Magento and SimplBooks integration
SimplBooks
Magento orders reach SimplBooks automatically, with nothing typed in by hand.
- Price
- 99 € / year
- Licence
- One domain
- Setup
- From My account
Please note
Nothing has to be installed in the Magento store. Orders are read over Magento's own REST API, which only needs an integration created in the admin.
How it works
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1. An order in the shop
A customer places an order in your store.
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2. An invoice in SimplBooks
The invoice carries the customer details from the order and the same lines.
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3. The payment
If a payment method has been mapped in the settings, the invoice is marked as paid too.
Frequently asked questions
No. The module reads orders over Magento's own REST API. All you do is create an integration in the Magento admin, give it read access to sales orders, and copy the access token into the settings here.
By default the ones whose Magento state is processing or complete. You can change this in the settings.
Using pending is not recommended: the order has not been paid for and may still be cancelled.
- That the licence is still valid
- That the store address and the access token are entered correctly
- That the integration has been activated in the Magento admin (Activate → Allow)
- That the SimplBooks API key and company code are in the right fields
- That the integration has been switched on in the settings
That is a setting. If you choose the article, the product code is looked up in SimplBooks and that article's name is used.
Get in touch with our support and we will set the module up for you, free of charge.
Installation guide
Installation guide
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1
Register a SimplBooks licence on e-liides.ee
- Sign in or create an account on e-liides.ee
- Once signed in, choose My account from the menu at the top right
- Click Order a new service
- Pick the SimplBooks module for the Magento platform and register the licence
- Click Configure in the licence list
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2
Create an integration in the Magento admin
- Sign in to the Magento admin
- Open System → Extensions → Integrations and click Add New Integration
- Give the integration a name, for example Eliides
- On the API tab choose Resource Access → Custom and tick at least Sales → Operations → Orders
- Save, then click Activate on the new integration and confirm with Allow
- Copy the Access Token from the dialog
- Open Stores → Configuration → Services → OAuth → Consumer Settings and set Allow OAuth Access Tokens to be used as standalone Bearer tokens to Yes
- Magento 2.4.4 and later refuse the token without it, and no orders come through
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3
Connect SimplBooks and Magento
- In "My account", click Configure on the licence
- Enter the store address and the access token you copied in the previous step
- Enter the SimplBooks API key and company code, which you will find in the SimplBooks settings
- Choose the date from which Magento orders should be imported
- With every field filled in, click Create connection
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4
Fill in the mappings
- Map each Magento payment method to a SimplBooks payment account. If you do not want payments recorded, choose "Do not add payments"
- Choose a warehouse and a delivery article
- Choose whether invoice line names come from the shop or from the SimplBooks article
- When everything is set, tick Activate the integration and allow orders to be imported
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5
The integration is ready
If something is not working as expected, have a look at the FAQ on this page. If you cannot find the answer, get in touch.
- Magento orders will now start reaching SimplBooks
- The data refreshes about every 5 minutes
Need help setting it up?
Get in touch and we will configure the module for you, free of charge.