Why Invoice/Order Sync Rules Matter
Automate invoice creation
Trigger invoice or order creation in e-conomic at exactly the right moment in your sales process.
Ensure data consistency
Automatically create or update customer information in e-conomic based on your Pipedrive deals.
Save time
Eliminate manual data entry and reduce the risk of errors across both platforms.
Setting Up Invoice/Order Sync Rules
1
Navigate to Invoice/Order sync rules
Go to the Invoice/Order sync rules tab in your integration settings and click Add Pipeline to create a new rule.
2
Select a Pipeline and Deal Stage
For each rule, define the following:
- Pipeline — select the Pipedrive pipeline you want to trigger from.
- Deal Stage — choose the specific stage in the pipeline that will trigger the integration.
3
Choose what to generate
Under Generate, decide whether to create a draft invoice or a draft order in e-conomic when the deal reaches the selected stage.
4
Add the Pipeline
Click Add Pipeline to save this sync rule.
5
Attach invoice PDFs and save
Optionally, enable Attach a PDF of the invoice in the deal to automatically attach generated invoice PDFs to the corresponding Pipedrive deal. Then click Save.
Invoice/Order Field Mappings
Why Invoice/Order Field Mappings Matter
- Ensure data consistency — match the right information between Pipedrive and e-conomic.
- Customize for your needs — adapt the integration to fit your unique invoicing process.
- Save time — automate the transfer of invoice data, reducing manual entry and potential errors.
- Guarantee accuracy — correct field mapping is crucial for ensuring accurate invoices in e-conomic.
Setting Up Invoice/Order Field Mappings
1
Navigate to Invoice/Order field mappings
Go to the Invoice/Order field mappings tab in your integration settings. The mappings are divided into three main areas:
- Notes and References
- Delivery Address
- Billing Address
2
Review and edit existing mappings
For each e-conomic field, the default Pipedrive field will be shown (if applicable). Click Edit to change the mapping or Delete to remove it.
3
Prioritize key fields
Pay special attention to these key mappings:
- Notes Headline (mapped to Invoice headline in Pipedrive)
- References (mapped to Purchase order number in Pipedrive)
- Date (Invoice issue date)
- Delivery and Billing address fields
4
Save your mappings
After setting your preferred mappings, save your changes.
Correct field mapping is essential for ensuring accurate invoices in e-conomic. Review and optimise these mappings regularly. If you’re unsure about which fields to map or how to handle specific scenarios, contact our support team — we’re here to help you get the most out of your integration.