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Installation

Connect Visma e-conomic account

Customer Synchronization Rules

Connect Salesforce to Visma e-conomic

Configuration

Getting Started

Customer Sync Rules

Field Mappings

How to Perform Customer Sync

Gettting the Most Out of the App

Data Flow between Visma e-conomic and Salesforce

Data Flow between Visma e-conomic and Salesforce

Best Practices and Support

Best Practices and Support

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Salesforce e-conomic

Getting the Most Out of the App

Data Flow between Visma e-conomic and Salesforce

Data Flow between Visma e-conomic and Salesforce

The table below shows what data is synced between Salesforce and Visma e-conomic. The data flow is largely unidirectional from Salesforce to Visma e-conomic except for the invoice/quote PDF copy imported back into Salesforce as well as updated booked-invoice data synced into Salesforce.