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 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 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].