Installation
Installation
Installation
Installation
Installation
Installation
getting the most out of the app
getting the most out of the app
Pipedrive e-conomic
Configuration
Getting Started
Getting Started
Setting up the Pipedrive to e-conomic Integration
Now that you've installed the app and connected your accounts, it's time to configure how information flows between Pipedrive and e-conomic. The quick install already covered the essential settings. With this guide you will be able to further customize your app, if needed.
To find the settings page:
Click the profile icon situated on the right side of the screen.
Click "Tools and Apps".
Click Marketplace Apps, which is on the screen's left side.
Click three dots beside the Pipedrive e-conomic app.
Click "Settings".
A Sync Settings dialogue box will open, and you can make preferred changes according to your requirements.
And you have arrived
The setup process is divided into three main areas:
1. Customer Settings
2. Product Settings
3. Invoice/Order Settings
Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated. Let's start by looking at the Customer Settings.
Setting up the Pipedrive to e-conomic Integration
Now that you've installed the app and connected your accounts, it's time to configure how information flows between Pipedrive and e-conomic. The quick install already covered the essential settings. With this guide you will be able to further customize your app, if needed.
To find the settings page:
Click the profile icon situated on the right side of the screen.
Click "Tools and Apps".
Click Marketplace Apps, which is on the screen's left side.
Click three dots beside the Pipedrive e-conomic app.
Click "Settings".
A Sync Settings dialogue box will open, and you can make preferred changes according to your requirements.
And you have arrived
The setup process is divided into three main areas:
1. Customer Settings
2. Product Settings
3. Invoice/Order Settings
Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated. Let's start by looking at the Customer Settings.
Setting up the Pipedrive to e-conomic Integration
Now that you've installed the app and connected your accounts, it's time to configure how information flows between Pipedrive and e-conomic. The quick install already covered the essential settings. With this guide you will be able to further customize your app, if needed.
To find the settings page:
Click the profile icon situated on the right side of the screen.
Click "Tools and Apps".
Click Marketplace Apps, which is on the screen's left side.
Click three dots beside the Pipedrive e-conomic app.
Click "Settings".
A Sync Settings dialogue box will open, and you can make preferred changes according to your requirements.
And you have arrived
The setup process is divided into three main areas:
1. Customer Settings
2. Product Settings
3. Invoice/Order Settings
Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated. Let's start by looking at the Customer Settings.