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].