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 this, 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, Contacts, 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 provides great functionality to synchronize orders, customers, contacts, products, and invoices across two systems, reducing the need for manual intervention in sales management and accounting processes. 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 Sync is that it ensures data consistency across systems, reducing the chance of errors and saving businesses time and effort. By synchronizing data across both systems, the multiplication of customer-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 app’s main 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 | Bidirectional | Invoices |
| Customer Groups | Downloaded to Salesforce | Customer groups |
| Payment Terms | Downloaded to Salesforce | Payment terms |
| Product Groups | Downloaded to Salesforce | Product groups |
Moreover, the integration allows bidirectional sync with the benefits of data preferences based on user preferences and data mapping.