Overview

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.

Table of Content

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

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Advanced Integration Settings

Best Practices and Support

Connect Visma e-conomic account

Need help?

Our support team is ready to assist. Reach us through the following channels:

support@cloudify.biz

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