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How to use the IEX dashboard
How to use the IEX dashboard

An introduction to the IEX platform

Updated over a week ago

When you have chosen your systems and registered as a user with IEX, you will gain access to your IEX dashboard.

Your dashboard is the place where you can set up and customize your integration according to your needs.

You can also go to Log to see what has been transferred and which transfers, if any, there have failed. All self-service for the integration takes place via the IEX dashboard, so you also have the option to purchase additional orders during peak periods in your webshop (e.g., Black Friday, Christmas, Mother’s Day) when you have more orders than your monthly IEX subscription includes, and it is possible to upgrade the subscription.

*The integration will automatically buy extra orders, if you exceed you maximum order usage for a month

This article contains images that serve as an example of a dashboard. The dashboard shows an inactive subscription because it is a test setup.

You will find the menu on the left side of your dashboard.

The menu includes:

Home

Here you can see how many orders, products, and stock transfers the integration has handled. You can also monitor your usage history in terms of creation, updates, and errors.

Systems

Here you can see the systems, you have added to your integration, and access and edit your settings, and disconnect, and remove your systems.

Schedule settings

This section displays an overview of scheduled jobs, when they last ran, and when they are next scheduled to run.

Note that when using webhooks, there might not be a job listed for individual connections. This is because webhooks react to changes and do not run according to a schedule.

Connections

In this window, you can see which data connections are available in the integration and whether they are active.

By "Connections," it refers to how data is transferred between systems.

Example: From webshop to accounting: Shopify > e-conomic

You can activate and deactivate connections individually.

💡 Avoid deleting/removing your connections use the blue button on the right in the column to disconnect the connection.

Subscription

Here you find an overview of your subscription, billing information, and invoices.

You can also upgrade your subscription and purchase more orders if you have exhausted the included orders in your subscription.

Settings

Here you'll find the overall settings for the whole of the integration.

You can activate / deactivate the whole subscription in one click. If nothing is transferred you should always start by checking, if the integration is active here.

You can also deactivate and reactivate your modules individually if need - for instance if you are running tests.

On the page you can also invite more users to administrate the integration.

Log

Here you'll find a log of what is transferred through the integration. Use this for troubleshooting, for instance if an order hasn't been transferred.


💡 Note: We do not store all data. Only the most recent log messages are visible.

If you fold out a transfer line, you can see the transferred data in all states, and you can see the data in original format and in the format of the receiving end.

Reminders

Here you can see who receives reminder emails if, for example, you have reached your usage limit or there are errors in your transfers. You also have the option to add more reminders.

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