Initial Installation
Getting Started
Navigate to the Shopify App Store and search for "Cloudify e-conomic Integration"
Click "Install"
Complete the authorization process for Shopify
Click on "Let's Get Started" to start the installation process
Getting Started
Installation
Configuration
Get the Most Out of the App
Installation steps
Connecting e-conomic
Click "Connect"
If you don't Visma e-conomic account then click on "Create free trial".
Log in to your e-conomic account by clicking "OK"
Enter your login email and click "Next"
Enter your password and click on "Sign in"
Authorize the integration by clicking on "Add app"
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.
Now you're All Set ! Everything is ready to go!
To adjust your sync preferences, click on “Customize” and set up rules based on your business needs (e.g., how invoices, customers, and products are matched).
To start syncing your real orders, click on “Open Dashboard”. This will activate the automation and begin handling your Shopify–e-conomic integration.
From here you’re in control. Customize or go live with your first sync!
Note
If you’d like a guided setup or prefer to see the sync in action, we’re happy to walk you through it with a free consultation.
Got unique integration needs?
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.
Need help?
Our support team is ready to assist. Reach us through the following channels:
support@cloudify.biz
Schedule a call