Finance Managers streamlining billing processes
Pipedrive
Automatic deal to invoice or order creation
Comprehensive sync status log
Replay unsuccessful integrations
FAQ
What property should I use when searching for a customer in e-conomic during the setup process?
Most users typically use properties like email, phone, or VAT numbers. Whatever you choose, ensure it's a unique identifier in both systems and filled out consistently.
What happens if the property I've chosen for customer search is missing?
If the chosen property is missing, the sync process will fail and cause an error. You must ensure this property is always provided to avoid sync failures.
Can I choose the e-conomic customer number when creating a customer?
Yes, you have two options: let e-conomic auto-generate the customer number or take the customer number from a field in Pipedrive.
What is the function of the replay feature in the error log?
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.
