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Shopify to reviso guide

To quickly get started with your Shopify reviso IEX integration

This is a guide that helps you even set up your Shopify reviso IEX integration. Would you rather that IEX to carry out the installation for you, you can contact us here .

Log into your Shopify shop.
Download IEX app from Shopify App store here :


 

Click Install IEX integration of reviso:


 

After installing IEX app, you'll receive an email with login to your IEX dashboard , where you need to configure your integration:


 

Now connect integration with your reviso accounting

Connect with reviso under the menu reviso in IEX the dashboard:


 

Here you must use your reviso information:

- Agreement Number

- User-ID

- Password

- Finish by clicking Grant Access


 

Now you need to configure reviso in IEX the dashboard under the menu reviso. Set up the integration in the IEX dashboard under reviso. To transfer shipping, discounts and fees from your shop to reviso, you should create these as products in reviso with product numbers for example Shipping, Fee and Discount and insert these under Shipping SKU, Discount SKU and Payment fee SKU.


 

Under the menu Shopify, you can control when an order is sent from the shop to the accounts:


 

Once you have configured your integration into IEX the dashboard and in your reviso, go into the IEX the dashboard under Settings and change the status from Paused to Active:


 

Your integration is now ready to send data from your shop to your reviso, and orders are automatically created to invoice drafts of reviso.

Enjoy!

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