This guide is a standard setup between Shopify and e-conomic.
The guide will cover the following steps:
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
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 "e-conomic" in the search field
Click on the e-conomic 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
Settings in Shopify
2.1 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 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 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:
Enter shipping SKU subject to VAT
Enter nontaxable shipping SKU
Enter payment fee SKU
Enter discount SKU
Default SKU
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
Activate the Integration
5.1 Click on Settings in the IEX dashboard
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 e-conomic.
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 e-conomic under Sales > Invoicing > Invoices, where it will appear as a draft invoice.
If it failed, please contact IEX Support at [email protected].