Installation
Get the Most Out of the App
Visma e-conomic Integration
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:
Automate invoice generation from Salesforce payments
Maintain synchronized customer data across both platforms
Keep financial records aligned automatically
Eliminate manual data entry and reduce errors
Access real-time payment insights
Prerequisites
Before starting the integration process, please ensure you have:
An active Salesforce account with administrative access
An active e-conomic account with administrative rights
Authentication credentials for both platforms
Basic understanding of your payment workflow
Setup Process Overview
The integration setup consists of these main stages:
Connect Visma e-conomic account
Customer Synchronization Rules
Connect Salesforce to Visma e-conomic