Why Invoice/Order Sync Rules Matter

• Automate invoice/order creation: Trigger invoice or order creation in Business Central at the right moment in your sales process.

• Ensure data consistency: Automatically create or update customer information in Business Central based on your Pipedrive deals.

• Save time: Eliminate manual data entry and reduce the risk of errors.

Setting Up Invoice/Order Sync Rules

Customize how invoices or orders are generated in Microsoft Business Central by linking them to your Pipedrive sales flow. You can add a new Pipeline or delete the previous one.

• Select a Pipeline

  

• Select a Deal Stage

  

• Select Invoice Creation

  

• Click Add Pipeline

  

  
  

• You can attach PDFs of your successfully generated invoices to the deal by clicking Attach a PDF of the invoice in the deal. Click Save.

  

  
  

Invoice/Order Field Mappings

Why Invoice/Order Field Mappings Matter

• Ensure data consistency: Match the right information between Pipedrive and Business Central.

• Customize for your needs: Adapt the integration to fit your unique invoicing process.

• Save time: Automate the transfer of invoice data, reducing manual entry and potential errors.

• Guarantee accuracy: Correct field mapping is crucial for ensuring accurate invoices in Business Central!

Setting Up Invoice/Order Field Mappings

This option allows you to align and transfer invoice-related data from Pipedrive to Microsoft Business Central, giving you control over how each piece of data is represented in the invoicing process. This ensures that every detail from Pipedrive corresponds accurately to the related field in Microsoft Business Central, facilitating a consistent and error-free invoicing workflow.

• Click Edit

  

  
  

• Select the option from the drop-down box.

  

• Click Save.

  

• Click Save Mappings

Remember, correct field mapping is essential for ensuring accurate invoices in Business Central. Take the time to review and optimize these mappings regularly. If you're unsure about which fields to map or how to handle specific scenarios, don't hesitate to reach out to our support team. We're here to help you optimize your integration for your unique business needs and ensure your data remains accurate and consistent across both platforms.