Visma e-conomic sync Integration Overview
Elevate your sales process with Cloudify's Visma e-conomic Sync App on Pipedrive! Seamlessly create invoices from deals, access a detailed overview of customer sales history, and effortlessly re-trigger failed integrations, all within Pipedrive. This powerful integration streamlines your workflow and reduces errors, giving you more control and efficiency. Experience the transformation today with Cloudify's Visma e-conomic integration on Pipedrive!
Pricing
Trial
Free credits to try the integration
Free
No charges or time limit
Sync contacts and deals
All premium plan features
Customise rules for sync
Premium
Integrate your customers & deals
DKK 99
Pay as you use @ 1 DKK/sync
Create invoices and customers from Pipedrive to e-conomic
Custom rules and mapping for creating customers and invoices in e-conomic
Re-trigger failed sync from Pipedrive activity log
FAQ
Most users typically use properties like email, phone number, or VAT number. Whatever you choose, ensure it's a unique identifier that exists in both systems and is filled out consistently.
If the chosen property is missing, the sync process will fail and cause an error. You'll need to ensure that this property is always provided to avoid sync failures.
Yes, you have two options: let e-conomic auto-generate the customer number or take the customer number from a field in Pipedrive.
The replay feature allows you to replay the sync process directly from within Pipedrive after you've corrected any error that caused the initial sync to fail.
Invoice sync preferences define how the integration should handle invoice creation, specifically which products should be added to the invoices and when the invoices should be created.
During setup, you can choose whether to not generate the invoice or use a pre-chosen product from e-conomic to create the invoice line item.