Setting Up the Pipedrive to e-conomic Integration
Now that you’ve installed the app and connected your accounts, it’s time to configure how information flows between Pipedrive and e-conomic. The quick install already covered the essential settings. With this guide you will be able to further customize your app if needed.Finding the Settings Page
1
Click the profile icon
Click the profile icon situated on the right side of the screen.
2
Open Tools and Apps
Click Tools and Apps.
3
Go to Marketplace Apps
Click Marketplace Apps on the left side of the screen.
4
Open the app menu
Click the three dots beside the Pipedrive e-conomic app.
5
Open Settings
Click Settings.
6
You've arrived
A Sync Settings dialogue box will open where you can make changes according to your requirements.
The Setup Process
The configuration is divided into three main areas. Each plays a crucial role in determining how your data is synchronized and how your business processes are automated.Customer Settings
Configure how customer data is synced between Pipedrive and e-conomic.
Product Settings
Define how products are mapped and synced across both platforms.
Invoice/Order Settings
Control how invoices and orders are generated and managed.