Getting Started
Installation
Configuration
Get the Most Out of the App
Customer synchronization ensures that your customer data remains consistent across both Shopify and e-conomic. This alignment is crucial for:
Accurate invoice generation
Consistent customer communication
Streamlined customer service
This setting determines how the integration identifies the same customer across both systems. Think of it as teaching the system how to recognize "John Smith" in Shopify is the same person as "John Smith" in e-conomic.
Why it's Important
Prevents duplicate customer records
Ensures accurate financial history
Maintains clean customer database
Enables proper invoice tracking
"Let e-conomic create customer number" (Recommended)
Benefits:
Ensures unique numbering
Follows e-conomic's numbering system
Prevents conflicts
Maintains accounting consistency
Use Shopify Numbers
Benefits:
Maintains existing customer references
Useful when Shopify is your primary system
Better for businesses transitioning from Shopify-only operations
Select relevant Shopify Field for e-conomic customer number
Click on "Save" and move to "Customer Default Mappings"
Default settings serve as your template for new customer creation, ensuring:
Consistency in customer records
Proper accounting categorization
Correct tax handling
Appropriate payment terms
Key terms explained:
Payment Terms
- Defines when and how customers should pay
- Affects cash flow management
- Sets customer expectations
Customer Group:
- Enables segmentation for reporting
- Affects pricing rules
- Influences accounting categorization
Configure VAT Zones automatically or define country-specific VAT Zones for your e-conomic customers & invoices.
Standard Dynamic VAT Zones
Automatically assigns VAT zones based on the customer’s billing country.
Domestic, EU, and abroad customers are handled without any manual setup.
Use this if you want VAT to be fully automated across borders.
Advanced Country-Specific VAT Zones
Specify a custom VAT zone for selected countries.
All other countries will still use your standard dynamic VAT logic.
Use this when you need exceptions.
Customize the data transfer from Shopify to e-conomic to ensure accurate synchronization when a new customer is being created in e-conomic from Shopify. Some fields are mapped by default.
Click "Create new Shopify field" if you want to add any new mapping fields to the window.
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.
Need help? Contact Support