Maintain Item page. In here you can you can create New, Edit and Delete item.

v. Click New to create to item.

 

 

vi. Insert your Code (SKU), Description (Product Name), Cost (Original Price), and Price (Price Shown To Customer).

vii. Click Opn Bal. (Open Balance) button.

 

 

viii. Insert your quantity inside Qty section.

ix. Click Location.

 

 

x. Set your location. Choose either of the location or just set it to default location.

*You may leave the location empty (default) or set the specific location accordingly to your stock location.

xi. Click Save.

 

 

xii.  Click Sync.

xiii. Click Choose Sync Items.

 

 

xiv. Select by ticking your product to sync into webShaper.

xv. Click Save Changes.

 

 

Step 2: Manage Item Details

1. Click Manage item details.

2. Search your product.

3. Click on your product.

4. Make sure to filled in the important fields:

i. Single Item:

  • Product Name
  • Weight
  • Categories

 

ii. Variation: (First you need to tick Set as variant button),

  • Product Name
  • Parent SKU
  • Product Item (Group Name)
  • Weight
  • Option 1; Option 2 (Optional)
  • Attribute 1; Attribute 2 (Optional)
  • Categories

 

5. Click Save.

Step 3: Stock Sync

1. Click Sync stock items.

2. Click Sync Items now.

3. It will show that your product is Successfully Synced to webShaper.

 

4. Go to your webShaper control panel.

5. Click Product.

6. Find your sync product from SQL Accounting and click on your product.

 

 

7. Now you can see that your product with all the details are successfully synced into webShaper and make sure all your syncing products have Processed status to proceed.

 

Step 4: Orders Sync

 

1. On Orders section, click Sync.

2. Click Add orders for export.

 

 

3. On Accounting System, choose SQL Account. Tick By period (last 7 days). Click Search.

 

 

4. Tick your order reference. Make sure your status is processed.

5. Click Save.

 

 

6. Then you can see that your order is added on Manage Sync section.

 

 

7. Go to webShaper SQL Accounting Sync.

8. Click Sync Orders.

9. Click Import Orders.

 

 

 

10. In this section, you can change the Document type, either it is Cash Sales or Invoice.

And you need to insert a Customer.

11. Click Save Orders.

 

 

12. Then you can see your order status change from Pending to Synced Successfully.

 

 

13. Open SQL Financial Accounting Enterprise Edition.

14. Choose Sales and click Invoice.

 

 

15. Inside Invoice section, choose your product by double click on it.

 

 

16. Now you can see that the Net Total are same as the value in your webShaper control panel.

 

 

_____________________________________________________________________________________________

 

Sync Worker Status (Pause/Running)

i. Click Sync.

ii. Click Pause.

 

 

iii. It will show you sync process status is paused.

 

 

iv. Then, click Sync again.

v. Click Resume.

 

 

vi. Then you will see the sync worker is resumed and the status is now Running.