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