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Complete Notazz integration flow

This guide walks through Notazz fiscal integration end to end. Read Notazz integration first.

For failures after setup, see Notazz troubleshooting.

Part 1 — Credentials and connection​

  1. Confirm you are in the correct business workspace.

[Screenshot: App header — correct business workspace selected.]

  1. Gather Notazz API key or credentials from Notazz dashboard.

[Screenshot: Notazz dashboard — API credentials visible.]

  1. Open AtomicPay Integrations → Notazz.

[Screenshot: Notazz integration page — connection form opened.]

  1. Enter API credentials and environment (production vs sandbox if applicable).

[Screenshot: Credentials saved — connection test successful.]

  1. Run connection test if available in UI.

[Screenshot: Test connection — success message from Notazz API.]

Part 2 — Product mapping and rules​

  1. Map AtomicPay products to Notazz products or service codes.

[Screenshot: Product mapping — each product linked to Notazz item.]

  1. Configure invoice trigger on approved sale (not pending PIX).

[Screenshot: Invoice rules — trigger on approved purchase enabled.]

  1. Set buyer document field requirements on checkout if Notazz needs CPF/CNPJ.

[Screenshot: Checkout fields — document field required for invoice.]

  1. Review refund and cancel behavior with finance team.

[Screenshot: Policy notes — refund/cancel invoice handling documented.]

  1. Save integration settings.

[Screenshot: Integration saved — Notazz status connected.]

Part 3 — Test and verify​

  1. Run low-value test purchase on mapped product.

[Screenshot: Test checkout — purchase completed on mapped product.]

  1. Confirm approved sale in Sales with buyer document if required.

[Screenshot: Sales — approved test sale with buyer document visible.]

  1. Open Notazz — verify invoice or NFS-e created for test sale.

[Screenshot: Notazz — invoice record matching test sale.]

  1. If missing, check Notazz troubleshooting and logs.

[Screenshot: Integration logs — error message for failed invoice.]

  1. Enable integration for remaining mapped products.

[Screenshot: All products — mapping complete for launch catalog.]

  1. Train finance on delay between sale approval and invoice visibility.

[Screenshot: Finance SOP — invoice verification steps documented.]

Notazz trigger cheat sheet​

Sale statusInvoice
ApprovedShould generate
Pending PIXWait
RefundedReview cancel rules
DeclinedNo invoice