1.Introduction
This is the manual for the integration between JouwWeb and Jortt.
This integration ensures that orders from the JouwWeb webshop are automatically processed to invoices in Jortt. Because the orders enter the webshop owner's accounting system directly, it saves time on financial administration.
Please note: The integration only processes orders. The integration does not process refunds.
Please note: The integration only processes orders. The integration does not process refunds.
Please pay special attention to the following
- This integration is a financial integration. It is not a logistics integration. It is not suitable for updating customers in Jortt, printing packing slips, or synchronizing products/inventory.
- This integration does not replace the work of an accountant. It saves time because you no longer have to retype documents. The accountant is still needed for advice, expertise, and control.
- We can integrate with a Jortt package where we can create and read debtors and products. Please take this into account if you are currently using a trial period of Jortt.
Tip: Other customers using this integration found the tips in the FAQ for JouwWeb and in the FAQ for Jortt.
Install integration
Installing the integration starts with signing up for a trial period, via our integrations page. After registration, you will receive an email containing an installation URL and login details. With this installation URL, you start the installation of the integration.
The installation is complete when both connection dots are green, and the settings in the Configuration tab have been entered and saved.
There is a trial period of 30 days.
If you want to install another integration, you can do so in the same way. Make sure you are logged out of the integration dashboard and preferably start the new installation in an incognito browser.
Installing the integration starts with signing up for a trial period, via our integrations page. After registration, you will receive an email containing an installation URL and login details. With this installation URL, you start the installation of the integration.
The installation is complete when both connection dots are green, and the settings in the Configuration tab have been entered and saved.
There is a trial period of 30 days.
If you want to install another integration, you can do so in the same way. Make sure you are logged out of the integration dashboard and preferably start the new installation in an incognito browser.
Cancel integration
At the end of the trial or subscription period, the integration will not be automatically renewed. You will receive an offer for a one-year subscription or renewal by email at the end of this period. You can confirm the renewal by using the payment link in that email. Do you want to terminate the integration in the meantime? This can be done via the dashboard, tab Profile>>Cancel integration.
Are you switching to another web shop/accounting system and do you want to re-establish a connection? In this faq we explain how to do this.
At the end of the trial or subscription period, the integration will not be automatically renewed. You will receive an offer for a one-year subscription or renewal by email at the end of this period. You can confirm the renewal by using the payment link in that email. Do you want to terminate the integration in the meantime? This can be done via the dashboard, tab Profile>>Cancel integration.
Are you switching to another web shop/accounting system and do you want to re-establish a connection? In this faq we explain how to do this.
2.How the integration works
Orders from the Jouwweb webshop are processed to Jortt invoices. The shipping method is manual and the amounts are incl. VAT. For status and shipping method see the FAQ.
The integration retrieves the orders from the webshop every hour and prepares them to be processed to Jortt.
Read more How the integration works .... Read less How the integration works ....
The integration retrieves the orders from the webshop every hour and prepares them to be processed to Jortt.
Read more How the integration works .... Read less How the integration works ....
Pre-check orders
At the start of processing an order, we perform a number of checks on the JouwWeb order:
At the start of processing an order, we perform a number of checks on the JouwWeb order:
- It is checked whether the total of the JouwWeb order is equal to the sum of the amounts in the order lines plus the shipping costs amount.
- If the order is an ICP order, the VAT number is checked.
- It is checked whether a corresponding VAT code exists in Jortt for the VAT in each line.
- It is checked whether the order has not already been processed.
Processing orders
Processing a Jouwweb order to Jortt takes place in two steps:
Processing a Jouwweb order to Jortt takes place in two steps:
- It is checked if the customer already exists in Jortt. If not, the customer is created. Matching is based on the email address.
- The Jortt invoice is created and processed.
Post-check
After the order has been processed and a success message has been received from Jortt, the order is marked as handled. The JouwWeb order appears in the Reporting tab on the dashboard.
If Jortt returns an error while processing the order, the order appears in the Errors tab on the dashboard. Via the yellow button More info more information about the problem can be found. Via the red button Report problem can the order with all necessary information easily be submitted to us after you have tried to resolve the problem yourself. If the problem is solved, in some cases the orders can be processed again with the blue Process button.
Data
Information about the data that is processed can be found in the section Day-to-day: To Jortt later in the manual.
After the order has been processed and a success message has been received from Jortt, the order is marked as handled. The JouwWeb order appears in the Reporting tab on the dashboard.
If Jortt returns an error while processing the order, the order appears in the Errors tab on the dashboard. Via the yellow button More info more information about the problem can be found. Via the red button Report problem can the order with all necessary information easily be submitted to us after you have tried to resolve the problem yourself. If the problem is solved, in some cases the orders can be processed again with the blue Process button.
Data
Information about the data that is processed can be found in the section Day-to-day: To Jortt later in the manual.
3.Installation
After the installation, check using this FAQ, whether the integration works.
Installing the integration starts with signing up for a trial period, via our integrations page. After registering, you'll receive an email with an installation URL and login details. Use this installation URL to start the integration installation.
Read more Installation .... Read less Installation ....
Webshop authentication
The authentication with the webshop runs via OAuth. Make sure you are logged out of your webshop before establishing the connection. Now click the red Connect button. A login screen for the JouwWeb webshop will automatically appear. If you log in, you will get a screen asking if you allow the connection. If you confirm this, the connection will be established.
If you want to re-establish the connection at a later time, you can always do so by clicking the Connect button.
Jortt connection
The authentication with Jortt runs via OAuth. Make sure you are logged out of Jortt before starting the connection. Now click the red Connect button. A login screen for your Jortt account will automatically appear. If you log in, you will be presented with a screen asking if you allow the connection. If you confirm this, the connection with Jortt will be established.
If you want to re-establish the connection at a later time, you can do so by clicking the Connect button.
Webshop
Multiple webshops can be present within one Jouwweb account. You can set here for which webshop you want to create the integration.
Processing status
You can specify which statuses orders should be processed to Jortt. You can select multiple statuses. The integration will never forward orders twice. The integration is protected against this.
Multiple webshops can be present within one Jouwweb account. You can set here for which webshop you want to create the integration.
Processing status
You can specify which statuses orders should be processed to Jortt. You can select multiple statuses. The integration will never forward orders twice. The integration is protected against this.
Invoice layout
You can provide a trade name with an invoice. Based on this trade name, Jortt attaches the correct template to the invoice.
You can provide a trade name with an invoice. Based on this trade name, Jortt attaches the correct template to the invoice.
Configure VAT rates and general ledger accounts
When configuring the VAT rates and general ledger accounts, a link is created between the VAT rates in webshop and the VAT codes and revenue accounts in Jortt. You can always make changes by clicking the blue 'Edit' button and selecting an option from the drop-down menus. NB: ledger numbers are shown in the image below. This is for illustration purposes only. For Jortt integrations, a name is shown here.
By default, all EU countries are shown in the list. You only need to configure the countries you sell to, and - if applicable - ICP and International.
The integration shows the standard VAT rates for Europe. You can adjust the VAT percentage with which you sell - left column. For example: By default, sales to Germany are set to 21%, but if you sell in the webshop with 19%, you can adjust this in the left column. Intra-Community (ICP) and international deliveries
The Intra-Community supplies / ICP option is intended for business-to-business deliveries within the EU. These sales are invoiced with 0% VAT. A VAT number from the customer is required. The International option applies to deliveries outside the EU. For these sales, the integration expects 0% VAT; otherwise, the sales cannot be processed. Separate VAT codes and general ledger accounts can be configured for both ICP and international deliveries.
Once the VAT settings have been configured and saved, you will always see the selected VAT rates. If you want to start over, you can use the grey 'Remove VAT settings' button. Your current settings will then be deleted and you can begin again.
When configuring the VAT rates and general ledger accounts, a link is created between the VAT rates in webshop and the VAT codes and revenue accounts in Jortt. You can always make changes by clicking the blue 'Edit' button and selecting an option from the drop-down menus. NB: ledger numbers are shown in the image below. This is for illustration purposes only. For Jortt integrations, a name is shown here.
By default, all EU countries are shown in the list. You only need to configure the countries you sell to, and - if applicable - ICP and International.
The integration shows the standard VAT rates for Europe. You can adjust the VAT percentage with which you sell - left column. For example: By default, sales to Germany are set to 21%, but if you sell in the webshop with 19%, you can adjust this in the left column. Intra-Community (ICP) and international deliveries
The Intra-Community supplies / ICP option is intended for business-to-business deliveries within the EU. These sales are invoiced with 0% VAT. A VAT number from the customer is required. The International option applies to deliveries outside the EU. For these sales, the integration expects 0% VAT; otherwise, the sales cannot be processed. Separate VAT codes and general ledger accounts can be configured for both ICP and international deliveries.
Once the VAT settings have been configured and saved, you will always see the selected VAT rates. If you want to start over, you can use the grey 'Remove VAT settings' button. Your current settings will then be deleted and you can begin again.
Configure payment methods
You can create a link here between the payment methods in the webshop and a fixed debtor in your Jortt administration. Orders with a payment method from the list will then always be posted to this debtor. In that case, no new debtors will be created.
Note: It is not possible to set fixed debtors for ICP orders. For an ICP order, a valid VAT number must be transmitted. Therefore, a debtor will always be created in Jortt for an ICP order.
You can create a link here between the payment methods in the webshop and a fixed debtor in your Jortt administration. Orders with a payment method from the list will then always be posted to this debtor. In that case, no new debtors will be created.
Note: It is not possible to set fixed debtors for ICP orders. For an ICP order, a valid VAT number must be transmitted. Therefore, a debtor will always be created in Jortt for an ICP order.
4.Day-to-day: From Jouwweb
Processing schedule: New orders from your webshop are retrieved and processed to Jortt at least once per hour. In addition, every night the orders that were previously retrieved and not yet forwarded to your accounting system are reviewed. The order status of these orders is checked to determine if they should now be processed.
Once an order has been processed, it cannot be processed again. Any order changed in the webshop after it has been processed will not be updated in Jortt.
Please note: The integration only processes orders, no returns / refunds.
Once an order has been processed, it cannot be processed again. Any order changed in the webshop after it has been processed will not be updated in Jortt.
Please note: The integration only processes orders, no returns / refunds.
Order and invoice numbers: JouwWeb orders only have an order number, no invoice number. Therefore, only the order number can be processed.
Processing status:
For each order, the status of the order is reviewed. You have previously indicated when you want orders to be processed to your accounting system. This choice can be viewed - and changed - in the Configuration tab of the dashboard at status for processing sales.
Orders that are retrieved and have a status other than one of the chosen options will be automatically processed the following night if they have been assigned one of the chosen options in Jouwweb.
VAT numbers For business orders within the EU, outside the Netherlands, a VAT number is mandatory. The integration checks for this and also verifies the validity of the VAT number.
Field-level specification orders
Specification Jouwweb order. +-
| Below is a detail at field level for retrieving orders. The order includes the general values in the order, the order lines, shipping costs, payment costs, and the debtor details. | |
| Name field | Values from Jouwweb order |
| Order-identifier | [id] |
| Order number | [orderNumber] |
| Date | [createdAt] |
| Order date | [date_created] |
| Status order | [status] |
| Payment method | [paymentMethod] |
| Total VAT order incl. discount | [totalTaxAmount] |
| Order total incl. VAT and discount | [totalPrice] | Order total excl. VAT with discount | [totalPrice] - [totalTaxAmount] |
| Total VAT order without discount | [totalTaxAmount] - [discountTaxAmount] |
| Order total incl VAT | [price][total] |
| Delivery country | [shippingAddress][country] if filled, otherwise [paymentAddress][country] |
| ICP indication | The integration determines as follows whether it concerns an ICP order:
|
| International indication | The integration determines as follows whether it concerns an international order:
|
Specification Jouwweb order lines. +-
| To read the order lines, the integration takes the field [orderlines]. In Jouwweb, order lines have different types. These are indicated by the field [type]. For the order lines, this concerns type article or type [custom]. | ||
| Name field | Values from Jouwweb order line | |
| Amount | [quantity] | |
| Description | [title], please note, JouwWeb uses an unusual dash. This dash is replaced by a normal dash. | |
| VAT percentage | [taxPercentage], if smaller than 1, the VAT percentage is multiplied by 100. If the field taxPercentage does not exist in the line, the VAT percentage becomes [totalTaxAmount] / ([totalPrice] - [totalTaxAmount]. This percentage is also multiplied by 100. | |
| VAT amount in line | [totalTaxAmount] | |
| Line amount incl VAT | [totalPrice] | |
| Line amount excl VAT | [totalPrice] - [totalTaxAmount] | |
| Unit amounts | Divide the line item amounts by the amount | |
| VAT code and accounts Jortt | These are determined based on the settings, the VAT percentage and the delivery country. It also takes into account whether it is an ICP or international order. | |
Specification Jouwweb shipping costs. +-
| A JouwWeb order can have multiple shipping cost lines with different VAT percentages. It can therefore happen that two shipping lines are created from the shipping costs. The first line will be the shipping cost line, the second line will be added to the order lines. | ||
| Name field | Values from Jouwweb shipping costs-line | |
| Amount | 1 | |
| Description | Shipping VAT percentage < |
|
| SKU | Shipping_< |
|
| Line amount incl VAT | [shippingCost], where the amount is calculated pro rata over the VAT percentages in the shopping cart. | |
| VAT amount | [shippingTaxAmount]. , where the amount is calculated pro rata over the VAT percentages in the shopping cart. | |
| VAT percentage | Dependent on the VAT on the order lines | |
| Line amount excl VAT | price incl VAT - VAT amount | |
| VAT code and accounts Jortt | These are determined based on the settings, the VAT percentage and the delivery country. It also takes into account whether it is an ICP or international order. | |
Specification Jouwweb discount lines. +-
| The discount lines in the JouwWeb orders are recalculated relative to the order lines. The integration does this to process VAT percentages correctly. The fields discountAmount and discountTaxAmount from the JouwWeb order are used. | ||
| Name field | Values from Jouwweb discount-line | |
| Amount | 1 | |
| Description | Discount (with VAT percentage xxx %) | |
| Discount amount incl VAT | relative amount incl. VAT | |
| Discount amount excl VAT | relative amount excl. VAT | |
| VAT percentage discount | VAT percentage | |
| VAT code and accounts Jortt | These are determined based on the settings, the VAT percentage and the delivery country. It also takes into account whether it is an ICP or international order. | |
Specification Jouwweb customer details +-
| Name field | Values from Jouwweb customer |
| Customer |
General
|
| The billing address is in field [paymentAddress] and the shipping address in field [shippingAddress]. The content of these fields is always the same, so we do not describe them separately. | |
| Address |
Address-fields
|
5.Day-to-day: To Jortt
Create transactions
The orders from Jouwweb are imported into Jortt as invoices.
The orders from Jouwweb are imported into Jortt as invoices.
Invoice status
The Jortt invoice has two types of status indicators.
The Jortt invoice has two types of status indicators.
- Payment status: This is managed via the field payment_method. This field can have the values already_paid (if the sale is paid), pay_later (otherwise) or direct_debet. You can request this via webcare@webwinkelfacturen.nl stating the license key. We will then adjust this in your contract settings. You can always process the status already_paid or specifically always the status pay_later. It is even possible for Jortt plus users who have a Mollie integration to set the payment status to direct_debit.
- Shipping status: This is managed via the field send_method. The default value is self. The invoice is then not sent to the customer and receives status open. We can also process the invoice as draft process. In that case, we add a contract setting blocksend to it. With that extra setting, the field send_method is not included in the Jortt invoice. It is also possible to set the value of send_method to email. The Jortt invoice will then always be sent to the customer via email.
Create debtors
1. When processing individual orders
When processing customer information, it is first checked whether the customer has been processed before. If so, this Jortt debtor is used as the debtor for the Jortt transaction. If the customer is not yet known, they are added to Jortt. Matching is based on email address.
Please note: The integration only creates debtors. The integration does not modify debtors.
2. When processing daily invoice
To create the Jortt invoice, a Jortt debtor is required. Please contact webcare@webwinkelfacturen.nl to provide the email address for the invoice. We will then ensure it is set up.
1. When processing individual orders
When processing customer information, it is first checked whether the customer has been processed before. If so, this Jortt debtor is used as the debtor for the Jortt transaction. If the customer is not yet known, they are added to Jortt. Matching is based on email address.
Please note: The integration only creates debtors. The integration does not modify debtors.
2. When processing daily invoice
To create the Jortt invoice, a Jortt debtor is required. Please contact webcare@webwinkelfacturen.nl to provide the email address for the invoice. We will then ensure it is set up.
Automatically sending invoices
The integration creates the invoice in Jortt. The invoice will not be sent automatically from Jortt. We can adjust this so that the invoice is sent automatically. Please contact us via webcare@webwinkelfacturen.nl if you would like to make use of this.
The integration creates the invoice in Jortt. The invoice will not be sent automatically from Jortt. We can adjust this so that the invoice is sent automatically. Please contact us via webcare@webwinkelfacturen.nl if you would like to make use of this.
Field-level specification Jortt
Field-level specification of the Jortt invoice. +-
| Name | Example | Note |
| customer_id | f7fb9873-89gv-3vhd-7hg7-89f0e877c78k | Customer-id from Jortt. |
| invoice_date | 2023-02-27 | order date |
| net_amounts | 1 | |
| send_method | self (manual) | Can be set to email or left empty on request. If the sendmethod is empty, the invoice receives status draft in Jortt. |
| reference | 2020 | order number |
| payment_method | already_paid |
pay_later or already_paid, depending on the payment status in the webshop. This can be set to alwayspaid or the Mollie payment link on request. |
| tradename_id | 5h064j87-2k56-7689-g9n7-8gh4skn90284 | Invoice template |
| line_items | ||
| description | Premium Customerservice | Description |
| units | 1 | quantity |
| amount_per_unit | 89 | Unit price |
| value | 89 | |
| currency | EUR | Valuta |
| vat | 0 | VAT |
| ledger_account_id | 9fd87hy0-8h5n-5g5v-3k72-0939h98k67k2 | Category - as set on the dashboard. |
Field-level specification of the Jortt customer. +-
| Name | Example | Note |
| is_private | false | Default false, if customer_name is missing then true. |
| customer_name | [firstname][lastname] | If [firstname][lastname] is not provided, NN will be entered. |
| Street | [address] | |
| zipcode | [zipcode] | |
| city | [city] | |
| Country code | [Isocountry] | |
| first_name | [firstname] | |
| last_name | [lastname] | |
| [phonenumber] | [telnr] | |
| [email] | ||
| VATnumber | [vatnr] | Is provided if the field is not empty. |
6.Support
We believe it is important that you as have direct access to information about the integration whenever you want. That is why every customer has a personal dashboard.
Read more Support .... Read less Support ....
Read more Support .... Read less Support ....
Explanation tabs dashboard
On the Dashboard >> Report you can see which orders from your Jouwweb webshop, and when, have been transferred to Jortt.At Dashboard >> Errors you can see which orders have not been processed. Via the blue Process button you can (re)submit the order. Via the red Report problem button you can create a ticket with us.
At Dashboard >> Open the orders are listed that have not yet been processed because they do not yet have the correct status in the webshop. Every night jobs run to review the status again and still process the order.
At Dashboard >> Configuration the settings of your integration are listed. You can adjust the settings there.
At Dashboard >> Profile invoices are available for download. You can also specify an additional email address here for sending emails and stop the integration.
What if orders are missing in Jortt
If orders are missing in Jortt we recommend following the steps below:- Log in to the dashboard: https://uwkoppeling.webwinkelfacturen.nl. The username and password are included in the registration email.
- Go to the Errors tab and check if order is there. You may need to adjust the search period if the
order is from a previous month. If you find order in this overview:
- Check the error code and verify whether you can resolve it yourself.
- If yes resolve the issue and click the blue Process button to resubmit the order.
- If not use the red Report problem button to create a ticket with us.
- Note if there are multiple errors, please create only 1 or 2 tickets. We will automatically see the other issues.
- Go to the Report tab and see if order is listed there. If so, you'll often see an identifier for Jortt (in the purple section of the overview) that you can use to search for order.
- Go to the Open tab and check if order is there.
- If you cannot resolve the issue, you can always create a ticket via the green Ask us button.
You can send any other questions or comments to . For a quick response, please always include the license key and as much information as possible. If you encounter any problems during installation, please let us know where you're experiencing the issue. And if there's an error message, please include that as well. If you think orders is missing, please provide the number and date. This way, we can perform a more targeted search and tell you what's wrong.
We have an extensive FAQ-section on the website. Pay particular attention to these sections: and https://faq.webwinkelfacturen.nl/category/50/jortt.html.
Would you prefer that we perform the installation of the integration for you? That is possible. Send an email to webcare@webwinkelfacturen.nl with the request. For an installation, we charge € 39.50 excl. VAT. For installations, we require access to the webshop and the accounting system.
We can perform migrations for orders that took place in the past. The request procedure and method are described in this faq. For migrations we charge €67.50 excl. VAT per 1000 orders.