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IMPORTANT: Always check your Shopify order notes to verify the status of your integration.
This integration helps you:
  • Turn your Shopify orders into e-conomic invoices automatically
  • Keep your Shopify and e-conomic product and customer data in sync
  • Automate invoice generation and journal entries
  • Monitor sync status through detailed logs
  • Handle refunds and shipping charges automatically
You can setup automatic invoice creation triggers in the Invoice Settings section of the app which is visible on the left panel of your Shopify admin page. Once done, as soon as your order is marked as Paid, Fulfilled or if you’ve selected to create instant invoices, the integration will create the invoice for you.
The error comes up when your e-conomic subscription is not allowed to use the API. You can either change the subscription or contact e-conomic support for a resolution on this.
This depends on your settings. You can choose to:
  • Create draft invoices that require manual review, or
  • Generate automatically booked invoices
Check these locations:
  • View the “Notes” section in your Shopify order
  • Check e-conomic for the newly created invoice
  • Monitor any error messages under the Shopify order’s “Notes” section
Use the “Replay invoice sync” available under “More actions” of your Shopify order
No. You can only connect one e-conomic account to one Shopify store at a time. However, you can switch to a different e-conomic account later by disconnecting the existing one first.
The integration will automatically create a new customer record in e-conomic using:
  • Customer information from Shopify
  • Your configured default settings
  • Mapped customer fields
You have three options that can be handled via the integration:
  • Halt the invoice creation (for manual review)
  • Use a default product as a placeholder
  • Automatically **I am unable to import my e-conomic customer and product data to Shopify with this application.**create new products in e-conomic from your Shopify order
The integration syncs customer and product data from Shopify to e-conomic only, not the other way around.
Verify these points:
  • Check the Shopify order notes for any errors
  • Verify your e-conomic connection status
  • Confirm if it’s a draft or booked invoice (both are placed at different locations in e-conomic)
  • Use the replay feature after making any changes (Go to your Shopify order > More actions > Replay invoice sync)
Verify these points:
  • Ensure field types match between systems
  • Check required fields are properly mapped
Check these settings in the Cloudify app:
  • Tax inclusion/exclusion settings
  • Shipping charge configuration
  • Discount calculations
  • Currency settings and conversions
You can bring additional customer, product and order information from Shopify to e-conomic by visiting the “Field Mapping” section available under Customer, Product and Invoice sections of the app.
Go to Sync Settings > Invoices > Invoice Field Mappings > Notes and References and select the Order Number from Shopfiy drowdown against the Notes Headline in e-conomic.For any persistent issues or questions not covered here, please contact support@cloudify.biz for assistance.
  • Go to the e-conomic Sync app in Shopify
  • Open Settings → Invoice Settings
  • Scroll to Additional Options
  • Enable the checkbox Create credit notes in e-conomic for Shopify refunds
  • In the dropdown below, select the default product to use as the line item (this will appear as “Shopify Refund” with the refunded amount in the credit note)
  • Click Save
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  1. Open the Cloudify Visma e-conomic app in Shopify.
  2. Go to Sales Posting Setup > Product Settings.
  3. Under Tax Settings, enable the Exclude Shopify Tax option.
  4. Click Save.
    - Next, update the affected invoices:
  5. Open the Dashboard in the Cloudify Visma e-conomic app in Shopify.
  6. Locate the orders where the e-conomic Invoice total differs from the Shopify order total.
  7. Click Rerun next to each affected order.
    - The integration will update the existing draft invoices using the new tax logic and going ahead all the new invoices will be created correctly in e-conomic.