Write-off configuration

One-time configuration, done after the connection — it applies to all following write-offs of this account. In Bling, the equivalent of Tiny's Destination Account are the Portador (holder) and Categoria (category) fields — and there is a step to find their ids (via DevTools).

Step 9

Create the write-off configuration (export via API)

In Koncili, go to Smart Report and open the Export via API tab (third option). Click New configuration.

Fill in the fields: Marketplace, Account, ERP (Bling), ERP Account (created in Step 8) and Template.

Smart Report: Configure Templates, Data Extraction and Export via API

New export-via-API configuration form in Koncili with the Bling ERP selected — New export-via-API configuration — select the **Bling** ERP and fill in Marketplace, Account, ERP Account and Template.

Step 10

Validate/adjust the export template

Before choosing the export template, let's validate/adjust the created template.

In Smart Report > Configure Template, filter by API: there are already two default templates created for Bling — one that considers the net value and another the gross value. Pick the one matching the account's operation.

Smart Report Configure Template screen filtered by API, with the two Bling default templates (net and gross)

Click + to validate/edit the template.

The template columns are already predefined for Bling. Fill the PORTADOR (holder) and CATEGORIA (category) fields (clicking the pencil) with the Bling id in object format — {"id": <id>}. See how to get these ids in Step 11.

Template column settings with PORTADOR and CATEGORIA highlighted and the edit pencil

Once adjusted, save the template and use it in the Template field of Step 9.

Step 11

Find the Portador (holder) and Categoria (category) ids in Bling

These ids are not shown directly on any Bling screen. To get them, use the browser DevTools (F12).

In Bling, go to Finance > Accounts receivable and open an accounts-receivable entry of an already integrated order.

Bling menu with the Accounts receivable option

An open accounts-receivable entry in Bling, with the Financial Account (holder) and Category fields

With the screen open, open DevTools (F12), go to the network tab, open the entry to trigger the request and open the accounts-receivable response. In it, copy the idPortador and idCategoria values.

Browser language: the DevTools tab names change with the language — in English they are Network and Response; in Portuguese, Rede and Resposta. The content is the same.

Bling DevTools showing the idPortador and idCategoria fields in the accounts-receivable response

Go back to the template (Step 10) and fill PORTADOR and CATEGORIA in object format, with the copied id: {"id": <idPortador>} and {"id": <idCategoria>} — for example {"id": 14893315997}.

Note: each Bling account has its own holder and category ids. Both fields are optional — if left empty, the write-off still happens, but Bling does not post the account movement.