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Shopify - Billy Setup

Shopify - Billy Setup

Updated over 4 months ago

This guide is a standard setup between Shopify and Billy
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 "Billy" in the search field

  • Click on the Billy 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 Billy

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 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


Settings in Billy

4.1 Select "Normalt salg af varer" under Specify group for taxable products

4.2 Select "Momsfrit" under Specify group for non-taxable products

4.3 Enter the product number from Billy in the following fields:

  • Taxable shipping

  • Shipping SKU non taxable

  • Discount

  • Payment fee

4.4 Check "Auto create missing products" in Auto create missing products

4.5 Select "Netto" under Payment method

4.6 Select "8" under Payment days

4.7 Check "Allow order update" in Allow order updates of order in Billy
4.8 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 Billy.

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

If it failed, please contact IEX Support at [email protected].

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