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E-conomic Visma Accounting and Salesforce Connector

E-conomic Visma Accounting Integration with Salesforce

Overview

Set-and-forget integration for bidirectional data synchronization between Salesforce and Visma E-conomic to: ✓ Automate order and invoice workflows ✓ Avoid duplicate records and manual data entry ✓ Maintain accurate financial data across systems

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  • Sync accounting data between Salesforce and E-conomic by Visma: ✓ Bidirectionally sync Customers, Contacts, Products, Orders, Invoices ✓ Connect one Salesforce org to multiple Visma E-conomic instances ✓ Enjoy flexible data mapping

  • Manage Customers, Orders, Products, and Invoices seamlessly: Benefit from data sync in both directions of any main objects that participate in the accounting processes and the additional objects that are mandatory on the Visma E-conomic side.

  • Handle Products and Price Books Accurately: Create Visma E-conomic products in Salesforce with synchronized price book updates, duplicate prevention, and accurate assignment to opportunities, when required.

  • Generate E-conomic orders from Salesforce opportunities: Save time and reduce errors by generating E-conomic orders from Salesforce Opportunities, automatically carrying over key details, preserving product data, ensuring accurate historical tracking.

  • Benefit from automated calculations in Salesforce: Reduce manual effort and enjoy consistency with automatic calculations of Net Amount and Due Dates on Order and Invoice records, mirroring the logic used in Visma E-conomic.

  • Sync financial values from E-conomic to Salesforce: Enjoy automatic syncing of financial data like VAT, margin, gross amount, etc. from Visma E-conomic to Salesforce, ensuring consistent and accurate data.

  • Choose how you wish to sync data for both systems: Default values are pre-synced to automatically populate historical records, simplifying integration and ensuring smooth data transfer. You can choose the most suitable options for a perfect fit.

  • Migrate historical data for different objects separately: Use one of the three available methods of historical data migration: ✓ Import from E-conomic ✓ Adding missed records from E-conomic ✓ Updating blank fields of existing records in Salesforce

  • Choose data synchronization frequency: Configure custom sync intervals per object to maintain up-to-date data and ensure efficient, uninterrupted business operations, with just a single click.

Addressing Common Business Challenges: ✓ Streamlined order processing: Eliminate the hassle of creating orders in Salesforce and sending them to E-conomic Visma accounting office software for execution and invoicing. ✓Enhanced visibility: Gain full transparency into order status and customer invoicing data directly within Salesforce. ✓Automated data updates: Say goodbye to manual operations by seamlessly reflecting changes in customer data between Salesforce and Visma E-conomic. Why Choose Visma E-conomic Connector? ✓Quick and easy setup: Get started in no time with the app’s intuitive setup process. ✓Flexible data mapping: Customize data connections to fit your unique business needs. ✓"Source of truth" configuration: Ensure consistency and accuracy for different objects. What Makes Us Different? This app stands out as the only solution on the market offering a guided configuration flow combined with flexible data mapping and synchronization capabilities between Salesforce and Visma E-conomic. It is designed for optimal user experience, featuring a self-service setup and full customization to cater to your specific requirements.

Categories

Business Needs
Finance
Integration
Accounting
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Salesforce Mobile

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