To keep pace with E-conomic's development, it is necessary to upgrade our integrations in Microbizz to support this. This article will guide you through converting to the latest E-conomic integration in Microbizz, if you are using our older E-conomic integration that is set up in the Invoice module.
We encourage you to export all lines before this upgrade. If this is not possible, you can access https://systemX.microbizz.dk/sys/invoiceexport/doexport/ where X must be replaced with your server name. This is the old view where after the migration you can edit → save a line, after which it is automatically converted to an invoice under the new E-conomic integration.
Significant changes
When coming from an older E-conomic integration, there are several changes to be aware of, such as:
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Previously invoiced and deleted lines will not be converted to draft invoices, meaning your company columns such as "Total invoiced" will contain a number based on previous lines.
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Only existing invoice lines will be converted to draft invoices during migration.
We have created a data run that can generate invoices from the older E-conomic integration. You can find the data run under https://systemX.microbizz.dk/sys/basic/admin/jobs/#section4 where X must be replaced with your server name. Here the run is named "Gather invoice lines".
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Products are synchronized automatically, whereas before it was done manually.
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Draft invoices are synchronized automatically.
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If you book an invoice in E-conomic, this is not sent back to Microbizz.
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We, therefore, recommend invoicing from Microbizz.
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If you want to synchronize prices from E-conomic to Microbizz on products, the following setting must be enabled:
(Always update product prices)
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which is found under https://systemX.microbizz.dk/sys/basic/integrations/ (replace X with your server) → Edit the E-conomic integration
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after which you will find the setting in the right-hand section.
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Prerequisites
Before you continue with this article, please be aware that it requires:
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You must be logged into E-conomic as an administrator when performing this action.
Step-by-step
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Go to the System module and select Integration → Other systems.
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(other systems)
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Click "Adapt current E-conomic integration".
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Then click "Adapt now".
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If you are redirected to E-conomic, just follow the instructions from there. It may look as follows:
It is required that you fill in the "Standard invoice text" as E-conomic will otherwise return invoices you send from Microbizz.
To get started, you can use this standard text:
Dear customer,
Hereby invoice for the work performed.
If you have any questions about the invoice, please contact the accounting department at bogholderi@yourcompany.dk - Tel. no: 1234 5678
Best regards,
The Accounting Department
You will then be sent back to Microbizz, where you can make further configurations of your new integration 🙂
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(Image showing the successful integration screen in Microbizz)
We recommend that you review your integration thoroughly.