shopify - twinfield: Manual

1.Introduction

This is the manual for the integration between Shopify and Twinfield.

This integration ensures that orders from the Shopify webshop are automatically processed to draft entries or invoices in Twinfield. Because the orders arrive directly in the retailer's accounting system, this saves time on the financial administration.

Are you using the Shopify POS then the sales from this POS of one day can be placed as one journal entry in Twinfield. This option can be requested via webcare@webwinkelfacturen.nl. Additional costs are associated with this option. It is also possible to process payments for the Shopify orders to Twinfield. This can be requested via webcare@webwinkelfacturen.nl.

The option processing of payments is only available if the orders are processed to Twinfield draft entries. This option is not available for Twinfield invoices. Additional costs are charged for this option.

Please pay special attention to the following

This integration is a financial integration. It is not a logistics integration. The integration is not suitable for updating customers in Twinfield, printing packing slips, or synchronizing products/inventory. The integration works only with the payment status in the Shopify order, where you can configure which statuses should trigger forwarding the order (for example 'processing', 'paid' / 'refund'; multiple statuses are possible).
An order is forwarded to Twinfield only once. Changes made after the order has been forwarded will not be applied in the accounting system. Any adjustments must therefore be handled via the refund process in Shopify or updated manually in Twinfield.
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.
Tip: Other customers using this integration found the tips in the FAQ for Shopify and in the FAQ for Twinfield.

Read more Introduction .... Read less Introduction ....

Install integration
You install this integration from the Shopify App store. If you search for webwinkelfacturen, our apps will appear automatically. You can recognize us as a supplier by the blue gear icon. If you click on the App, you will see a description and the Add app button. Upon activation, you will be automatically guided through the configuration screens.

When you click the Add app button, you must first authorize the integration to read and possibly even write data from your webshop. This is indicated in the next screen. You also need to approve the monthly fee for the integration. Once you have approved the monthly fee, the connection with Shopify is established and you will be automatically redirected to your personal dashboard.
The installation is complete when both connection dots are green, and the settings in the Configuration tab have been entered and saved.

Important: Once the integration is installed, always log in to the dashboard via https://uwkoppeling.webwinkelfacturen.nl, and not via the appstore

There is a 30-day free trial.

The integration is a real-time integration. Once an order has reached a certain status, it will be processed to your accounting system as quickly as possible.

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
If you want to terminate the integration, you can simply remove the app from the app store in your backend.

Are you switching to another accounting system and want to create a new integration? You can install the new app from the app store in your backend. Make sure you are logged out of the dashboard of the old integration and preferably start the new installation in an incognito browser.

Are you switching to another webshop system? Via our integrations page you can see whether you install it from the relevant app store, or by means of an installation link.

Has the installation been successful, but do you see in the dashboard of the integration the old license key still present when you click the dropdown arrow next to the key (even though that app/key has been deleted)? If so, please send us an email requesting that the old key be removed.

2.How the integration works

A order from the Shopify webshop can be processed to Twinfield as a Twinfield draft entry or invoice. The option draft entry is default and is used most often. The option invoices can be requested from us. For the option invoices you need the paid invoice module, see also the FAQ.

It is also possible to process the payments based on the orders from to Twinfield. This is only available if the orders are processed to Twinfield draft entries. For Twinfield invoices, this option is not available.

Shopify works with webhooks. We receive a notification whenever a new order is created in your webshop or when an order is changed. If the order order can be processed—this depends on the status—the integration places the order order in the processing queue. Depending on the processing queue's volume, the order will be processed quickly or slightly later. Generally, queues move quickly.

In addition to the webhooks, a sweep is done daily. This means that the integration checks daily whether all webhooks have been received correctly. If any webhooks are missed, those orders are still retrieved and forwarded.
Read more How the integration works .... Read less How the integration works ....

Processing daily revenue
When processing daily revenue, the integration creates a journal entry containing the sales and payments of the previous day. This can be split by VAT rates or based on categories.

Note: Foreign orders are never part of the daily invoice. Foreign orders are orders delivered outside the country of the webshop. If a daily invoice is chosen, payments can no longer be processed separately. That option will no longer be available.

Pre-check orders
At the start of processing an order, we perform a number of checks on the Shopify order:

It is checked whether the total of the Shopify order is equal to the sum of the amounts in the order lines plus the shipping cost amount.
If the order is an ICP order, the VAT number is checked.
It is checked whether a corresponding VAT code exists in Twinfield for the VAT in each line.
It is checked whether the order has not already been processed.

Pre-check payments
A payment is only added if the status of the payment is succes. A payment is only processed if the corresponding order has been processed first.

Processing order
Processing a Shopify order to Twinfield takes place in two steps:

It is checked if the customer already exists in Twinfield. If not, the customer is created. Matching is based on the email address.
The Twinfield transaction (draft entry, invoice) is created and processed.

Process payments
When processing a payment, the integration first looks up the draft entry in Twinfield that belongs to the payment. The integration uses the following criteria to search for the draft entry:

A match is performed on the amount
If a customer email address is available, a match is performed on this email address
A match is performed on the order number and the description in the payment

If the draft entry in Twinfield is found, the memo entry is created. If the draft entry is not found, the integration will attempt to find the entry for another three days. Should the draft entry arrive later, it can be processed via the blue Process button on the dashboard.
After processing the payment, the integration will reconcile the payment and the draft entry against each other.

Post-check
After the order has been forwarded and a success message from Twinfield has been received, the order is marked as handled. The Shopify order appears at the Reporting tab on the dashboard.

If Twinfield 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.

When forwarding the payment, the payment is also registered so that it cannot be processed again. Payments can also be reviewed via the dashboard.
Data
Information about the data that is processed can be found in the section Day-to-day: To Twinfield later in the manual.

3.Preparation Twinfield

To connect with Twinfield, your own username/password is required to log in. The connection must be established using this username/password.

4.Installation

After installation, check using this FAQ, whether the integration works.

You install the integration between Shopify and Twinfield from the Shopify App store. First, the connection with your webshop is established and you authorize the integration to read data from your webshop. If you use the Shopify POS (Shopify POS) and want to administer the revenue from this POS per day as one journal entry in Twinfield, please contact us. For this extra option, a modest fee of $5 extra per month will be charged.

Activating the integration now continues with:
1. Accepting the terms and conditions.
2. Establishing the connection with Twinfield. This authorizes the integration to write transactions to your Twinfield administration and read information.
3. The configuration itself.
Read more Installation ....Read less Installation ....

Accept terms and conditions
Before the integration can be used, the terms and conditions must first be accepted. The terms and conditions are based on the general ICT Terms and Conditions (industry organization) and the general GDPR guidelines.

Twinfield connection
The connection with Twinfield is handled via OAuth. Ensure you are logged out of Twinfield before starting the connection. Now click the red Connect button. A login screen for your Twinfield account will automatically appear. Once you log in, you will see a screen asking if you allow the connection. If you confirm this, the connection with Twinfield will be established.

If you want to re-establish the connection at a later time - for example because you want to use a different one - you can do so by clicking the Connect button.

Processing status
You can specify which statuses orders should be processed to Twinfield. You can select multiple statuses. The integration will never forward orders twice. The integration is protected against this.

Administration and debtors account
It is important that after establishing the connection with Twinfield, you first set the administration code of your Twinfield administration. You can also change the debtors dimension. The default in Twinfield is a debtors dimension 1300.

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 Twinfield. You can always make changes by clicking the blue 'Edit' button and selecting an option from the drop-down menus.

In the VAT rates, the integration shows a standard list of VAT rates and all EU countries. By default, the Dutch or Belgian VAT rates are filled in. The VAT percentages can be adjusted. For example, in the case of OSS, the German high VAT percentage can be adjusted to 19%.

It is possible to work with the VAT rates in the webshop. You can adjust this at the Configuration tab of the dashboard, under the option All Settings > Contract. 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
When processing orders without processing payments, a link can be established for each payment method in with a fixed debtor. The list of debtors contains the Twinfield debtors with the specific substring WWF_. See this faq for more information, if the list is empty.

If the payments are processed, a link is established between payment methods in webshop and clearing accounts from Twinfield. The possibility to assign payment methods to fixed debtors will then lapse. Processing payments is only possible if the orders are processed to Twinfield draft entries. It is not possible if the orders are processed to Twinfield invoices.

Please note: Unfortunately, Shopify does not allow us to read the payment methods you use in your webshop. Therefore we work with a fixed list of payment methods. It may be that there are payment methods listed that you do not use and that there are payment methods not listed that you do use. There is a workaround for this, described in this faq.

Categories
It is possible to process revenue based on product categories. You can configure the general ledger accounts here. We recommend a maximum of 40 categories, and there is a technical maximum of 99 categories. When accounts are configured at the category level, they take precedence. The revenue accounts set under the VAT rates will no longer apply.

5.Day-to-day: From Shopify

Processing schedule: Shopify works with webhooks. We receive a notification as soon as a new order is created in your webshop or if an order changes. If the order can be processed - this depends on the status - then the integration places the order in the processing queue. Depending on the activity in the processing queue, the order is processed quickly or slightly later. In general, the queues move quickly.

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 Twinfield.

The integration performs an extra check for orders in the Shopify webshop that are loaded from Bol.com or Amazon. This loading happens via an external app that the Shopify merchant can enable. For these imported orders, the integration performs an extra check whether the VAT is present in the order. If not, the order will not be processed. See our FAQ for more information.

Old orders processing
It is possible to process orders that are already in the Shopify webshop via a migration. You can request this via webcare@webwinkelfacturen.nl. We ask a modest fee for this. We cannot process orders from more than two years ago.
Note: Because the Shopify integration works with webhooks, you should not import orders retroactively in your Shopify webshop after activating the integration. If you do this and for example import 500 orders at once or change the status of 500 orders, our platform will receive all these changes and start processing them. This creates a disproportionate load on our network.

Processing daily revenue
When processing daily revenue, the integration retrieves the receipts from the previous day from the POS system in the morning. The integration combines these receipts into one journal entry and places it in Twinfield.

Payments (if activated)
When processing payments, the integrations checks daily the Shopify orders that have been successfully processed to Twinfield. If the order has a valid payment—a transaction with the success status—then that payment will also be processed to Twinfield. Checking Shopify orders is performed six times per day.

Note: The integration does NOT process payments for returns. This is because returns often don't go through the payment integrations, resulting in incorrect payments being processed in Twinfield.

Refunds
If you want the integration to process refunds in addition to orders, you can enable the status refund or partially_refunded in the Configuration tab under Status process sales. Refunds must be created correctly in Shopify, meaning the refund must be applied to the order lines. Unfortunately the integration cannot process a refund that only contains an amount. For more information see: FAQ.

Please note: For refunds, the integration goes back a maximum of 30 days in time. Also, the integration only processes a refund if the integration has previously processed the order to which the refund relates.

Please pay special attention to the following
The integration will not read or pass many fields from a Shopify order to Twinfield. In particular, the note_attribute fields and the custom fields are not included. This is because different webshops use these fields differently. Because our integrations must work for all webshops, we cannot configure this for individual merchants.

Pay special attention to fields that are added via a plugin. There is a significant chance that the integration will not process these fields.

Field-level specification orders

Specification Shopify order. +-

Below is an elaboration at field level when retrieving orders. The general values in the order and the order rules are discussed, the shipping costs and the debtor details.
Name field	Values from Shopify order
Order-identifier	[id]
Order number	Is determined as follows: If the merchant has filled in a default prefix, the order number starts with this prefix. Shopify retailers use these prefixes to distinguish between different webshops if they sell from multiple webshops. The prefixes are NOT intended to make a distinction in years. The [order_number] field is added If the field [name] is filled in the order and the value of [name] is not part of the field [order_number] then - [name] is added to the order Example: If a prefix WW1- is set, and the order [order_number] has 5374 and [name] BOL - 1234567 then the full order number becomes WW1-5374 - BOL - 1234567.
Invoice number	Is determined as follows: If for the Shopify merchant it is set that the Payment-id must be used, then the invoice number is set equal to the payment-id. This option can be used, for example, to pass the Mollie transaction ID from the order to the accounting system. In all other cases, the invoice number is set equal to the Shopify checkout-id
Booking date	[created_at]
Order date	[processed_at]
Status order	[financial_status]
Payment status	if the status of the order is paid then paid, otherwise no payment status
Payment reference	[order_number]
Affiliate number	Is determined as follows If present, the payment_id from the [transactions] of the Shopify order is used If this payment_id is present, it is checked whether a reference to a Bol occurs anywhere in the note_attributes of the order and the value stated there is added to the affiliate number. The latter is often not necessary because the Bol reference also appears in the [name] of the order.
Valuta	[currency] if present
Payment method	field [gateway] in [transactions]
Order total incl. VAT and discounts	[total_price]
Total VAT order incl. discounts	Value in [total_tax], or, if that value is 0, the value from [current_total_tax]. When using [current_total_tax], there's an additional check. The VAT lines in the order must add up to the value in [current_total_tax].
Order total excl. VAT and discounts	Difference between the two lines above
ICP indication	The integration determines as follows whether it concerns an ICP order: If the merchant has configured a margin, it is never an ICP order If the delivery address is known, the country from the delivery address is used to determine whether it is an ICP order. If the delivery country is not known, the country in the billing address is used. If the country is not an EU country, then it is not an ICP order If the country is the same as the country of the webshop, it is not an ICP order. Therefore, an order to a Dutch address from a Dutch webshop is never an ICP order. Likewise, an order to a Belgian address from a Belgian webshop is also never an ICP order. If the order total equals 0, it is never an ICP order. The reason is that with a 0-euro order it cannot be determined why the order has 0-euro VAT — whether it is because it is ICP or not. For ICP orders a VAT number is mandatory. To avoid this additional restriction, the integration determines that ICP does not apply to a 0-euro order. If the VAT is not equal to 0, with or without discount, then it is never an ICP order In all other cases it is an ICP order.
International indication	The integration determines as follows whether it concerns an international order: If the delivery address is known, the country from the delivery address is used to determine whether it is an ICP order. If the delivery country is not known, the country in the billing address is used. If the country is an EU country, then it is not an international order If the integration has a separate VAT configuration for the country, it is not an international order. This applies for example to countries such as Norway, Switzerland and the United Kingdom. If the order total equals 0, it is not an international order. For 0-euro orders the integration cannot calculate VAT correctly. If the VAT is not equal to 0, with or without discount, then it is not an international order In all other cases it is an international order.
Discounts	Discounts are determined as follows: For all lines, the discounts are added together and the shipping cost discount is also added This amount is compared with the total discount on the order - field [total_discounts] An extra discount line is added with the difference between the above values if this difference is not equal to 0 Subsequently, all discount rules are grouped per VAT percentage and the VAT codes / accounts from Twinfield are determined.

Specification Shopify order lines. +-

To read the order lines, the integration retrieves the [line_items] field. Multiple order lines can be included in the order, and the integration reads these lines one by one.
Name field	Values from Shopify order line
Productid	[product_id]
categoyid	Category associated with the product
Amount	[quantity]
SKU	[sku]
Description	[name]
VAT percentage	The VAT percentage is determined as follows: If the field [tax_exempt] in the order has the value 1, then no VAT is charged. If the field [taxable] in the order line has the value 0 or is empty, then no VAT is charged. If the line price after applying a possible discount equals 0 — meaning a free product — then the VAT percentage used is the one listed in [tax_lines]. In practice [tax_lines] usually consists of one line. If the amount in the line is not equal to 0, the VAT percentage is only used if the VAT amount in [tax_lines] is not equal to 0. If the VAT amount equals 0, a VAT percentage of 0% is used for this order line.
Amounts excl. VAT	The amounts excluding VAT are determined as follows: If the webshop uses prices excluding VAT, then the line price excluding VAT equals [price] If the webshop uses prices including VAT, then the line price excluding VAT equals [price]/(1 + VAT percentage) For unit prices, meaning prices per item, the line price is divided by the value in the field [quantity]
Amounts incl. VAT	The amounts including VAT are determined as follows: If the webshop uses prices including VAT, then the line price including VAT equals [price] If the webshop uses prices excluding VAT, then the line price including VAT equals [price] (1 + VAT percentage)* For unit prices, meaning prices per item, the line price is divided by the value in the field [quantity]
Discount in order line	The discount in the order line is determined as follows: If the field [total_discount][ in the line has a value not equal to 0, that value is used as the line discount. Otherwise the integration checks the values in [discount_allocations] and uses the sum of the fields [amount] in those lines as the discount. For discounts, the inclusive/exclusive VAT handling depends on the webshop settings. Using the VAT percentage, the correct amounts for discounts including and excluding VAT are calculated.
VAT code and accounts Twinfield	These are determined based on the settings, the VAT percentage and the delivery country. This also takes into account whether it is an ICP or international order. When processing by categories, the revenue account of the category is used. This can be set via the dashboard.

Specification Shopify shipping costs. +-

To read the shipping costs, the integration uses the field [shipping_lines]. There can be multiple shipping lines. For the name and VAT percentage only the first line is used, while the amounts from all shipping lines are summed. In most cases there will be only one shipping cost line.
Name field	Values from Shopify order line
Description	[title] from the first shipping cost line
VAT percentage	Sum of the values in field [rate] from the [tax_lines] in the first shipping cost line.
Shipping costs excl VAT	The shipping costs excluding VAT are determined as follows: If the webshop uses prices excluding VAT, the shipping costs excluding VAT equal the sum of the fields [price] in the shipping lines. If the webshop uses prices including VAT, the shipping cost excluding VAT equals the sum of the fields [price]/(1 + VAT percentage) in the shipping lines.
Shipping costs incl VAT	The shipping costs including VAT are determined as follows: If the webshop uses prices excluding VAT, the shipping costs excluding VAT equal the sum of the fields [price] in the shipping lines. If the webshop uses prices incl. VAT, the line price incl. VAT is equal to the sum of the fields [price] (1 + VAT percentage)* in the shipping lines.
VAT code and accounts Twinfield	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 Shopify customer. +-

Name field	Values from Shopify customer
Email	If present [email] otherwise [contact_email]
Invoice address	If present based on [billing_address] in the Shopify order First name - [first_name] Last name - [last_name] Company name - [company] Addressline1 - [address1] Addressline2 - [address2] Zipcode - [zip] Phone nr - [phone] City - [city] Iso-countryode - [country_code] Country - is calculated based on the iso country code If there is no billing address and there is a shipping address, then the billing address is set equal to the shipping address. If there is no billing address and no shipping address, the information in [customer] and [customer][default_address] is checked.
Shipping address	If present based on [shipping_address] in the Shopify order First name - [first_name] Last name - [last_name] Company name - [company] Addressline1 - [address1] Addressline2 - [address2] Zipcode - [zip] Phone nr - [phone] City - [city] Iso-countryode - [country_code] Country - is calculated based on the iso country code If there is no shipping address, so [shipping_address] does not appear in the order, the shipping address remains empty.
VAT number	The VAT number is determined as follows: The list [note-attributes] is read per line. If the name equals vatnumber, vat_number, vatnr, vat_nr, vatid, vat-id, vat_id or Vat Registration Number, the value in that line is used as the VAT number. If no VAT number is found, the integration checks the information in [customer][note]. If the value in [customer][note] has a maximum length of 34 characters and the first two letters match the first 2 or 3 characters of [customer][note], then that value is used as the VAT number. Note: Greece uses a different country code, namely EL. This is taken into account in this step. If the VAT number is still not found, the integration checks whether the value in [customer][note] starts with the text vat registration number. If so, the text after : is taken as the VAT number. If no VAT number is found, the integration checks the information in [note]. If the value in [customer][note] has a maximum length of 34 characters and the first two letters match the first 2 or 3 characters of [customer][note], then that becomes the VAT number. Please note: A different country code applies to Greece, namely EL. This is taken into account in this step. If a VAT number is found in one of the above steps, the integration checks its validity via the VIES validation service. If it is a valid VAT number it will be used, otherwise the VAT number remains empty.

Specification Shopify payments. +-

This is used when payments are processed separately to Twinfield. This option can be requested via webcare@webwinkelfacturen.nl. Additional costs are associated with this option.
To determine the payment details, the integration uses the field [transactions]. Multiple payments may have been made for an order, so with multiple payment methods. At this moment, only the first payment is used, so [transactions][0].
Name field	Values from Shopify order
The paid amount	[amount]
Valuta	[currency]
Payment method	[gateway]
Status	[status]
Transaction-id	[authorization]
Payment date	[processed_at]

6.Day-to-day: To Twinfield

Create draft entries
For orders in Shopify, draft entries or invoices can be created in Twinfield. The option draft entry is default and is used most often. The option invoices can be requested from us. For the invoices option, you need the paid invoice module, see also the FAQ. If you are in doubt between draft entries (financial transactions) or invoices, we recommend draft entries / transactions.

Create debtors
When processing customer information, it is first checked whether the customer has been processed before. If so, this Twinfield debtor is used as the debtor for the Twinfield transaction. If the customer is not yet known, they are added to Twinfield. Matching is based on email address.
Please note: The integration only creates debtors. The integration does not modify debtors.

Create payments
Payments from Shopify are imported into as memo entries. A memo entry consists of two lines, one line for the payment and one for the associated sales entry. If the sales entry for the payment cannot be found, the memo entry cannot be created.
Please note: we can only process payments if they are processed to draft sales entries, not with invoices. Additionally, the invoice number that is in the outstanding sales entry in Twinfield must be present in the payment transaction of the sale.

Reconcile
After processing the payment, the integration will perform an additional action to reconcile the payment and sale.

Automatically sending invoices
The integration cannot automatically have Twinfield invoices or draft entries sent from Twinfield.

Field-level specification Twinfield

Field-level specification of the Twinfield draft entry. +-

Name	Example	Note
@attributes
destiny	temporary
raisewarning	true
header
code	VRK
office	300333
invoicenumber	5869	order number or invoice number
date	20230203	order date
Currency	EUR	Default, variable on request.
Totalline
type	total
id	4	debtor id
dim1	1600	Debtor dimension
dim2	4539	Debtor dimension
debitcredit	debit
value	82.20	Total price Incl. VAT
basevalue	82.20	Total price Incl. VAT
description	4121	Description: order number, or invoice number - this cannot be adjusted.
Detaillines
@attributes
type	detail
id	5
dim1	2000	Debtor dimension
debitcredit	credit
basevalue	33.47	Line price Excl. VAT
value	33.47	Line price Excl. VAT
description	24 pcs Prof. drawing paper.	Product description, max length 35.
vatvalue	7.03	VAT amount
vatcode	VH	VAT code
Cost center		1 default cost center per integration.
ICP	If it is an ICP entry:
Performancetype	goods
Performancecountry	[isocountry]	Country of delivery
Performancevatnumber	[vatnr]	VAT number
In the VAT amounts, any rounding difference is processed if the rounding difference is at most 5 cents.

Field-level specification of the Twinfield invoice. +-

Name	Example	Note
header
office	KJ903932
invoicetype	INVOICE	This cannot be adjusted.
invoicedate	20230308	order date
headertext	Order 3234002342	If the invoice number is equal to the order number: Order order number Otherwise Invoice invoice number.
customer	9023	Customer code
currency	EUR	Default, variable on request.
status	draft
Payment method	Bank
Detailline
@attributes
id	4
article	0
description	70 x 70 painter's canvas	Description
quantity	9	quantity
units	1
unitspriceexcl	21.50	unit price excl. VAT
dim1	3456	Ledger account
vatcode	VH	VAT code

Field-level specification of the Twinfield customer. +-

Name	Example	Note
name	[name]
website
Cocnumber	[coc]
VATnumber	[VATnr]
Address
contact	[firstname][lastname]
Country	[isocountry]
City	[city]
Postal code	[zipcode]
Phone number	[telnr]
Email	[email]	not longer than 200 characters.

Detailed specification at field level Twinfield payment. +-

Name	Example	Note
Payment line		The information of the payment.
Suspense account	As set in the configuration tab of the dashboard.	This is the field dim1 in Twinfield
Type	debit	This is the field debitcredit in Twinfield
Description	[transaction_id] payment
Invoicenumber	[ordernumber]	If the length > 40, the last 40 characters are shown. This is to keep the invoice numbers unique.
Amount	Amount from the payment
Sales line		The information from the sales entry.
Debtors-account	1300	This is the field dim1 in Twinfield. This is usually 1300 but can be adjusted in the configuration tab of the dashboard.
Customer code	[Debtor code]	This is the field dim2 in Twinfield
Type	credit	This is the field debitcredit in Twinfield
Description	[ordernumber]	If the length > 40, the first 40 characters are shown.
Invoicenumber	[ordernumber]	If the length > 40, the last 40 characters are shown. This is to keep the invoice numbers unique.
Amount	Amount from the sale

7.Support

We believe it is important that you as online retailer 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 ....

Explanation tabs dashboard

On the Dashboard >> Report you can see which orders from your Shopify webshop, and when, have been transferred to Twinfield.

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 Twinfield

If orders are missing in Twinfield 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:
1. Check the error code and verify whether you can resolve it yourself.
2. If yes resolve the issue and click the blue Process button to resubmit the order.
3. If not use the red Report problem button to create a ticket with us.
4. 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 Twinfield (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 webcare@webwinkelfacturen.nl. 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: https://faq.webwinkelfacturen.nl/category/31/shopify.html and https://faq.webwinkelfacturen.nl/category/41/twinfield.html.

Would you prefer us to handle the installation of the integration for you? That is possible. Send an email to webcare@webwinkelfacturen.nl with your request. We charge €39.50 excluding VAT for an installation. 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.

Manual: Shopify - Twinfield