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?

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 (or financial) data from e-conomic in Pipedrive?

Q: How do I update the booked invoice (or financial) data from e-conomic in Pipedrive?

Q: How do I update the booked invoice (or financial) data from e-conomic in Pipedrive?

Can other users within my company use this integration on their Pipedrive account?

Can other users within my company use this integration on their Pipedrive account?

Can other users within my company use this integration on their Pipedrive account?