Overview

Installation

Connect Visma e-conomic account

Choose Your Subscription Plans

Invoice/Order Sync Rules

Customer Search Rules

Product Sync Rules

Configuration

Getting Started

Customer Settings

Product Settings

Invoice/Order Settings

Manage Your Plan

Get the Most Out of the App

Data Flow between Visma e-conomic and Pipedrive

Best Practices and Support

FAQs - Frequently Asked Questions

Pipedrive e-conomic

Getting the Most Out of the App

FAQs - Frequently Asked Questions

FAQs - Frequently Asked Questions

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 e-conomic invoices, orders or quotes

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

  • View financial information within Pipedrive contacts

  • Track sync-status in your deal notes

Q: What exactly does this integration do?

This integration helps you:

  • Turn your Pipedrive deals into e-conomic invoices, orders or quotes

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

  • View financial information within Pipedrive contacts

  • Track sync-status in your deal notes

Q: What exactly does this integration do?

This integration helps you:

  • Turn your Pipedrive deals into e-conomic invoices, orders or quotes

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

  • View financial information within Pipedrive contacts

  • Track sync-status in your deal notes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Q: I have connected my e-conomic account to Pipedrive 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?