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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.

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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.
Navigate to Invoice/Order sync rules and click Add Pipeline
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.
Select the Pipeline and Deal Stage 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.
Choose whether to generate a draft invoice or draft order in e-conomic
4

Add the Pipeline

Click Add Pipeline to save this sync rule.
Click Add Pipeline to save the 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.
Enable PDF attachment option and click Save

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Invoice/Order Field Mappings

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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.

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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.
Review existing Invoice/Order field mappings and edit or delete as needed
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
Key invoice field mappings — Notes, References, Date, and Address fields
4

Save your mappings

After setting your preferred mappings, save your changes.
Save your Invoice/Order field mappings
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.
Got unique integration needs? Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes. Learn more about Advanced Integration Settings