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Overview

Visma e-conomic Integration

Visma e-conomic Integration

Welcome to the HubSpot e-conomic Integration Setup Guide. This comprehensive resource will guide you through the process of connecting your HubSpot and e-conomic accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.

Integration Process Overview

The setup process consists of four main stages:

  • Getting Started: Initial setup and account connection

  • Customer Settings: Configure customer data synchronization

  • Product Settings: Set up product catalog matching

  • Invoice/Orders Settings: Define invoice/orders creation and management rules

Prerequisites

Before beginning the integration process, please ensure you have:

  • An active HubSpot account with administrative access

  • An active e-conomic account with administrative access

  • Necessary authentication credentials for both platforms

Setup Process Overview

The integration setup consists of these main stages:

  • Connect Visma e-conomic account

  • Choose Your Subscription Plans

  • Invoice/Order Sync Rules

  • Customer Search Rules

  • Product Rules

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:

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