An E-conomic source is a live link between your E-conomic agreement and Metriks. Once connected, Metriks continuously pulls invoices, customers and products from E-conomic so your SaaS metrics — MRR, churn, retention, LTV — stay accurate without manual exports.
This guide walks you through the full setup: adding a new source, authorizing Metriks against your E-conomic agreement, configuring customer acquisition cost accounts, and verifying that the first sync completed successfully.
You need administrator access to both your Metriks workspace and your E-conomic agreement. The authorization flow opens E-conomic in a new tab and asks you to grant Metriks read access — the user signing in must be authorized to do that.
Open the product and go to Settings → Sources — the page heading is Data Sources. Click Add Source in the top-right corner of the list.
The Add a data source dialog opens. Under Integrations, pick the E-conomic tile ("Sync invoices automatically"). The Source name field at the bottom of the dialog becomes active — give the source a clear name. If you only have one E-conomic agreement, the default works fine. If you connect multiple agreements (one per company, for example), use a name that makes it obvious which agreement is which.
Click Add Source to create the source. Metriks now shows the source in New Source state — created, but not yet connected to E-conomic.
Open the source by clicking the row in the list — the Source Settings dialog opens. When the source isn't connected, the dialog shows the status explanation "Your source isn't connected to E-conomic yet." and a Connect Now button. Click it, and a new tab opens with the E-conomic OAuth flow.
Sign in to E-conomic and review the permissions Metriks is requesting. We only ask for read access to invoices, customers, products and the chart of accounts — nothing else. Metriks never writes to E-conomic during sync, and never sees data outside your agreement.
Return to the Source Settings dialog, tick I confirm I have logged into E-conomic, and click Finalize Connection. Metriks remembers that a connection attempt is in progress and re-opens the OAuth flow from the right place — no need to delete and recreate the source.
As soon as you complete the OAuth handshake, Metriks queues a full sync. The first sync pulls every invoice in your agreement plus the related customers and products, so it can take a few minutes for large accounts.
During the sync, the source status shows Syncing. When it completes, the status flips to Active with the explanation "Source is connected and syncing automatically.", and the Last updated timestamp updates. From this point on, Metriks polls E-conomic in the background and keeps your data fresh.
Once the source is connected, there are two classification settings that make Metriks calculate your numbers correctly — and they live in two different places.
Open the Accounts row in Source Settings and click Configure. The Configure Accounts dialog tells you exactly what it does: "Choose the accounts that contain your marketing and sales costs. These will be included in the calculations for the Customer Acquisition Costs." In other words, pick the accounts in your E-conomic chart of accounts that hold marketing and sales costs — those are the ones that feed into Metriks' Customer Acquisition Cost (CAC) calculation. This setting does not affect MRR or churn.
Classifying what counts as recurring SaaS revenue (MRR/ARR) happens per product — not per account. Go to Settings → Products. For each product synced from E-conomic you can:
- Turn on the Recurring toggle if the product is a subscription or recurring service (it then feeds into MRR, ARR, churn and retention). Leave it off for one-off sales like hardware or setup fees.
- Set Length (months) for recurring products so Metriks knows the typical subscription period.
- Turn on Group as 'Other' if you want the product's revenue collected under an "Other" bucket in breakdowns.
See our companion guide on Accounting practices for optimal use of Metriks. It walks through the typical Danish chart of accounts, which accounts are most often used as CAC inputs, and how products are typically classified as recurring vs. one-off.
- Invoices — both drafts and booked invoices, including credit notes. Metriks reconciles each invoice against its lines, dates and customer.
- Customers — including company name, registration number, contact details and trading status (active / on hold / blocked).
- Products — used to enrich invoice lines with product names, groups and pricing history. Recurring vs. one-off classification of the synced products lives in Settings → Products.
- Accounts — the chart of accounts, so you can pick in the Configure Accounts dialog which accounts should count as marketing/sales costs in the CAC calculation.
Metriks performs incremental syncs on a regular cadence — typically every few hours. You can also trigger a sync manually from the source settings: open the source, click Sync now, and Metriks fetches any changes since the last sync.
A full re-sync runs automatically if Metriks detects a gap, but you usually don't need to think about it. The Last updated timestamp in the source settings tells you when the latest successful sync finished.
A sync error usually means E-conomic returned a permission error or a rate limit. Open the Source Settings dialog, click Retry sync, and watch the status. If the same error repeats, use Disconnect E-conomic in the Danger zone and reconnect the source via Connect Now — this re-issues a fresh OAuth token and resolves the most common credential issues. Need a hand? Reach out to support@metriks.dk.
Disconnected means the OAuth token Metriks holds is no longer valid — this happens if the user who originally authorized Metriks has been removed from the E-conomic agreement, or if the token has been revoked. Open the Source Settings dialog, click Connect Now, and sign in again as an active user with administrator access.
Two common causes: (1) the invoice contains a product that isn't flagged as Recurring in Settings → Products — turn Recurring on for the relevant product so the line counts in MRR; (2) the invoice is still in draft state in E-conomic. Metriks imports drafts, but only booked invoices count in MRR. Book the invoice in E-conomic and click Sync now in Source Settings to pick up the change.
With a connected E-conomic source, you can move on to setting up AutoInvoice to automate invoice generation, or jump into the dashboards to explore MRR, churn and retention. Need to import data from another system alongside E-conomic? See the Custom source guide.
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