Overview

Installation

Connect Visma e-conomic

Choose Your Subscription Plans

Invoice/Order Sync Rules

Customer Search Rules

Product Rules

Configuration

Getting started

Customer Settings

Product Settings

Invoice/Order settings

Get the Most Out of the App

FAQs - Frequently Asked Questions

Data Flow between Visma e-conomic and HubSpot

Best Practices and Support

HubSpot Economic

Getting the Most Out of the App

FAQs - Frequently Asked Questions

FAQs - Frequently Asked Questions

IMPORTANT: Always check the Notes section in your HubSpot deal to view the status of your integration run

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into e-conomic invoices or orders

  • Keep your HubSpot and e-conomic product and customer data in sync

  • View financial information within HubSpot contact and companies

  • Use the app as a workflow action in HubSpot Workflows

  • Track sync status in your deal notes

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into e-conomic invoices or orders

  • Keep your HubSpot and e-conomic product and customer data in sync

  • View financial information within HubSpot contact and companies

  • Use the app as a workflow action in HubSpot Workflows

  • Track sync status in your deal notes

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into e-conomic invoices or orders

  • Keep your HubSpot and e-conomic product and customer data in sync

  • View financial information within HubSpot contact and companies

  • Use the app as a workflow action in HubSpot Workflows

  • Track sync status in your deal notes

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order/quote creation was successful?

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order/quote creation was successful?

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order/quote creation was successful?

Q: I don't have access to HubSpot Workflows. What should I do?

Q: I don't have access to HubSpot Workflows. What should I do?

Q: I don't have access to HubSpot Workflows. What should I do?

Q: I have installed the app, but how do I create the invoice/order/quote now?

Q: I have installed the app, but how do I create the invoice/order/quote now?

Q: I have installed the app, but how do I create the invoice/order/quote now?

Q: Will the invoice/order/quote be directly sent to my customer after it is created?

Q: Will the invoice/order/quote be directly sent to my customer after it is created?

Q: Will the invoice/order/quote be directly sent to my customer after it is created?

Q: I do not want to create invoices/orders/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders/quotes?

Q: I do not want to create invoices/orders/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders/quotes?

Q: I do not want to create invoices/orders/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders/quotes?

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/order/quote?

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/order/quote?

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/order/quote?

Q: What if I don't want to manually go to each company or contact and update it?

Q: What if I don't want to manually go to each company or contact and update it?

Q: What if I don't want to manually go to each company or contact and update it?

Q: Can I connect my HubSpot account with multiple e-conomic accounts using Cloudify's app?

Q: Can I connect my HubSpot account with multiple e-conomic accounts using Cloudify's app?

Q: Can I connect my HubSpot account with multiple e-conomic accounts using Cloudify's app?

Q: I am unable to import my e-conomic customer and product data to HubSpot with this application.

Q: I am unable to import my e-conomic customer and product data to HubSpot with this application.

Q: I am unable to import my e-conomic customer and product data to HubSpot with this application.

Q: What if my HubSpot customer is not present in e-conomic? Will the integration work?

Q: What if my HubSpot customer is not present in e-conomic? Will the integration work?

Q: What if my HubSpot customer is not present in e-conomic? Will the integration work?

Q: What if my HubSpot product is not present in e-conomic? Will the integration work?

Q: What if my HubSpot product is not present in e-conomic? Will the integration work?

Q: What if my HubSpot product is not present in e-conomic? Will the integration work?

Q: I have connected my e-conomic account to HubSpot but I can't see the created invoice/order/quote in e-conomic

Q: I have connected my e-conomic account to HubSpot but I can't see the created invoice/order/quote in e-conomic

Q: I have connected my e-conomic account to HubSpot but I can't see the created invoice/order/quote in e-conomic

Q: How can I re-run failed integration attempts?

Q: How can I re-run failed integration attempts?

Q: How can I re-run failed integration attempts?

Q: Will I be charged if the integration fails due to a setting error at my end?

Q: Will I be charged if the integration fails due to a setting error at my end?

Q: Will I be charged if the integration fails due to a setting error at my end?

Q: I get the error "Workflow execution failed: <SKU should not be empty>". What should be done here?

Q: I get the error "Workflow execution failed: <SKU should not be empty>". What should be done here?

Q: I get the error "Workflow execution failed: <SKU should not be empty>". What should be done here?

Q: I have moved the deal from one stage to another, but the invoice/order/quote is not yet created

Q: I have moved the deal from one stage to another, but the invoice/order/quote is not yet created

Q: I have moved the deal from one stage to another, but the invoice/order/quote is not yet created

Q: The generated invoice/order/quote is missing some information, how can I correctly update this information?

Q: The generated invoice/order/quote is missing some information, how can I correctly update this information?

Q: The generated invoice/order/quote is missing some information, how can I correctly update this information?

Q: How do I update the booked invoice data from e-conomic in HubSpot?

Q: How do I update the booked invoice data from e-conomic in HubSpot?

Q: How do I update the booked invoice data from e-conomic in HubSpot?