Salesforce Visma e-conomic Integration

Welcome to Your Integration Journey!

Transform your business operations by connecting Salesforce and e-conomic. This comprehensive guide will walk you through the setup process, ensuring a smooth integration between your e-commerce and accounting systems.

Integration Benefits

By connecting Salesforce with e-conomic, your business will:

1. Automate invoice generation from Salesforce payments

2. Maintain synchronized customer data across both platforms

3. Keep financial records aligned automatically

4. Eliminate manual data entry and reduce errors

5. Access real-time payment insights
   
   

Prerequisites

Before starting the integration process, please ensure you have:

1. An active Salesforce account with administrative access

2. An active e-conomic account with administrative rights

3. Authentication credentials for both platforms

4. Basic understanding of your payment workflow

Setup Process Overview

The integration setup consists of these main stages:

1. Connect Visma e-conomic account

2. Customer Synchronization Rules

3. Connect Salesforce to Visma e-conomic