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Getting Started

Overview

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:

  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

Got unique integration needs?

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

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