---
title: "Shopify - Billy Setup"
url: "https://support.iex.dk/en/article/shopify-billy-setup"
language: "en"
last_updated: "2026-10-09T11:44:30.507Z"
---

# Shopify - Billy Setup

How to set up an integration between Shopify - Billy

This guide is a standard setup between Shopify and Billy.

* * *

### **Connect to Shopify**

To connect to Shopify, you must first log in to Shopify in a new tab in your browser.

**1.1** Log in to **Shopify**

**1.2** Search for "IEX**"** in the Shopify search bar at the top

**1.3** Click on the **IEX app** that appears in the search results  
​

[![](https://downloads.intercomcdn.eu/i/o/lbgccmxj/52397838/688e5a33f0c5f5bf6b5f1aad266e/image.png?expires=1772095500&signature=7271a6ea1cb86ab44caf7bf7bb7ff2e3cec740d0f0c45cd561e3d07930ac7871&req=1ddszF%2Fyrz9k2hL085Zhob2W7Mk2dcvkvhm%2FPesRhHMTp3WZueZaafLIWhjg%0ALz%2FUReBYPpKaSZNf%0A)](https://downloads.intercomcdn.eu/i/o/lbgccmxj/52397838/688e5a33f0c5f5bf6b5f1aad266e/image.png?expires=1772095500&signature=7271a6ea1cb86ab44caf7bf7bb7ff2e3cec740d0f0c45cd561e3d07930ac7871&req=1ddszF%2Fyrz9k2hL085Zhob2W7Mk2dcvkvhm%2FPesRhHMTp3WZueZaafLIWhjg%0ALz%2FUReBYPpKaSZNf%0A)

**1.4** Here, you need to choose whether you already have an integration or need a new one

**1.5.1 If you have an existing integration**

-   Search for your integration by name or integration number
-   Click on **Select** next to your integration
-   You will enter the integration, where Shopify will now be added

**1.5.2 If you need a new integration**

-   Search for "Billy" in the search field
-   Click on the **Billy** logo and then click on **Next**
-   Choose your monthly usage
-   Enter your billing information
-   Click on **Start trial now**
-   Confirm the monthly payment in Shopify by clicking **Approve**
-   You will enter the new integration, where Shopify will now be added

**1.6** Click on **Edit settings** under Shopify

  

[![](https://downloads.intercomcdn.eu/i/o/lbgccmxj/52397842/3eaeb83db74b725964b9c31b4437/image.png?expires=1772095500&signature=651e718e1e413b8ea9f5a8963c2296ffa0ca9070e68da1527aad47c2a1898177&req=1ddszF%2FyqDVk2hL085ZhoTl6phKCHOvrysVmtbOzVxqH7tZdQU3a746owoNA%0Au9yBZMsUFWdGsG98%0A)](https://downloads.intercomcdn.eu/i/o/lbgccmxj/52397842/3eaeb83db74b725964b9c31b4437/image.png?expires=1772095500&signature=651e718e1e413b8ea9f5a8963c2296ffa0ca9070e68da1527aad47c2a1898177&req=1ddszF%2FyqDVk2hL085ZhoTl6phKCHOvrysVmtbOzVxqH7tZdQU3a746owoNA%0Au9yBZMsUFWdGsG98%0A)

* * *

### **Settings in Shopify**

**2.1** Click on **Save and Enable**

* * *

### **Connect to Billy**

To connect the integration to Billy, you need to create an API token in Billy. Please do following:

**3.1** Login to [Billy](https://mit.billy.dk/)

**3.2** Click on *Your profile > Settings > API Tokens* > **Create API token**

[![](https://downloads.intercomcdn.eu/i/o/lbgccmxj/75688949/615b2df14ed59626bb6d705f0bd1/image.png?expires=1772095500&signature=9e08aa08bbf2163d57aa0e6c031a0e28a3d9dd9fb383fcacc628d3505f16bb75&req=19BpzVDzqD5k2hL085ZhoZK0o6McW%2BhjvupTTza46sXuYkN%2BNDKEwsS4uj2S%0AeIbyGqImDZYYml%2BD%0A)](https://downloads.intercomcdn.eu/i/o/lbgccmxj/75688949/615b2df14ed59626bb6d705f0bd1/image.png?expires=1772095500&signature=9e08aa08bbf2163d57aa0e6c031a0e28a3d9dd9fb383fcacc628d3505f16bb75&req=19BpzVDzqD5k2hL085ZhoZK0o6McW%2BhjvupTTza46sXuYkN%2BNDKEwsS4uj2S%0AeIbyGqImDZYYml%2BD%0A)

  
​**3.3** In the name field, you can write: IEX and your integration number

**3.4** Click on **Create**

[![](https://downloads.intercomcdn.eu/i/o/lbgccmxj/52398530/cbc7e0909d99af148b3c7d249626/image.png?expires=1772095500&signature=6225d1888b804d4218426f250c88fbec427cda3cc96eb958b6e2ccc31fe9014b&req=1ddszFD%2Frzdk2hL085ZhoTuimXHw7Ehi5e%2BTTQTN84RT67qJAa1KpdTL5aRh%0AY5%2F7RNsSiH7AKpxm%0A)](https://downloads.intercomcdn.eu/i/o/lbgccmxj/52398530/cbc7e0909d99af148b3c7d249626/image.png?expires=1772095500&signature=6225d1888b804d4218426f250c88fbec427cda3cc96eb958b6e2ccc31fe9014b&req=1ddszFD%2Frzdk2hL085ZhoTuimXHw7Ehi5e%2BTTQTN84RT67qJAa1KpdTL5aRh%0AY5%2F7RNsSiH7AKpxm%0A)

  
​**3.5** Click on **Copy to clipboard**

[![](https://downloads.intercomcdn.eu/i/o/lbgccmxj/52398531/d13994539b24d195fbf3f5609689/image.png?expires=1772095500&signature=593d40650d29e9d6afd74f24ac28615c7dcee60d99c791b40eba5887fd1d4aad&req=1ddszFD%2FrzZk2hL085ZhoVlXFYUjtJ8v2l89bpZ5nhX9HyyDT5bL2d4OqQJJ%0An5%2Fl28fS6IRyPByC%0A)](https://downloads.intercomcdn.eu/i/o/lbgccmxj/52398531/d13994539b24d195fbf3f5609689/image.png?expires=1772095500&signature=593d40650d29e9d6afd74f24ac28615c7dcee60d99c791b40eba5887fd1d4aad&req=1ddszFD%2FrzZk2hL085ZhoVlXFYUjtJ8v2l89bpZ5nhX9HyyDT5bL2d4OqQJJ%0An5%2Fl28fS6IRyPByC%0A)

  
​**3.6** Go to the [IEX dashboard](https://app.iex.dk/) and click on **Connect** on Billy

**3.7** Paste **API Token** and click on **Continue**

[![](https://downloads.intercomcdn.eu/i/o/lbgccmxj/52398534/ba8dd71e1cd4ce73b4bbc6142623/image.png?expires=1772095500&signature=def31f52bc34225e3ce036771d442ab59c4c0c1cff2ecbab1b503e869c54e202&req=1ddszFD%2FrzNk2hL085ZhocLHkhonPRJ2AXN5cF7Nkq2TpwtUXQe%2BsiE8i6Pv%0ABIb4kF6lGZH%2FokBl%0A)](https://downloads.intercomcdn.eu/i/o/lbgccmxj/52398534/ba8dd71e1cd4ce73b4bbc6142623/image.png?expires=1772095500&signature=def31f52bc34225e3ce036771d442ab59c4c0c1cff2ecbab1b503e869c54e202&req=1ddszFD%2FrzNk2hL085ZhocLHkhonPRJ2AXN5cF7Nkq2TpwtUXQe%2BsiE8i6Pv%0ABIb4kF6lGZH%2FokBl%0A)

  
​**3.8** Click on **Edit Settings** under Billy

[![](https://downloads.intercomcdn.eu/i/o/lbgccmxj/52398532/719dbc49204b3e57fa5d7f5658c1/image.png?expires=1772095500&signature=c24c0655be3ed16e4f18578335a2a04363fd728d27086f273268752109c2a8b0&req=1ddszFD%2FrzVk2hL085ZhobVqfZVFparPzq1YqJ4wYV108A0h0G%2BIyZBZcTWe%0Ap1EP8upCIfq3ABKe%0A)](https://downloads.intercomcdn.eu/i/o/lbgccmxj/52398532/719dbc49204b3e57fa5d7f5658c1/image.png?expires=1772095500&signature=c24c0655be3ed16e4f18578335a2a04363fd728d27086f273268752109c2a8b0&req=1ddszFD%2FrzVk2hL085ZhobVqfZVFparPzq1YqJ4wYV108A0h0G%2BIyZBZcTWe%0Ap1EP8upCIfq3ABKe%0A)

* * *

### **Settings in Billy**

**4.1 Specify group for taxable products**. Select *Normal sale of goods*.

**4.2 Specify group for non-taxable products.** Select *VAT-exempt.*

**4.3** Enter **the product number from Billy** in the fields:

  

**Taxable shipping**

**Shipping SKU non taxable**

**Discount**

**Payment fee**

**Refund SKU**

  

**4.4 Auto create missing products.** Check *Auto create missing products.*

**4.5 Payment method.** Select *Net*.

**4.6 Payment days.** Enter: *8*

**4.7 Allow updates of orders in Billy.** Check *Allow order update.*

**4.8** Click **Save and Enable.**

* * *

### **Activate the Integration**

**5.1** Click on **Account settings** in the [IEX dashboard](https://app.iex.dk/)  
​**5.2** Click on **Activate** under Status

* * *

### Test the integration

To ensure the integration works as expected, an order needs to be transferred from Shopify.

6.1 Go to Shopify

6.2 Click on **Orders**

6.3 Open a paid order in Shopify

6.4 Click on the **pencil icon** under **Notes** and add a comment (a space is sufficient)

6.5 Click on **Save**

It may take up to 5 minutes for the order to be transferred, so don’t worry if you don’t see the order immediately in Billy.

6.6 Go to the IEX Dashboard

6.7 Click on **Log**

  

Here, you’ll be able to see whether the order has been transferred or if it failed.

If it shows as transferred, you will find it in **B**under **Sales > Invoices**, where it will appear as a draft invoice.

If it failed, please contact IEX Support at [support@iex.dk](https://app.eu.intercom.com/).
