IMPORTANT: Always check your Shopify order notes to verify the status of your integration.

Q: What exactly does this integration do?

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

Q: I've installed the app, but how do I start creating the invoices?

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.

Q: I get this error with my integration: "The Workflow execution failed due to this error: The license is read-only."

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.

Q: Will the invoice be directly booked in e-conomic after it is created?

This depends on your settings. You can choose to:

• Create draft invoices that require manual review, or

• Generate automatically booked invoices

Q: How do I know if my invoice was created successfully?

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

Q: Can I connect my Shopify store with multiple e-conomic accounts?

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.

Q: What happens if my Shopify customer isn't in e-conomic?

The integration will automatically create a new customer record in e-conomic using:

• Customer information from Shopify

• Your configured default settings

• Mapped customer fields

Q: What if my Shopify product isn't present or found in e-conomic when the integration runs?

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 create new products in e-conomic from your Shopify order

Q: I am unable to import my e-conomic customer and product data to Shopify with this application.

The integration syncs customer and product data from Shopify to e-conomic only, not the other way around.

Q: I can't see the created invoice in e-conomic. What should I check?

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)

Q: My custom field mappings aren't working. What should I check?

Verify these points:

• Ensure field types match between systems

• Check required fields are properly mapped

Q: There's a mismatch in invoice amounts between Shopify and e-conomic. What should I review?

Check these settings in the Cloudify app:

• Tax inclusion/exclusion settings

• Shipping charge configuration

• Discount calculations

• Currency settings and conversions

Q: Some customer/product/order information is missing on invoices. How can I fix this?

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.

Q: How do I map the Shopify order number in the e-conomic invoice?

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.