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Woocommerce to reviso guide

This is a guide to setting up the Woocommerce to reviso IEX plugin.

If you would like IEX to handle the configuration for you, you can contact us here.

After ordering you will recive login to your IEX dashboard. Under 'Woocommerce' you can download the plugin and upload to your WordPress/Woocommerce webshop.

Upload the IEX plugin to your Woocommerce webshop under Plugins og Add new.

Click Upload plugin:

 

Upload the plugin'et and click Install now:

 

Activate the plugin:


 

Under Profile copy the IEX API-key:


 

In your Woocommerce shop under IEX Integration insert the IEX API-key, click Save Changes and then Sanity check. Now your integration is connected to your shop: 

 

Connect the integration to your accounting system. Click reviso and then Connect to reviso:

 

Now you need your reviso login:

- Agreement number

- User ID

- Password

- Finish by clicking Grant Access:


 

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 Woocommerce add your shop url. Click Save changes and then Get orderstates andGet productstates finish by Save changes:


 

Go to Settings and change the status to Active and click Save.

Now you need to syncronize your products from WooCommerce to reviso, all products need to have unique products numbers (SKU) in WooCommerce for correct transfer to reviso. Go to Woocommerce and click Sync products. The transfer of products can take a little time depending on how many products you have in your shop.

 

Click Active and Save:


 

Your integration is now ready to automatically transfer orders, products and customers from your Woocommerce webshop to reviso.

Enjoy!
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