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E-conomic Visma Accounting and Salesforce Connector
E-conomic Visma Accounting Integration with Salesforce
- Business Need
- FinanceIntegrationAccounting
- Requires
- Sales Cloud
- Compatible With
- Service Cloud
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
Highlights
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.
Provider Details
Twistellar
Copenhagen, Denmark
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2017
Website
Email
Phone
+45 23 25 21 97Twistellar is a top quality Salesforce solutions company based in Denmark. We're a team of certified Salesforce professionals, with 10+ years of experience in Salesforce development and 20-year experience of managing trading and production companies. Our main competitive advantages are: - great quality of service (responsiveness, smooth communications, strict fitting in timelines and budgets - you will definitely feel the difference) - top quality code corresponding to industrial best practices - availability for projects of any scale, from a few hours to few thousands of hours - on demand - rich expertise in the most demanded and challenging domains of Salesforce - Lightning, Marketing Cloud, Community Cloud, complicated integrations, and of course we master Apex, Visualforce, Sales Cloud, Service Cloud etc. We've successfully completed dozens of Salesforce projects and will gladly share the review of the most interesting cases. We're very comfortable to work with, and are focused on long-term relations, being always on your side in budget-related matters. We'll do our best to fulfill your expectations! Let's get acquainted!
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Default Plan
€19.99 EUR/user/month