- General
- MyCashflow - Netvisor integration (without stock)
- MyCashflow - Netvisor integration with stock (Rackbeat)
General
MyCashflow - Netvisor integration synchronizes sales from the online store (MyCashflow) to Netvisor. If stock management is in use, Rackbeat is used. In that case, please proceed to the section MyCashflow - Netvisor integration with stock (Rackbeat).
MyCashflow - Netvisor integration (without stock)
The integration synchronizes sales from MyCashflow to Netvisor. Customers and products are transferred to Netvisor along with the sales.
Master data table:
| Item | Master |
| Online store orders | MyCashflow |
| Online store customers | MyCashflow |
| Products and product groups | MyCashflow |
| Bookkeeping | Netvisor |
Customers and customer groups
When a customer registers on the MyCashflow side of the online store, a new customer card is created. The information is transferred to Netvisor along with the order transfer. NOTE! If a customer registers in the online store but does not place an order, the customer card is not transferred to Netvisor.
If a business id is not found in MyCashflow's information, the customer is interpreted as a personal customer. The customer code is automatically generated by Netvisor for the customer transferred from MyCashflow. The customer code generated by Netvisor is updated back to MyCashflow's customer register.
If the customer does not register during the order, the sale is directed to a generic online store customer card, which is created in Netvisor's customer register at the start of the integration (customer code 9999999).
Customer groups are retrieved from MyCashflow along with customer information. If a customer group is found, it is added to Netvisor, and the transferred customer is assigned to it. If the group is not found, the transferred customer is not assigned to any customer group.
The direction of data transfer is always from MyCashflow to Netvisor.
Master data table during use:
| MyCashflow | Netvisor |
| Business id (if available) | Business id (if available) |
| First name + Last name OR Company name | Name |
| Customer group | Customer group |
| Billing address | Billing address |
| Phone | Phone |
| Email + Billing email | |
| E-invoice address | E-invoice address |
| Intermediary | Operator id |
Products
The product is retrieved from MyCashflow to Netvisor during the transfer of online store sales. Products are not otherwise updated to Netvisor.
The following information is transferred from the product to Netvisor:
| MyCashflow | Netvisor |
| Product number | Product code |
| Product group | Product group |
| Name | Name |
| Description | Description |
| Price incl. VAT | Basic price gross |
| VAT rate | VAT |
Sales
When an order is delivered in MyCashflow, it is transferred to Netvisor as a sales invoice. An open sales invoice is created in Netvisor from the order, and a sales transaction is recorded after the import based on the online store's information. The sales invoice is updated to paid after the payment import.
Payments
The online store's payment methods must be created in Netvisor with the same name (e.g., Klarna, Paytrail). Payment methods are not created by the integration, but they must be manually created in Netvisor during the integration setup. Payment methods are managed in Netvisor under Sales basic data.
When the online store's payment is directed to the invoice transferred to Netvisor, the correct payment method (Klarna, Paytrail) is used in the payment to ensure the payment is correctly directed to the invoice.
MyCashflow - Netvisor integration with stock (Rackbeat)
The integration synchronizes sales from MyCashflow to Rackbeat and then to Netvisor, as well as stock balances from Rackbeat to MyCashflow.
Master data table:
| Item | Master |
| Online store orders | MyCashflow |
| Online store customers | MyCashflow |
| Product groups | MyCashflow / Rackbeat* |
| Products | MyCashflow / Rackbeat* |
| Stock locations | Rackbeat |
| Stock balances | Rackbeat |
| Purchasing goods | Rackbeat |
*By default, the master system for products is always MyCashflow, which we recommend for simpler product management. Otherwise, product information must always be enriched on the online store side (images, tags, etc.).
Customers and customer groups
When a customer registers on the MyCashflow side of the online store, a new customer card is created. The information is transferred to Rackbeat along with the order transfer. NOTE! If a customer registers in the online store but does not place an order, the customer card is not transferred to Rackbeat. If the customer is already found in Rackbeat, the customer's information is updated based on MyCashflow's information. Rackbeat's customer number is automatically generated during the first import. This number is updated forward to Netvisor. The number given by Rackbeat is also updated back to MyCashflow's register.
If the customer does not register during the order, the sale is directed to a generic online store customer card, which is created in Rackbeat's customer register at the start of the integration (customer code 9999999). This customer card is also automatically created in Netvisor.
The customer group is retrieved from MyCashflow and created in Rackbeat. If the customer does not have a customer group in MyCashflow, the customer is assigned to the first customer group found in Rackbeat. If the customer has multiple customer groups in MyCashflow, the customer is assigned to the first of these groups in Rackbeat.
| MyCashflow | Rackbeat |
| First name + Last name OR Company name | Customer name |
| Business id | Business id |
| Language | Language |
| Customer group | Customer group |
| Billing address | Billing address |
| Phone | Phone |
| Customer card email fields |
In the customer's information, currency (EUR) and VAT handling (Domestic) are assumed to be fixed information.
Additionally, a "MyCashflow ID" additional information field is added to Rackbeat's customer card.
Products
Product groups
Product groups are transferred from MyCashflow along with product information. Each product group is set to be stored and the domestic VAT rate is set to 25.5%. The products in the product group are sellable, and other than domestic VAT rates are 0%.
If a product group is not found in the product information, the product is set to the first found product group in Rackbeat.
Regular products
Products are updated from MyCashflow on a scheduled basis by retrieving products based on the update timestamp. The transfer is run on a scheduled basis during the workday (7-18) on the hour, and products updated during the previous hour are transferred.
The following information is transferred from MyCashflow to Rackbeat's register:
| MyCashflow | Rackbeat |
| Product number | Number |
| Product name | Name |
| Description | Description |
| Sales price | Basic price |
| Product group (category), name | Product group (group) |
Structured products
A product imported from MyCashflow must be manually modified in Rackbeat to a product structure. A product can only be modified to a product structure if it does not have stock entries.
Variations/features
Variations and features must be managed through their own product codes.
Batch and serial number tracking
Batch and serial number tracking must be separately enabled for the product in Rackbeat. If either of these is in use, the order transferred by the integration automatically stops at the picking stage, and the user must specify which batch or serial number is selected for the transaction. After this, the user must confirm the picking and invoice the order for it to be transferred to Netvisor.
Stock
Stock locations
Main locations are synchronized from Rackbeat to MyCashflow. Locations are not synchronized from MyCashflow to Rackbeat.
Stock balances are updated from Rackbeat to MyCashflow after balance updates to ensure both systems have up-to-date balance information.
Stock balances
The available balance is transferred from Rackbeat to MyCashFlow.
Balance checks are performed based on Rackbeat's webhook. Rackbeat's and MyCashflow's stock balances are compared, and if discrepancies are found, MyCashflow's information is updated to match Rackbeat's information.
Balance information is not updated from MyCashflow to Rackbeat, meaning manual balance updates from MyCashflow do not update to Rackbeat.
Locations are not separated in balance transfers, but the total available balance of all locations is transferred from Rackbeat.
Sales
When an order is delivered in MyCashflow, it is transferred to Rackbeat. In Rackbeat, the order is automatically marked as delivered, invoiced, and booked by the integration, so it is directly transferred to Netvisor. If the product or products of the order are batch or serial number tracked in Rackbeat, the order processing stops at the delivery stage. Batch or serial number information must be completed for the delivery, after which the delivery is confirmed. At the same time, a booked invoice is created for the order once the user selects it. The default payment term of Rackbeat is set as the payment term for invoiced sales if one is found. If not found, the first available payment term is used. If the order is already paid, the payment term "Paid in online store" is used.
From MyCashflow's order addresses, the customer's address is set as the billing address for Rackbeat's order, and if a delivery address is found, it is set as the delivery address for the order. The delivery address is not saved to the customer card.
Rackbeat's invoice number is updated to MyCashflow's order comment, which is used when the payment is directed to Netvisor's invoice.
Orders are retrieved from MyCashflow to Rackbeat on a scheduled basis every 5 minutes.
Payments
During the integration setup, a payment term named "Paid in online store" is automatically added to Rackbeat, which is added to paid orders transferred from the online store. If this payment term is removed by the user from Rackbeat for some reason, the customer's default payment term is used for orders. The actual payment method (e.g., Klarna, Paytrail) is not visible in Rackbeat, but this information only moves between MyCashflow and Netvisor.
Online store payments are directly transferred from MyCashflow to Netvisor, where they are directed to Netvisor's invoice. The correct payment method (e.g., Klarna, Paytrail, etc.) is used in the payment direction. This payment method must be found in Netvisor with the same spelling to ensure the payment is correctly directed to the invoice. The payment is directed to the invoice by the invoice number, which must be found in MyCashflow's order comments (this information is updated from Rackbeat).
Payment methods are not created by the integration, but they must be manually created in Netvisor during the integration setup. Payment methods are managed in Netvisor under Sales basic data.
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