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How to Install the App

1

Find the app in the Pipedrive Marketplace

Log in to your Pipedrive account and search for the Visma e-conomic sync app in the marketplace. If you have already logged into your Pipedrive account, click the application link directly.Then click Install now.
Search for Visma e-conomic sync in the Pipedrive marketplace and click Install now
2

Allow and Install

Click Allow and Install to grant the necessary permissions.
Click Allow and Install to grant permissions
3

Start the setup

Click Start to begin the setup process.
Click Start to begin setup

Connecting Your e-conomic Account

1

Connect e-conomic

Click Connect e-conomic to begin linking your e-conomic account.
Click Connect e-conomic
2

Proceed through the authentication window

You will be redirected to the e-conomic authentication window. Click OK to proceed to the next step.
Click OK in the e-conomic authentication window
3

Enter your email

Fill in the email address connected to your e-conomic account, then click Next.
Enter your e-conomic email and click Next
4

Enter your password

Input your password and click Sign In.
Enter your password and click Sign In
5

Add the app to your agreement

You will be asked for permission to add the app to your agreement. Click Add App.
Click Add App to grant permission
6

Confirmation

You will receive a success message confirming that your e-conomic account is now connected to Pipedrive. Click anywhere on the screen to close the popup.
Success message confirming e-conomic is connected
7

Continue to next steps

Click Continue to move on to the next steps in the setup.
Click Continue to proceed

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