When does the transfer start?
By default the integration transfers ordrer from the creation date (of the integration) and forward.
To start the automatic transfer, the integration must be activated first. This is done on app.iex.dk -> Settings
Also the settings for your webshop and accounting module must be set. See the descriptions on your modules to check, which settings that are required for the integration to run.
(Note, that if the integration transfer orders by webhooks (WooCommerce), the integrationen will by default first transfer orders from the activation point and forwards.)
Import of previous orders
An import of previous orders to the accounting system is often required to get the bookkeeping up to date.
There are multiple ways to handle this. In many of our webshop systems (e.g. WooCommerce or Shopify) it is possible to transfer an ordrer again by making a change on the ordrer. (This can be an update of the order itself (WooCommerce) or a note on the order (Shopify).
Alternatively IEX can offer an import of previous order as an additional service.
The import of orders can be a process in which errors on the setup of the integration and the specific systems are identified. Therefore IEX remain in their right to point out the errors that are identified, but does not take responsibility for the necessary correction of the errors:
Common errors in relation to importing orders:
Missing products in the accounting system
Missing product numbers (SKU) on the products in the webshop, so they cannot be created in the accounting system
Missing customer information, e.g. name, email, country
Missing VAT setup on all or early webshop orders
Year ended accounting periods
How is the import price calculated?
Contact IEX to get a price for the import of previous orders.
To estimate a quote for the import, IEX must know which date and which order number the import must start from and approximately how many orders that are to be imported.
The price for the import starts at half an hour at a technician rate (for coordination and initiation) + the price for extra orders, that surpass the remaining monthly usage limit on you subscription.
An overview of valid prices is found on iex.dk/en/pricing
If you have a basic subscription with a usage limit of 200 orders per month, in which you have used 50 out of 200 order, and 200 orders are imported, the first 150 will be counted as normal, and the remaining 50 will be charged as extra orders.
To see the prices for extra orders go to app.iex.dk -> Subscription -> Refill
Use the slider to see the price.
IEX cannot guarantee in advance, how much time the task will take, and does not know the actual order amount, before the import is started.
If the scope of the import differs considerably from the agreed task, IEX reserves the right to charge an extra fee for the task, since a bigger import takes more administration. In case the time consumptions surpasses half an hour, a new quote will be sent.
Possible extra offer on the setup of the integration
Note, ordering an import of previous orders requires, that your integrations is fully set up and tested to be functional and deliver the expected result. Unless, an IEX setup has been ordered, it is your responsibility to ensure, that the integration is functional and that the result of the transfer is as expected.
IEX reserves the right to offer a full setup of the integration, if the import shows that the integration is not functional. Should this be the case, the offer is to be accepted in writing before IEX proceeds with the task.
IEX responsibility related to the import:
When importing previous order, the settings that are active on the integration are used on the imported orders.
Before initiating the import af test of the order is run, or a finished transfer is used as an example.
It is the customers responsibility to go through the test/example transfer to make sure that everything is as expected, and ensure that IEX is notified, if changes are to be made to the setup. At all times it is the customers responsibility to make sure, that the transfer delivers the expected result, and ensure to notify IEX about possible errors or changes, that may occur. This should be done as soon as possible, so IEX can adjust the transfer and correct the error as soon as possible.
If an error or a needed change occurs, IEX will offer support as much as possible and try to correct the error as far as possible. When using the IEX platform, the customer assumes full responsibility for all losses, that may come from using or misusing the IEX platform, and you hereby accept that the maximum claim cannot be larger than the amount, that you've paid for the service.