WooCommerce - e-conomic Setup

This guide is a standard setup between WooCommerce and e-conomic.
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 e-conomic, first log in to e-conomic in a new browser tab.
​3.2 Return to the tab with the IEX dashboard. Click on Connect on e-conomic.

3.3 Click on Continue in the pop-up window.

3.4 Click on Tilføj app

You will now see the e-conomic settings for the integration.

4.1 Check "Enable customer create" under Allow customer create in e-conomic
​4.2 Select "E-mail" in Enter field to identify customers
​4.3 Select "Invoice" in Transfer orders to
​4.4 Select "DKK" in Base currency
​4.5 Enter the product number from e-conomic in the following fields:

4.6 Check "Auto create missing products" in Enable auto create missing products
​4.7 Check "Enable order / invoice drafts update" in Enable order / invoice draft update (Recommended)
​4.8 Select "DK. std. m. bankoplys 1.5" in Select default invoice layout
​4.9 Select a payment term in Select default payment term
​4.10 Select "Order date" in Enter the desired date to use on invoices
​4.11 Check "Enable product create" under Allow product create in e-conomic

4.12 Select "Varer m/moms" in Select default taxable product group
​4.13 Select "Varer u/moms" in Select default VAT-exempt product group
​4.14 Click on Save and Enable

5.1 Click on 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 e-conomic.

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 will find it in e-conomic under Sales > Invoicing > Invoices, where it will appear as a draft invoice.

If it failed, please contact IEX Support at [email protected].