KashFlow is an easy to use online accounting package for customers in the UK. FoodStorm integrates with KashFlow so that your orders, customers & payments are automatically transferred from FoodStorm into KashFlow.
This article assumes you've already signed up for an account with KashFlow and have login access to the KashFlow system.
Setup in KashFlow (a one-off process)
In order for FoodStorm to talk to KashFlow, you need to enable API access from within KashFlow. Here's how:
- In KashFlow, click Settings > API Settings.
- Tick Enable API.
- Click Save.
Next, make sure that you have all the accounts and transaction types that you will need. For instance if you accept Visa and MasterCard Payments in FoodStorm, then you will have to add Payment Types of Visa and MasterCard in the Settings > Payment Methods screen in KashFlow (make sure you match the exact word or it will not be found).
Setup in FoodStorm
- From the Settings screen click Plug-ins.
- Activate the KashFlow plugin by clicking Activate.
- Enter your User Id and Password as you would log in to KashFlow.
- Click Save.
Log out of FoodStorm then back in again for the new plugin to be activated.
Regular Accounting (performed regularly)
- Log into FoodStorm, and click Settings.
- Click Import & Export at the top left of the screen.
- Click on Export and from the drop-down list click Export to KashFlow.
- Select the dates between which you wish to export your orders (The first time you do this choose a single date, just to make sure everything is set up correctly).
- Click Next and wait while FoodStorm communicates with KashFlow. When complete, you will be presented with a list of items, customers, orders & payments which will be imported. For any customer or item that has not been previously exported to KashFlow you will be asked to provide a KashFlow name, note that this is a one-off process for each customer & item.
- Once you are ready click Import.
Your data will be transferred to KashFlow, this may take a minute depending on how much data you are transferring.