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Now you can access the manual sync window directly within HubSpot through UI Extensions. Please follow the updated steps below to add this panel to your HubSpot view.
1. Open any Deal in HubSpot.
2. Click Customize and select Default view.
3. Under Edit layout, click the "+" icon where you want to place the card.
4. Search for Visma e-conomic by Cloudify in the Card Library and then click Add card.
Click Save and Exit.
6. Access the UI extension under the Overview tab.
Use Update or Create Invoice, Order or Quote to manually sync your records to e-conomic.
Finalize the changes and select Sync to synchronize the invoice, order, or quote, then select Proceed.
A success window will appear confirming that the sync has been triggered successfully. Wait a few seconds and reload the page to check the updated status.
Now your invoice, quote, or order has been successfully created in e-conomic!