Installation
Configuration
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: