Integrating Turis with e-conomic
Introduction
Managing finances efficiently is a crucial aspect of running a successful wholesale or B2B business. That’s why integrating your accounting system with your e-commerce platform can save time, reduce errors, and improve overall business operations. With the seamless integration between Turis and e-conomic, you can streamline your financial processes by automatically synchronizing orders, invoices, and customer data. This ensures that your accounting remains accurate and up to date without the need for manual data entry.
What is e-conomic?
e-conomic is a cloud-based accounting software designed to help businesses manage their finances with ease. It offers a range of features tailored to businesses of all sizes, from invoicing and bookkeeping to reporting and VAT management. With its user-friendly interface and automation capabilities, e-conomic allows businesses to save time and focus on growth.
To integrate e-conomic with Turis, customers must have at least the Plus package in e-conomic. This ensures access to the necessary API features required for a smooth and efficient connection between the two platforms.
By integrating Turis with e-conomic, businesses can:
- Automate invoice or order creation
- Reduce manual data entry and minimize errors
- Keep financial records consistently updated
- Improve workflow efficiency between sales and accounting
This integration is ideal for businesses looking to simplify their operations while maintaining accuracy and compliance in their accounting processes. Stay tuned for more details on how to set up and benefit from this powerful connection.
How to connect and set up Turis with E-conomic
Setting up the integration between Turis and E-conomic is completed in a few and very simple step. Let's get started.
To get started, click on ⚙️ Settings in the menu on the left-hand side and then Integrations.
In the dropdown menu we choose "e-conomic".
Your window should now look like this. Here we want to click on "Get E-conomic Key" to connect Turis with your E-conomic account.
🔔 Please note: when you click "Get E-conomic Key" you have to be logged into your E-conomic account, and have it open in the same browser as you have Turis open.
You will then be redirect to this page in your browser.
Here you click on the blue button saying "Add app". Once you have clicked "Add app" Turis and E-conomic is connected.
You will then be sent back to Turis and your window will look like this.
Trigger and what is transferred from Turis into your E-conomic
Here get a few options to configure how orders, products and retailer data should be transferred and synced with your E-conomic.
What status should trigger an order to be synced with E-Conomic?
In this step we want to choose the right trigger that essentially pushes the order from Turis to E-conomic. Click on the dropdown to select a trigger.
What is an trigger?
A trigger status is an event that activates the integration. For example, when an order is created in Turis, it triggers the system to send the relevant data to e-conomic automatically. Here you need to decide if orders should trigger automatically to e-conomic and if you want to trigger these manually.
For automatic trigger choose the status "Pending"
For manual trigger choose any other status which you find most relevant.
To trigger an order manually in Turis, simply go to the order and select the chosen status in the field "Order status", then click "Save";
Products: if a product on an order exist in Turis, but not in E-Conomic, what product group should we assign it to
As the title implies, if a product is created and exists in Turis but not in your E-conomic, what product group should it be assigned to.
Click on the dropdown menu to select a group, from your E-conomic account, which a new product should be assigned to when synced.
What group it should be assigned to very much depends on how you work with your E-conomic and your settings there. We, however, recommend using the one called "Varer m/moms".
Retailers: if a retailer/customer on an order exist in Turis, but not in E-Conomic, what customer group should we assign it to?
If a Retailer is created and exists in Turis but not in your E-conomic, what customer group should it be assigned to when synced. This setting, again, depends very much on how you work with and uses customer groups in your E-conomic.
Click on the dropdown menu to find and select your customer groups from E-conomic. Select the customer group, you want to assign Retailers that exists in Turis but not in your E-conomic.
Are you using the Inventory Module?
This setting is only applicable if you use Inventory Module in your E-conomic and it is by default set to "No".
Therefore, if you do not use E-conomic's inventory module then leave it be at "No".
*Please note the inventory module in e-conomic is no longer available and therefore not supported by Turis' e-conomic integration
Additional settings
It's possible to also choose to turn on some additional settings, while setting up your integration between Turis and E-conomic;
Transfer Turis product names to orders in E-conomic: This settings allows Turis to overwrite you products's names in E-conomic on the drafted invoice. (This will not overwrite the products actual name in E-conomic)
Allow order changes after synching in E-conomic: This allows you to re-synch orders to e-conomic af an change has been made in Turis.
Pull customer no from E-conomic: This will pull the next available customer number in E-conomic and apply it to the Customer no. field on the retailer when saving a new retailer in Turis.
This is what the set up looks like now.
Once you have completed your configurations, click "Save" to save your settings.
Removing integration
If you for some reason want to disconnect and remove the integration again, simply click on the red button "Remove integration".
This message will pop up, to make sure you are informed about what disconnecting means. To continue disconnecting click the red button "Remove" and that is it.
