A workflow that matches your needs.
Set up automatic data transfer between your systems in minutes.
What can you do with the product?
IEX is the perfect solution for businesses looking to optimize their digital business processes and create more efficient and cohesive operations. The integration can be tailored to the company’s needs for a smooth and seamless workflow.
Automatic transfer at the right stage
Data is transferred completely automatically at a given stage in the specific system, for example, when a payment is approved or an order is marked as “Completed.” Therefore, you don’t need to click through long lists to forward data.
Transfer of complete datasets
Your data is transferred with all the necessary datasets to be created in the receiving systems. For example, a webshop order is transferred with the customer, order lines, prices, and VAT rates to be created in an accounting system.
Settings to fit your needs
You can set settings yourself for how data received and sent should be handled. There are settings to handle all common scenarios for data handling to and from systems.
Set up flows between multiple systems
Connect all your systems through the same integration. The connections can be set up to create a flow that matches your specific needs. For example, a webshop order can be sent to packing in the warehouse and when the order is shipped, an invoice can be created and booked in the accounting system and sent by mail.
Get important notifications directly by email.
You can always track what data has been transferred, and you can set up error notifications and status reports that are sent to you by email. This way, you can always keep track of what’s happening with your data and whether anything is missing in the transfer.
Avoid gaps in the bookkeeping with a detailed log.
Follow the transfer through all stages and get a detailed overview of data received and sent. Identify error causes and their sources for missing transfers, and receive error reports via email with the notification system. When updating a completed transfer, you can see both the new and the original data.
Effective automations.
A wealth of powerful features that you can customize with the platform. The possibilities vary between systems and system categories.
Invoice handling
An invoice is created as a draft or posted.
Invoice payment
Set payment terms based on the payment method.
Send invoice email
Send invoices with your own invoice layout.
Match customers
Advanced customer management to your needs.
Inventory
Deduct from inventory upon sale and update count.
EU VAT (OSS)
VAT rates for EU countries with the One Stop Shop.
Rounding differences
Rounding differences are automatically adjusted.
Order stage
Orders are managed based on order stage.
Match payments
Payments and fees are matched with invoices for reconciliation and posting.
Create products
Create and update products in the webshop as needed.
Generate picking lists
Use webshop orders as picking lists for the warehouse.
File handling
Automatic import/export to CSV or XML.
Are you ready to know more?
Be contacted by the IEX sales team, who can advise you on how an integration can help you in your workday.
