Despite the size of your business, there is a need for a smooth and close connection between finance and sales at your company to provide precise enrichment for this purpose we have created a great sync app.
This Sync is a powerful integration that connects Salesforce CRM with E-Conomic accounting software, allowing businesses to manage their Customers, Orders, Products and Invoices seamlessly.
The integration enables businesses to make a smoother integration of their sales and accounting parts of business, ensuring that all information is accurate and up-to-date across both systems without the need for manual intervention. This sync gives great functionality to synchronize orders, customers, products, and invoices across two systems so that the necessity of manual intervention for sales management and accounting processes is reduced. This feature makes it easy for businesses to customize the integration based on specific needs and requirements, ensuring that all data is synced accurately and efficiently between the two systems.
Another great feature of this Sync is that we ensure data consistency across systems, reducing the chance of errors and saving businesses time and effort. By synchronizing data for both systems, multiplication of customers related data is avoided, which helps to maintain data consistency and reduce the chance of errors.
In this manual, you will find an overview of the main app’s functionality and use cases. If you don't seem to find an answer to your question, please contact our support team - [email protected].
| Salesforce data | Data flow | E-Conomic data |
|---|---|---|
| Accounts | Bidirectional | Customers |
| Contacts | Bidirectional | Customer Contacts |
| Orders | Bidirectional | Orders |
| Products | Bidirectional | Products |
| Invoices | Downloaded to Salesforce | Invoices |
| Customer groups | Downloaded to Salesforce | Customer groups |
| Payment terms | Downloaded to Salesforce | Payment terms |
| Product groups | Downloaded to Salesforce | Product groups |
Moreover, integration allows bidirectional sync with the benefits of data preferences that will be based on user preferences and data mapping.
We recommend diving into the app's functionality step by step: 1. Getting started → 2. Main process → 3. Additional customization. For your better navigation, we have left hyperlinks in the text.
For the installation of the app, please make sure that you’ve walked through all the steps provided in the Detailed Configuration guide and got acuainted with Methods of sync. Here are the links: