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SmartWeb Help | E-conomic integration

3.17. I want to start with a free trial before purchasing e-conomic.

Before you decide to use SmartWeb's integration to E-conomic you can try out the integration for free. Please be aware that the following set up in E-conomic is strictly for the sake of the example. You should make contact yourself with competent people to set up your own accounting program.


First you need to activate the E-conomic integration in SmartWeb. You can do this by contacting our support by e-mail. At the same time you can download a free demo from E-conomic directly on their website.

Click here: http://www.e-conomic.co.uk/accountingsoftware/trial


On E-conomic's demo page you select ”Normal trial without data – Let me start from scratch”. Thereafter you fill in your contact imforations. Finally click on "Click here and log on to your 2-week free Normal Trial without Data”.

When you have received demo login from E-conomic (by e-mail) you log in to E-conomic. You get the following screenshot:

 


 
 

 

The next thing you need to do is to turn on E-conomics API - this enables the online store to connect to E-conomic. If you do not turn the API on the two programs cannot talk together. Click on the tab "Settings" at the top of the screen. Next click on "Additional modules". Click on the pencil next to API and you get the following screenshot:

 


 

 

Tick off the "Access" field and click on the "OK" button. You have now turned on E-conomic's API.

You are now ready to set up E-conomic. It is possible to import a standard account plan, this is done in order to test the integration with your online store and e-conomic. Click on the tab "Settings" at the top of the screen
Then click "Standard setup". You will now get a list of standard setups you can import:

 


 

 

Import the account plan for "Company" by clicking on the white button next to "company".
 
When you have selected to use the account plan for "Company" you get a screen looking like this:

 


 

 
The last thing you need to do in E-conomic is to create a debtor group, where all your customers from your online store can be transferred to. First click on the tab "Invoice" at the top of the screen. Next click on "Debtor groups" in the middle of the screen. When you click on "Create debtor group" you get this screen:

 


 

 

In the example above we enter:


No. 99
Name. ShopCustomers
Account. 5600


Click the ”OK” button to create the debtor group.

You have now set up your first demo with E-conomic and you are ready to configure your online store. Read how you set up your online store in the menu item "The integration settings".