Transferring products between a webshop and accounting system
The integration can automatically transfer products from your webshop to your accounting system. For specific accounting systems, products can be transferred from the accounting system to the webshop, which is described at the bottom of this article.
In almost all cases, we recommend that you transfer products from the webshop to the accounting system.
It is important to note, that all products including possible variants should have product numbers listed in the webshop, so they can be created or matched with existing products in the accounting system.
Transferring products from webshop to accounting system
In the settings of the integration, you can control whether products are allowed to be created and/or updated in the accounting system. This can be set for the specific fields, so it is possible to fine tune, how a product is created and updated.
Be aware that for the invoice to be created in the accounting system, the products on the invoice must exist in the accounting system.
(This is valid for all accounting systems except for Dinero, in which it is possible to not use products.)
Maintaining the products
Depending on which settings you have chosen for creating/updating products, changes on the product in the webshop will automatically be reflected on the product in the accounting system.
When you wish to create new products or update existing products, you should maintain the products in the webshop.
When are products transferred?
The transfer of products is handled in two different ways in the integration:
Products are transferred through a dedicated product connection. Here products are transferred, when a new product is created, or when a change occurs on a product.
Products are transferred through the order connection. When included on an order, the specific products on the order are transferred. In other words products are transferred when sold.
Variants in the webshop are handled as simple products (main product without variants) in the accounting system
The integrations does not use variants in the accounting system. This means that, if your products are created in the webshop as a main products consisting of multiple variants, each product variant will be created as an individual product in the accounting system. Depending on the system combination, the product number will be either the variant's product number or a combination of the main product + the variant's product number.
Full product import
If needed, the IEX support can activate a full transfer of all products in the webshop. This requires, that all products including possible variants have a product number listed. Contact IEX to learn more.
Transferring products from the accounting system to the webshop
The transfer of producs from the accounting system to the webshop is what we call Flow 3. We only recommend this flow when certain needs are to be met, since a few limitations apply when transferring products this way.
In the settings of the integration, you can control whether products are allowed to be created and/or updated in the webshop. This can be set for the specific fields, so it is possible to fine tune, how a product is created and updated.
Contact IEX support, if you wish a connection to transfer products from the accounting system to the webshop.
Products are handled as simple products without variants
The integration does not use variants in the accounting system. This means that, when a product and/or variant is transferred from the accounting system to the webshop, it will be created as an individual product in the webshop.
The products needs to be enriched with images in the webshop
The integration does not transfer images as part of the product data. You must add possible images manually to the product in the webshop.
Prices including VAT
In many accounting system, only a product field for the price excluding VAT exists. Therefor it is not possible to import the price including VAT to the webshop, unless you use a field for the VAT price, that isn't dedicated for this purpose. You can contact IEX support to learn more about the mapping of fields.
Create as draft or publish
With the integration you can control, whether you wan the product to be created as a draft or directly published in the webshop.
Full product import
If needed, the IEX support can activate a full transfer of all products in your accounting system to your webshop. The IEX support have the same limitations as described above. Contact IEX to learn more.