How to integrate E-conomic with Simply CRM

Simply CRM allows you to integrate E-conomic with your Simply instance to better track your payments and accounting information. This integration provides you with a clear overview of all your E-conomic information within the CRM.

Please follow the instructions below to set up the E-conomic module in Simply CRM.

How to set up E-conomic

Please note that E-conomic is now preinstalled in Simply CRM. If you’re an existing customer and you don’t have E-conomic, please contact our support team. They will install the E-conomic module for you.

If you don’t already have an E-conomic account, you’ll need to create a new account on the E-conomic website.

After you set up your E-conomic account, you’ll need to prove it with access to the Simply CRM module, which you can do by following the link below:

In the new window, click on Add App.

Economic integration

This will give you a unique key that you will need to copy to your instance of Simply CRM.

Economic integration key

Now, you’ll need to open your Simply CRM instance, go to Settings and select Other Settings. Under Other Settings, choose E-conomic and then Options.

Use the Edit option to update your information and paste the E-conomic key that you generated into the Public Token field. Press Save.

When you paste the key, make sure that the status icon changes to a green checkmark. If it does not change, the integration failed and we recommend that you redo the entire process.

How to configure E-conomic account pre-settings

In case you haven’t configured your E-conomic account, check this brief guide on how to set up an E-conomic account and collect as much billing information as possible.

First, go to All Settings and open the Subscription tab on the left side menu. Press Subscription Status.

We highly recommend that you activate the Dimension (Department) add-on, which will allow you to allocate your company’s revenue, expenses and departmental balance. This will help you assess the profitability of each department in your company. You can read more about this add-on here.

If you didn’t activate the add-on when you created your account, you can press on the Go To Market button.

Economic configuration

Select the Add-ons module on the left menu and choose Dimension.

E-conomic add-ons

On the Dimension homepage, click on Add App.

Add Dimension add-on in E-conomic

After you activate Dimension, go to All Settings > Categories and Units > Departments. Press the New Department button.

New department E-conomic

How to use the E-conomic module in Simply CRM

To find the E-conomic module in Simply CRM, log into your dashboard and navigate to the Settings page by using the drop-down menu in the top right corner. Press Other Settings and choose the E-conomic from the drop down.

E-conomic module

This will lead you to the E-conomic configuration page, where you can choose your own preferences and settings.

E-conomic settings

The following table explains each option and its practical use. Please go through each option carefully before you configure your settings.

OptionDescription
AgreementSpecifies the E-conomic Agreement number, which you receive after you enter the E-conomic API key
User NameSpecifies the E-conomic User Name, which you receive after you enter the E-conomic API key
Public TokenRefers to the E-conomic API key, which is generated during the installation process
OrganizationRepresents the primary field used to sync organization data
ContactRepresents the primary field used to sync contact data
EventAllows you to sync every event in the Simply CRM Calendar as a separate department
Sync LimitRepresents the number of unsynchronized records that are selected for synchronization
Update RecordsUpdate Records allows you to choose from two options:

Skip – ignores all entries synchronized entries from CRM to E-conomic.

Overwrite – applies all changes in synchronized CRM entries to the E-conomic records
ServiceSpecifies how the data will be synchronized.

Cron – automatically synchronizes the data every 15 minutes.

Manual – requires you to press the Sync button on the module settings page to initiate synchronization.

The default configuration

When you install the E-conomic module in Simply CRM, your settings will be preconfigured. The following paragraphs will explain what setting you can expect to find when you install E-conomic in your Simply CRM instance.

The default synchronization option is set to two-way, which means that the records will be synced whenever you make changes in either of the two programs.

E-conomic default settings

If you want to change the type of synchronization, press on the trash icon on the right side to delete the current configuration. Then add the preferred setting and press Save.

In addition, Simply CRM automatically configures the default value settings, as seen in the image below.

Exchange rate represents the rate between the invoice currency and the base currency of the agreement. The exchange rate expresses how much base currency it will cost to buy 100 units of the invoice currency.

Margin in base currency shows the different between the cost price of the invoice items and the sales net amount in the invoice. Credit notes will have a negative number in this field.

Margin percentage represents the margin expressed in percentages. This number will also be negative for credit notes.

Cost price in base currency shows the total cost of all items in the base currency.

VAT zone number corresponds to the customer settings in the invoice section of E-conomic. Depending on the customer, this option can be set to:

  • Domestic
  • EU
  • Abroad
  • Domestic without VAT
VAT Zone number in E-conomic

Barred shows if the account is barred from us.

Enabled for customer specifies whether the VAT zone is applicable for the customer.

Enabled for supplier specifies whether the VAT zone is applicable for the supplier.

Layout number refers to the invoice layout and it corresponds to E-conomic Sales > Settings > Design and Layouts.

E-conomic Invoice Layout

Ignore Zero Value Invoice allows you to ignore invoices with zero values during data synchronization.

Draft only lets you synchronize Simply CRM invoices as drafts.

Sync contact as customer syncs organizations and contacts as Customers.

Currency shows the ISO 4217 currency code of the entry.

Corporate Identification Number specifies the customer’s corporate identification number. For example, CVR in Denmark.

Payment Terms Number shows the unique identifier of the payment terms. It corresponds to E-conomic > Setup > Payment terms.

E-conomic payment terms

Customer Group Number represents the unique identifier of the customer group. It corresponds to E-conomic > Customers > Customer Group.

E-conomic customer groups

Departmental Distribution Number represents the unique identifier of the departmental distribution. A departmental distribution specifies which entry is distributed between different departments.

Product Group Number is the unique number that identifies the product group. It corresponds to E-conomic > Products > Products Group.

E-conomic products group

Barred (under Products) specifies whether the product can be sold. You cannot book an invoice for a product whose value is set to Barred.

E-conomic and Simply CRM fields

The following tables explain the relation between E-conomic and Simply CRM fields. Each table refers to a single module.

Products

Simply CRME-conomicNote
Product NumberProduct NumberRequired. Automatically set to PRO# (e.g. PRO1, PRO2, etc.)
Product NameNameThis field is required.
DescriptionDescriptionN/A
E-conomic Cost PriceCost PriceData collected from the CRM E-conomic Cost Price field. If the field is empty, the value will be set to 0.
E-conomic Recommended PriceRecommended PriceData collected from the CRM E-conomic Recommended Price field. If the field is empty, the value will be set to 0.
Unit PriceSales PriceN/A
Bar CodeN/A
E-conomic BarredBarredN/A
Product ActiveUnit NumberN/A
Product Group NumberN/A
E-conomic DepartmentDepartmental Distribution If blank, this field will not be synced with E-conomic. Can be set on the Default Value page.
E-conomic InventoryInventoryIf blank, this field will not be synced with E-conomic.

Accounts

Simply CRME-conomicNote
E-conomic Customer NumberCustomer NumberThis field is required and it’s automatically set in E-conomic.
E-conomic BarredBarredN/A
Billing AddressAddressN/A
BalanceAlways set to 0.
VAT NoCorporate Identification NumberIf the VAT No value is blank, the Corporate Identification Number from the Default Values page will be used.
Billing CityCityN/A
Billing CountryCountryN/A
Credit LimitN/A
CurrencyThis field is required. It can be set on the Default Values page.
EmailN/A
Organization NameNameThis field is required.
Billing Postal CodeZIPN/A
E-conomic Public Entry NumberPublic Entry NumberN/A
Telephone and Fax NumberN/A
WebsiteWebsiteN/A
E-conomic Customer Group NumberCustomer Group NumberThis field is required. It can be set on the Default Values page.
E-conomic VAT Zone NumberVAT Zone NumberThis field is required.
E-conomic Payment Terms TypePayment Terms NumberThis field is required. It can be set on the Default Values page.
E-conomic EANEANN/A
LayoutN/A
Sales PersonN/A

Invoices

Simply CRME-conomicNote
Invoice DateDateThis field is required.
Currency CodeCurrencyN/A
Exchange RateThis field is set on the Default Values page.
Sub TotalNet AmountThis field is set on the Default Values page.
E-conomic Net Amount Base CurrencyNet Amount in Base CurrencyN/A
Grand TotalGross AmountN/A
Margin In Base CurrencyThis field is set on the Default Values page.
Margin PercentageThis field is set on the Default Values page.
E-conomic VAT NumberVAT NumberN/A
E-conomic Rounding AmountRounding AmountN/A
Cost Price In Base CurrencyThis field is set on the Default Values page.
E-conomic Payment Terms NumberPayment Terms NumberThis field is required.
Customer NoCustomer NumberN/A
Organization NameRecipient NameThis field is required.
Shipping AddressRecipient AddressN/A
Shipping CityRecipient CityN/A
Recipient VAT Zone NumberThis field is required and it can be set on the Default Values page.
Billing AddressDelivery AddressN/A
Billing Postal CodeDelivery ZIPN/A
Billing CityDelivery CityN/A
Billing CountryDelivery CountryN/A
Current DateDelivery DateN/A
SubjectNotes HeadingN/A
DescriptionNotes textLine1N/A
Invoice NoNotes textLine2Automatically named as INV# (INV1, INV2, etc.)
References OtherN/A
E-conomic LayoutLayout NumberThis field is required.
Product Index NumbeProduct Line NumberN/A
Product Sort KeySends static value 1.
Product DescriptionProduct DescriptionN/A
Product Unit NumberSends static value 1.
Item NameProduct NameN/A
Product NumberProduct NumberN/A
QuantityProduct QuantityN/A
List PriceProduct Unit Net PriceN/A
Product DiscountProduct Discount PercentageN/A
E-conomic Cost PriceProduct Unit Cost PriceN/A
E-conomic Departmental Distribution NumberProduct Departmental Distribution NumberN/A

E-conomic details section

The following section contains a detailed break down of all fields available in the E-conomic module.

Products

FieldDescription
E-conomic Distribution KeyRepresents the unique identifier of the departmental distribution.
E-conomic DepartmentA departmental distribution defines the departments across which the entry is distributed. This requires the E-conomic Departments module to be enable
E-conomic Last Sync DateShows when the last sync from CRM to E-conomic was executed. This field is empty for products created in E-conomic.
E-conomic Recommended PriceSpecifies the recommended price for E-conomic products.
E-conomic InventoryRepresents a collection of properties that are only applicable if the inventory module in E-conomic is enabled.
E-conomic Product NumberShows the product number from E-conomic, which can be different from the CRM product number.
E-conomic Cost PriceDisplays the cost price of E-conomic products.
E-conomic BarredSpecifies whether the product is barred or not. If a product is barred, you will not be able to create any invoices for it.

Organizations

FieldDescription
E-conomic Customer NumberThe customer number in E-conomic, which can be different than the CRM number.
E-conomic Corporate Identification NumberThe corporate identification number in E-conomic. For example, CVR in Denmark.
E-conomic EANThe European Article Number in E-conomic. EAN is used to invoice the Danish public sector.
E-conomic CityThe customer city in E-conomic.
E-conomic CountryThe customer country in E-conomic.
E-conomic VAT NumberSpecifies the customer VAT identification number. This field is only available for agreements in Sweden, UK, Germany, Poland and Finland. Not to be mistaken with the Danish CVR number, which is defined as a Corporate Identification Number.
E-conomic Payment Terms NumberThe unique identifier of the payment terms from E-conomic.
E-conomic VAT Zone NumberIndicates the VAT zone in which the customer is located: Domestic, EU, Abroad, Domestic Without VAT.
E-conomic BarredSpecifies whether the customer is barred from invoicing.
E-conomic CurrencyThe default payment currency of the E-conomic customer.
E-conomic AddressCustomer Address from E-conomic.
E-conomic ZIPCustomer ZIP from E-conomic.
E-conomic Public Entry NumberThe public entry number is used for electronic invoicing and it defines the account on which the invoices will be generated.
E-conomic Customer Group NumberThe unique identifier of the E-conomic customer groups.
E-conomic Payment Terms NumberThe default payment terms for E-conomic customers.
E-conomic Last Sync DateShows the date of the last synchronization from Simply CRM to E-conomic.

Contacts

FieldDescription
E-conomic E-invoice IDThe ID (e-invoice) field in E-conomic. This will appear on EAN invoices in the field cbc:ID. Keep in mind that this is not available on UK agreements.
E-conomic Email NotificationSpecifies for what evernts the contact should receive email notifications. Keep in mind that limited plans only have access to invoice notifications.
E-conomic Customer NumberShows the number of the organization to which the contact belongs in E-conomic.
E-conomic NotesShows any notes that the contact has in E-conomic.
E-conomic Contact NumberRepresents the unique identifier of the customer contact.
E-conomic Last Sync DateShows the date of the last synchronization from Simply CRM to E-conomic.

Invoices

FieldDescription
E-conomic Booked Invoice NumberThe number of the booked invoice in E-conomic.
E-conomic Draft Invoice DateThe draft of the Simply CRM invoice (displayed if the invoice is created in Simply CRM and synced to E-conomic).
E-conomic Net Amount In Base CurrencyThe total amount of the invoice in E-conomic (without taxes).
E-conomic Rounding AmountThe total rounding error in the base currency in the E-conomic invoice.
E-conomic Payment Terms NumberThe payment terms number set in E-conomic.
E-conomic NameThe customer name in E-conomic.
E-conomic CityThe customer city in E-conomic.
E-conomic Draft Invoice NumberThe number of the CRM draft invoice which is assigned during CRM to E-conomic synchronization.
E-conomic CurrencyThe invoice currency in E-conomic.
E-conomic VAT NumberThe total amount of taxes in the E-conomic invoice.
E-conomic Remainder in Base CurrencThe remaining amount to be paid in base currency in E-conomic.
E-conomic Payment NameType of payment terms set in the E-conomic invoice.
E-conomic AddressThe customer address in E-conomic.
E-conomic ZIPThe customer ZIP in E-conomic.
Updated on 01/06/2020

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