Getting Started
Installation
Configuration
Get the Most Out of the App
Navigate to the "Invoice/Order sync rules" tab in your integration settings.
Click on "Add Pipeline" to create a new rule.
For each rule, define three key elements:
Pipeline: Select the Pipedrive pipeline you want to trigger from.
Deal Stage: Choose the specific stage in the pipeline that will trigger the integration.
Generate: Decide whether to create a draft invoice or a draft order in e-conomic.
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".
Ensure data consistency: Match the right information between Pipedrive and e-conomic.
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 e-conomic!
Navigate to the "Invoice/Order field mappings" tab in your integration settings.
The mappings are divided into three main areas:
Notes and References
Delivery Address
Billing Address
For each e-conomic field:
The default Pipedrive field will be shown (if applicable).
Click "Edit" to change the mapping or "Delete" to remove it.
Pay special attention to these key mappings:
Notes Headline (mapped to Invoice headline in Pipedrive)
References (mapped to Purchase order number in Pipedrive)
Date (Invoice issue date)
Delivery and Billing address fields
After setting your preferred mappings, don't forget to save your changes.
Remember, correct field mapping is essential for ensuring accurate invoices in e-conomic. 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.
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.
Need help?
Our support team is ready to assist. Reach us through the following channels:
support@cloudify.biz
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