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How to Access the Integration Dashboard

1

Navigate to Visma e-conomic Settings

Click Connected Apps → Visma e-conomic→ Settings.
2

Open the Cloudify Dashboard

Under the Settings tab, go to Cloudify Dashboard and click the View Dashboard button on the right side.This will open the full Cloudify HubSpot–e-conomic dashboard, where you can monitor sync statuses, manage invoices, and take action on your deals in real time.

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Benefits

Filter by Pipeline, Owner, Contact, or Company

Effortlessly refine your view by filtering deals based on Pipeline, Deal Owner, Contact, or Company — helping you find exactly what you need in seconds.

Choose invoice or quote type

Select the invoice or quote type you’d like to create in e-conomic directly from the dashboard, saving time without switching screens.

Real-time deal and sync status

View all your HubSpot deals along with their create date, contact, company, amount, and real-time sync status so you can instantly see what’s synced, pending, or needs attention.

View deal details

Use the View button to quickly open and review the associated HubSpot deal, along with its sync details and invoice information.
  • Filtering Deals
  • Selecting Invoice, Quote, Order Type
  • Deal List with Sync Status
  • Viewing Deal and Invoice Details
  • Syncing and Managing Invoices
Use the Sync and Re Run buttons to instantly trigger or retry invoice syncing. Use Review & Sync to inspect and edit invoice, quote or order details before sending them to e-conomic.
  • Updating Settings
Click Settings at any time to update your preferences or adjust integration options. The Cloudify Dashboard is your unified place to manage everything.