Setting up the Pipedrive to Company VAT Integration

Now that you've installed the app and connected your accounts, it's time to configure how information flows between Pipedrive and Company VAT. The quick install already covered the essential settings. With this guide, you will be able to customise your app further if needed.

To find the settings page:

1. Find the Marketplace icon (top of the page) -> Click on "My Apps."

   

   
   

2. Click on the Company VAT app .

3. Select "Settings."

   

And you have arrived.

The setup process is divided into three main areas:

1. Customize Mapping

2. Manage Plan

3. Bulk Update

Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated.