Setup Your First Etsy Shop

Create and configure an Etsy Shop document in ERPNext.

Step 1: Create Etsy Shop Document

1. In ERPNext, search for Etsy Shop in the Awesome Bar
2. Click New to create a new Etsy Shop document
3. Enter your Shop Name (any descriptive name, e.g., "My Etsy Store")

Step 2: Configure ERP Settings

Configure how ERPNext should handle Etsy data:

Company & Language

• Company: Select the ERPNext company for this shop
• Language: (Optional) Set language for data formatting

Sales Order & Invoice Settings

• Sales Order Naming Series: Default is EtsyOrder-{ETSY_ORDER_ID}
• Use {ETSY_ORDER_ID} as placeholder
• Sales Invoice Naming Series: Default is EtsyInvoice-{ETSY_ORDER_ID}
• Sales Tax Account: Required — Select account for product taxes
• Shipping Tax Account: Required — Select account for shipping taxes
• Bank Account for physical sales: Required — Account for physical product payments
• Bank Account for digital sales: Required — Account for digital product payments

Customer Settings

• Customer Naming Series: Default is EtsyUser-{ETSY_BUYER_ID}
• Use {ETSY_BUYER_ID} as placeholder
• Example: Etsy-.YYYY.-{ETSY_BUYER_ID} for year-based naming
• Customer Group: (Optional) Assign a default customer group

Item Settings

• Item Group: (Optional) Default item group for imported listings
• Default Unit of Measure: (Optional) Default UOM for items (can be set per listing)

Step 3: Save the Document

Click Save to save your Etsy Shop configuration.

Next Step

Now proceed to Connect to Etsy API to authenticate your shop.