The purpose of this article is to help you understand, which data flow is set up by default for an integration between your webshop, Rackbeat and Visma e-conomic.
Best practice-flow:
Order flow:
Webshop -> Rackbeat -> Visma e-conomic
Orders are transferred from the webshop to Rackbeat
Orders are transferred from Rackbeat to Visma e-conomic
Products are transferred from the webshop to Rackbeat to Visma e-conomic
Stock amounts are transferred from Rackbeat to the webshop
If needed an updated order state (fulfillment) can be sent back to the webshop
🏅 Certified by Rackbeat
Our Best practice flow has been arranged in collaboration with and is recommended by the Rackbeat-team.
💡 Integration to Visma e-conomic should be handled by IEX
There are benefits in using IEX to transfer order from Rackbeat to Visma e-conomic in contrast to using Rackbeats own integration.
This way you get the full IEX functionality for the whole transfer, including a detailed transfer history to ease troubleshooting, notifications, and advanced settings for how the order should be handled in Visma e-conomic.
📄 Creating orders / invoices in Visma e-conomic
It is a setup options whether your Rackbeat order should be created as an invoice or order in Visma e-conomic.
If necessary the Rackbeat order can be handled according to the order state, meaning that when the order is created in Rackbeat an order is also created in Visma e-conomic, which is subsequently converted to an invoice when the order reaches a given state in Rackbeat, e.g. "Is shipped".
Thereafter the invoice can be handled as needed by automatic booking, payment registration, invoice mail sending out and much more.
💡 Avoid doubling the order transfer from Rackbeat to Visma e-conomic
It is recommended, that you transfer orders from Rackbeat to Visma e-conomic through IEX. If you have a similar order transfer running from Rackbeat, you should deactivate this to avoid double transfers.
↔ Flow variations
Connected can be set up and adjusted to your needs. If the described data flow doesn't match your specific needs, or if you have special requests for adjustments of connections, you can always contact IEX support to plan out a flow that suits your business.