WooCommerce - Dinero Setup

This guide is a standard setup between WooCommerce and Dinero.
The guide will cover the following steps:

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

1.1 Login to WooCommerce
​1.2 Click on WooCommerce > Settings > Advanced > REST API > Add Key

​1.3 In the description field, you can write: IEX and your integration number
​1.4 It is important that the API key is given Read/Write permissions
​1.5 Click on Generate API Key

1.6 You can now copy your Consumer Key and Consumer Secret
​1.7 Go to the IEX dashboard and click on Connect on WooCommerce

1.8 Paste your shop URL, consumer key and consumer secret

When entering your shop URL, be sure to include the full domain including all characters, e.g., https://iex.dk/

1.9 Once all fields are filled, click on Continue
​1.10 Click on Edit Settings under WooCommerce

2.1 Fill in "SKU" in the Field to identify products (Required)
​2.2 Select "Completed" and "Refunded" in Set which states orders are to be transferred on (Required)
​2.3 Click on Save and Enable

3.1 To connect to Dinero, first login to Dinero in a new browser tab
​3.2 Return to the tab with the IEX dashboard. Click on Connect on Dinero

​3.3 Click on Continue in the pop-up window

​3.4 Click on Godkend

​3.5 Select your company and click on USE SELECTED COMPANY

You will now see the Dinero settings for the integration

4.1 Set your default invoice template in the Select default invoice template

​4.2 Fill out "Order number: [order_number]" in the Invoice header
​4.3 Click on Save and Enable

5.1 Click on Account settings in the IEX dashboard
​5.2 Click on Activate under Status

To ensure the integration works properly, we recommend to transfer an order from WooCommerce:

6.1 Go to WooCommerce
​6.2 Click on WooCommerce > Orders
​6.3 Open an order with status Completed or Refunded
​6.4 Click on Update inside the order

Please note: It may take up to 5 minutes, before the order is transferred, so don’t worry, if the order doesn’t show up immediately in Dinero.

6.5 Go to the IEX Dashboard
​6.6 Click on Log

Here, you will be able to see whether the order was transferred or if it failed.

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

If it failed, please contact IEX Support ([email protected])