Search

Search

Configuration

How to Perform Customer Sync

How to Perform Customer Sync

How to Perform Customer Sync

  • Click "App Launcher" and search Accounts. You will view a list of accounts.

    Connect Visma e-conomic account


  • Click on the required account.

    Connect Visma e-conomic account


  • Click “Sync Now”, which is available on the screen's right side. You will get a successful message. Note: Only that particular customer will be synced for whom you click “Sync Now”.

    Connect Visma e-conomic account


  • Once the sync is complete, click on "Chatter" and you can view the status. Furthermore, you will receive a notification from the Bell icon.

    Connect Visma e-conomic account

Need Help? Let's Talk

If you encounter any issues or have further questions, our support team is here to assist you. You can reach us through the following channels:

On this page