This guide is a standard setup between WooCommerce and e-conomic.
The guide will cover the following steps:
Connect to WooCommerce
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
Settings in 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
Connect to e-conomic
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 System configuration > 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.
Settings in e-conomic
4.1 Allow customer creation – Check Enable customer creation
4.2 Select field to identify customers – Select Email
4.3 Default customer group – Select Diverse
4.4 Default payment term – Select Netto 8 days
4.5 Default VAT zone – Select Domestic
4.6 Phone fields when creating a customer – Select Telephone/Fax and Mobile phone
4.7 Order creation – Select Invoice
4.8 Base currency – Select DKK – Danish kroner
4.9 Enter the product number from e-conomic in the following fields:
Shipping SKU (taxable)
Shipping SKU (non-taxable)
Enter payment fee SKU
Enter discount SKU
Default SKU
Enter refund SKU
4.6 Enable auto create missing products – Check Auto create missing products
4.7 Enable order / invoice draft update (Recommended) - Check Enable order / invoice draft update
4.8 Select default invoice layout – Select DK. std. m. bank info 1.5
4.9 Select default payment term – Select Til omgående betaling
4.10 Choose the date to use on invoices – Select Order date
4.11 Allow product creation – Check Enable product creation
4.12 Select default taxable product group – Select Varer m/moms
4.13 Select default VAT-exempt product group – Select Varer u/moms
4.14 Click on Save and Enable
Activate the Integration
5.1 Click on Account Settings in the IEX dashboard
5.2 Click on Activate under Status
Test the Integration
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].