WooCommerce - Billy Setup

This guide is a standard setup between WooCommerce and Billy.
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 > System configuration. 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

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

​3.1 Login to Billy

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

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

3.4 Click on Create

3.5 Click on Copy to clipboard

3.6 Go to the IEX dashboard and click on Connect on Billy

3.7 Paste API Token and click on Continue

3.8 Click on Edit Settings under 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.

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 Billy.

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 Billy under Sales > Invoices, where it will appear as a draft invoice.

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