Best Practices

1. Start with creating a test deal to verify all settings

2. Review the first few automated invoices carefully during the trial plan

3. Keep track of any manual adjustments needed

4. Document your configuration choices for ease of reference and training

Troubleshooting

1. Connection Problems:

• Verify Login/API credentials

• Check account permissions

• Ensure stable internet connection

2. Sync Issues:

• Verify matching fields are correctly mapped

• Check for duplicate entries

• Review error logs

Need help? Contact our support team:

• Book a meeting with our Integration Experts

• Email: support@cloudify.biz

• Support Hours: Monday-Friday, 9 AM - 6 PM CET

Next Steps

After completing the setup:

1. Run a test integration

2. Monitor the first few workflows

3. Train your team on the new workflow

4. Schedule a review after the first month

Remember, you can adjust these settings at any time by visiting the app-settings.

Looking for an advanced tailored integration solution based on your evolving business needs? Checkout our custom integration options here