Skip to main content

Getting Started

1
Navigate to the Shopify App Store and search for “Cloudify e-conomic Integration
Image
2
Click “Install
Image
3
Click on “Let’s Get Started” to start the installation process
Image

Connecting e-conomic

1
Click “Connect
Image
2
If you don’t Visma e-conomic account then click on “Create free trial”.
Image
3
Log in to your e-conomic account by clicking “OK
Image
4
Enter your login email and click “Next
Image
5
Enter your password and click on “Sign in”
Image
6
Authorize the integration by clicking on “Add app
Image
Image
Note: If you’d like to explore the app before going live, you can book a free guided demo. In this session, you can go through the setup step by step and see the sync working in real time. No live account is required.
7
Everything is configured and ready to go.
  • To test the integration, click Test with Sample Data under Try the Integration. This will run a test sync and show you how your Shopify data will sync with e-conomic.
  • To adjust your sync preferences, click Customize under Smart Settings and configure rules based on your business needs (for example, how invoices are created or how customers and products are matched).
  • When you’re ready to start syncing real orders, click Open Dashboard. This will activate the automation and begin processing your Shopify → e-conomic sync.
    Image
From here, you’re in control—test, customize, or go live with your first sync.