Installation Process

How to Install the App

• Log in to your Pipedrive account and search for the ‘Visma e-conomic sync’ app in the marketplace. If you have already logged into your Pipedrive account, click the application link directly.

• Click "Install now".

  

  
  

• Click "Allow and Install".

  

  
  

• Click "Start".

Connecting e-conomic account

• Click “Connect e-conomic” to connect your e-conomic account.

  

  
  

• You will be redirected to the e-economic authentication window. Click "OK" to proceed to the next step.

  

  
  

• You will be asked to input your e-conomic credentials. First, fill in the email ID connected to your e-conomic account. Click "Next".

  

  
  

• Input the password and click "Sign In".

  

  
  

• Permission will be asked from you to add the app to your agreement. Click "Add App".

  

  
  

• You will receive a successful message. The e-conomic account is now connected to your Pipedrive. Click anywhere on the screen to close the popup.

  

  
  

• Click on "Continue". This will take you to the next steps