IMPORTANT: Always check the "All" subsection under the History section of your Pipedrive deals to view the status of your integration run.

Q: What exactly does this integration do?

This integration helps you:

• Turn your Pipedrive deals into Business Central invoices or Orders

• Keep your Pipedrive and Business Central product and customer data in sync

• View financial information within Pipedrive contacts

• Track sync-status in your Pipedrive deal notes

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

Expand the "History" section in your Pipedrive deal to view the integration updates. You will find the PDF copy of the successful invoice attached. Please note that Business Central does not provide a PDF copy of the sales order, just the sales invoice PDF back into Pipedrive. If the integration ran into any errors, error logs will be shown as well. You can make necessary changes and then click on the 'Replay' button in the notes to re-run the integration.

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

Set up triggers for specific deal stages in My apps > Business Central Integration > Settings > Invoice/Order

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

No. The integration only creates a draft invoice/order in Business Central. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.

Q: Can I connect my Pipedrive account with multiple Business Central accounts using Cloudify's app?

No. You can only connect one Business Central account to one Pipedrive account at a time. However, you can connect a new Business Central account if needed, by disconnecting the existing Business Central connection.

Q: Can I connect multiple Business Central environments to Pipedrive using this integration?

At the moment, only a single environment can be connected.

Q: I am unable to import my Business Central customer and product data to Pipedrive with this application.

The integration syncs customer and product data from Pipedrive to Business Central only, not the other way around.

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

You need to manually open each company or people in Pipedrive respectively and click on "Update" in the CRM card.

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

In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.

Q: What if my Pipedrive contact is not present in Business Central? Will the integration work?

Yes. The integration will create a new customer record in Business Central using the information from your Pipedrive person/organization added in the deal.

Q: What if my Pipedrive product is not present in Business Central? Will the integration work?

The app provides you three options to choose from if a product from Pipedrive is not found in Business Central:

1. Take no action by skipping invoice/order generation

2. Choose from a default product that serves as a placeholder

3. Create a new product in Business Central

Q: I have connected my Business Central account to Pipedrive but I can't see the created invoice/order in Business Central

Check:

1. Your Pipedrive deal notes for any sync errors

2. Your Business Central connection status

3. If needed, try the "Replay" option in deal notes

4. Contact support@cloudify.biz if issues persist

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

Use the "Replay" option in your deal's history notes. This allows you to retry any failed sync attempts.

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

Failed integration attempts are not counted towards your usage. You will only be charged for successful invoice/order creations.

Q: I get the error "Workflow execution failed: Error while creating customer". What should be done here?

This error could come up due to two major reasons:

1. Limited permissions in Business Central (Check with your Business Central admin if the connected BC account has the required licenses and permissions for customer creation in Business Central)

2. No templates assigned to a customer (Watch this video to learn how to enable this)

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

1. If a pipeline is added in the Invoice/Order Sync rules of the app

2. Your Pipedrive deal notes for any error messages

3. If all required information is present in the deal

4. Your Business Central connection status

Q: I'm seeing an error message that says "Products are not enabled for the company". How do I fix this?

To resolve this issue, you need to enable Products in your Pipedrive account:

1. Click on your profile icon in the top-right corner of Pipedrive

2. Select "Tools and apps" from the dropdown menu

3. Click on "Products"

4. Click the button to enable products for your company

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

1. Go to the "My apps" section on Pipedrive and select the app

2. Navigate to "Settings"

3. Review and update your field mappings for invoice/order

4. Save your changes

5. Try creating the invoice/order again using the 'Replay' button in your Pipedrive deal notes

Q: How do I update the booked invoice (or financial) data from Business Central in Pipedrive?

Go to 'People' or 'Organization' in Pipedrive, select a contact and click on the "Update" option in the Business Central integration card on the left panel. This will update the booked invoices financial data for that particular person or organization

For any persistent issues or questions not covered here, please contact support@cloudify.biz for assistance.