Activate integration with Webshop

Integrating two programs means that the programs are connected and set up to exchange information with each other. If you don't have Webshop you'll activate it under the menu More solutions found in the menu on the left in Bookkeeping & Invoicing. If you already have Webshop you will automatically get the question if you want to integrate the progams when you start Bookkeeping & Invoicing.

You do not need to configure any settings for integration between Bookkeeping & Invoicing and Webshop to work. All you have to do is respond Yes when asked if you want to activate integration.

This is how you work with your articles

When integration between the programs is activated, you work with your article register in Bookkeeping & Invoicing. The articles you create in Bookkeeping & Invoicing are transferred to your webshop automatically when it is set to be Available in Webshop.

If you want to use descriptive texts and images to present your articles in your webshop, you add them in Webshop.

If you choose to disable the Available in Webshop setting, the article will no longer appear in Webshop. If you've added product descriptions and images for the article, these will also be removed from your webshop. You'll receive a warning about this in case you reconsider.

When you create invoices, the stock value of the articles is counted down automatically in Bookkeeping & Invoicing. To increase the article's stock value when you have purchased goods, you access the article and enter the new quantity.

Read more about how to work with articles in the topics Create article, Edit article, Remove article, Deactivate article and Enter stock balance.

Important information about transfer of articles

If you have worked with Webshop and added articles there before you activate integration, the articles that you have added to the webshop are sent over to Bookkeeping & Invoicing during the first synchronisation.

Before synchronising, check to ensure you do not have articles in Bookkeeping & Invoicing with the same article number as the articles in your webshop. If there are articles with the same article number, the articles in Bookkeeping & Invoicing will be overwritten.

Article data that is transferred during synchronisation

Details that are transferred from the article register in your Bookkeeping & Invoicing are called article data and are locked for editing in Webshop.

The data below is retrieved from the article register in Bookkeeping & Invoicing.

• Article number
• Article name
• Unit
• VAT rate
• Price
• Stock item and number in stock

Delivery and payment methods

If you have added transport and payment methods in Webshop before integration, you must add them again in Webshop and select the required article template. The next time you receive a web order, the correct article coding information is automatically transferred to Bookkeeping & Invoicing.

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