IMPORTANT: Always check the mapping settings in your Pipedrive account to ensure proper data synchronization

Q: What exactly does this integration do?

This integration helps you:

• Automatically fetch and validate company information using VAT numbers

• Keep your Pipedrive CRM data accurate and up-to-date

• Access official company data from government databases

• Perform bulk updates of company information

• Track data synchronization status

Q: How do I install the integration?

1. Click "Install Now" in the Pipedrive marketplace

2. Select the Pipedrive account where you want to install the app

3. Click "Allow and Install"

4. Grant the necessary permissions The app will be installed automatically on the selected account

Q: How does the mapping configuration work?

The mapping process involves:

1. Select your country from the dropdown menu

2. Review pre-mapped fields (Company Name, Address, etc.)

3. For unmapped fields (shown as 'Not Mapped'), click 'Actions' to assign a Pipedrive property

4. Create new Pipedrive properties if needed

5. Ensure all mandatory fields are mapped (Company Name is required for all countries)

6. Click 'Save Mappings' when finished

Q: What country-specific data fields are available?

Different countries have specific data fields:

• Australia: state and zip code

• Finland: city and language

• Denmark: registration number, phone, and email

• Norway: municipality, industry description, state, zip code and extra information

• Switzerland: state, zip code, capital nominal

• UK: capital nominal

Q: How do I find the integration settings after installation?

1. Find the Marketplace icon at the top of the page

2. Click on "My Apps"

3. Click on the Company VAT app

4. Select "Settings"

5. Click on "Customize Mapping"

Q: Which countries' databases does the integration support?

The integration currently supports data retrieval from:

• Australia (Australian Business Registry Services - ABRS)

• UK (Companies House)

• Switzerland (Commercial Register)

• Finland (Finnish Patent and Registration Office - PRH)

• Norway (Brønnøysund Register Centre)

• Denmark (Det Centrale Virksomhedsregister - CVR)

Q: How does the bulk update feature work?

To update multiple companies:

1. Click on "Contacts" from the left navigation menu

2. Click on "Organizations"

3. Select the companies you wish to update by checking the boxes next to them

4. Click on the three dots (⋮) menu at the top

5. Select "VAT lookup bulk update" option

6. The app will update the selected companies with the latest data from official VAT databases

Q: Can I create new custom properties through the integration?

Yes, you can create new custom properties by:

1. Find the Marketplace icon (top of the page)

2. Click on "My Apps"

3. Click on the Company VAT app

4. Select "Settings"

5. Click on "Customize Mapping"

6. Click on "Create new Pipedrive property"

7. Provide a label and name for the property

8. The new property will be added to your Pipedrive Company list

Q: How does VAT lookup and data updating work with VAT numbers?

You can update company data by:

• Using the search window to enter either a company name or VAT number

• Selecting the appropriate country first in the search window

• Using the search window in the CRM card to find company matches

• Adding basic company data directly to your CRM

Q: What types of company information can be synchronized?

The integration synchronizes:

• Company Properties

• Basic company data for all supported countries

• Registration information

• Address and contact details

• Industry and legal information

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