Configure Jewelry Shopkeeper to Connect with your Clientbook Account
You will first need a Store Id credential obtained by contacting Clientbook (info@clientbook.com)
That store ID will look something like this: a721a6d2-446c-40dd-a4ef-fcc3bf230063
Clientbook requires an Anniversary code and Birthday code. Those are the codes Shopkeeper has been using to designate customer events.
Check the 'Special Events/Dates' section of the customer screen for those codes:
The Store ID, Anniversary code & Birthday code must be typed into: Maintenance Menu --> Preferences
All the way at the bottom to Web Service Settings.
If you will be using Clientbook SMS/Texting, type OTHERSMS CLIENTBOOK (3)
And select Configure Accounts (4):
On the left, highlight the Clientbook entry and copy/paste/type the Store ID , Anniversary and Birthday codes:
Once entered, select the Credential Handshake button:
Then type in your Clientbook user ID and password.
This procedure (referred to as Open Authentication or oAuth) tells Clientbook you authorize Shopkeeper to update Clientbook data:
If all goes to plan you will see:
