This guide is a standard setup between Shopify and Dinero
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 "Dinero" in the search field
Click on the Dinero 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 Dinero
3.1 To connect to Dinero, first login to Dinero in a new browser tab
3.2 Return to the tab with the IEX dashboard. Click on Connect on Dinero
3.3 Click on Continue in the pop-up window
3.4 Click on Godkend
3.5 Select your company and click on USE SELECTED COMPANY
You will now see the Dinero settings for the integration
Settings in Dinero
4.1 Set your default invoice template in the Select default invoice template
4.2 Fill out "Order number: [order_number]" in the Invoice header
4.3 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 Dinero.
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 Dinero under Sales > Invoices, where it will appear as a draft invoice.
If it failed, please contact IEX Support at [email protected].