> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# FAQs - Frequently Asked Questions

<Note>
  **IMPORTANT**: Always check the **"All"** subsection under the **History** section of your Pipedrive deals to view the status of your integration run.
</Note>

<Accordion title="What exactly does this integration do?">
  This integration helps you:

  * Turn your Pipedrive deals into e-conomic invoices, orders or quotes
  * Keep your Pipedrive and e-conomic product and customer data in sync
  * View financial information within Pipedrive contacts
  * Track sync-status in your deal notes
</Accordion>

<Accordion title="My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order/quote creation was successful?">
  Expand the "**History**" section in your Pipedrive deal to view the integration updates. You will find the PDF copy of the successful invoice/order/quote attached. If the integration ran into any errors, error logs will be shown as well. You can make necessary changes and then click on the 'Replay' button in the notes to re-run the integration.
</Accordion>

<Accordion title="I have installed the app, but how do I create the invoice/order/quote now?">
  Set up triggers for specific deal stages in My apps > Visma e-conomic Integration > Settings > Invoice/Order/Quote
</Accordion>

<Accordion title="Will the invoice/order/quote be directly sent to my customer after it is created?">
  No. The integration only creates a draft invoice/order/quote in e-conomic. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
</Accordion>

<Accordion title="Can I connect my Pipedrive account with multiple e-conomic accounts using Cloudify's app?">
  No. You can only connect one e-conomic account to one Pipedrive account at a time. However, you can connect a new e-conomic account if needed, by disconnecting the existing e-conomic connection.
</Accordion>

<Accordion title="How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/order?">
  You need to manually open each company or people in Pipedrive respectively and click on "**Update**" in the CRM card.
</Accordion>

<Accordion title="What if I don't want to manually go to each company or contact and update it?">
  In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.
</Accordion>

<Accordion title="I am unable to import my e-conomic customer and product data to Pipedrive with this application.">
  The integration syncs customer and product data from Pipedrive to e-conomic only, not the other way around.
</Accordion>

<Accordion title="What if my Pipedrive contact is not present in e-conomic? Will the integration work?">
  Yes. The integration will create a new customer record in e-conomic using the information from your Pipedrive person/organization added in the deal.
</Accordion>

<Accordion title="What if my Pipedrive product is not present in e-conomic? Will the integration work?">
  The app provides you three options to choose from if a product from Pipedrive is not found in e-conomic:

  * Take no action by skipping invoice/order/quote generation
  * Choose from a default product that serves as a placeholder
  * Create a new product in e-conomic
</Accordion>

<Accordion title="I'm seeing an error message that says 'Products are not enabled for the company'. How do I fix this?">
  To resolve this issue, you need to enable Products in your Pipedrive account:

  1. Click on your profile icon in the top-right corner of Pipedrive
  2. Select "**Tools and apps**" from the dropdown menu
  3. Click on "**Products**"
  4. Click the button to enable products for your company
</Accordion>

<Tip>
  **Got unique integration needs?**\
  Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

  [Advanced integration settings](https://custom.cloudify.biz/)
</Tip>