> ## 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 Business Central invoices or Orders
  * Keep your Pipedrive and Business Central product and customer data in sync
  * View financial information within Pipedrive contacts
  * Track sync-status in your Pipedrive deal notes
</Accordion>

<Accordion title="My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order 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 attached. Please note that Business Central does not provide a PDF copy of the sales order, just the sales invoice PDF back into Pipedrive. 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 now?">
  Set up triggers for specific deal stages in My apps > Business Central Integration > Settings > Invoice/Order
</Accordion>

<Accordion title="Will the invoice/order be directly sent to my customer after it is created?">
  No. The integration only creates a draft invoice/order in Business Central. 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 Business Central accounts using Cloudify's app?">
  No. You can only connect one Business Central account to one Pipedrive account at a time. However, you can connect a new Business Central account if needed, by disconnecting the existing Business Central connection.
</Accordion>

<Accordion title="Can I connect multiple Business Central environments to Pipedrive using this integration?">
  At the moment, only a single environment can be connected.
</Accordion>

<Accordion title="I am unable to import my Business Central customer and product data to Pipedrive with this application.">
  The integration syncs customer and product data from Pipedrive to Business Central only, not the other way around.
</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="What if my Pipedrive contact is not present in Business Central? Will the integration work?">
  Yes. The integration will create a new customer record in Business Central using the information from your Pipedrive person/organization added in the deal.
</Accordion>

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

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

<Accordion title="I have connected my Business Central account to Pipedrive but I can't see the created invoice/order in Business Central.">
  Check:

  * Your Pipedrive deal notes for any sync errors
  * Your Business Central connection status
  * If needed, try the "Replay" option in deal notes
  * Contact [support@cloudify.biz](mailto:support@cloudify.biz) if issues persist
</Accordion>

<Accordion title="How can I re-run failed integration attempts?">
  Use the "**Replay**" option in your deal's history notes. This allows you to retry any failed sync attempts.
</Accordion>

<Accordion title="Will I be charged if the integration fails due to a setting error at my end?">
  Failed integration attempts are not counted towards your usage. You will only be charged for successful invoice/order creations.
</Accordion>

<Accordion title="I get the error Workflow execution failed: Error while creating customer. What should be done here?">
  This error could come up due to two major reasons:

  * Limited permissions in Business Central (Check with your Business Central admin if the connected BC account has the required licenses and permissions for customer creation in Business Central)
  * No templates assigned to a customer (Watch this video to learn how to enable this)
</Accordion>

<Accordion title="How can I only sync my Customers from Pipedrive to Business Central">
  * Go to **Organizations** or **Persons** in Pipedrive.
  * In the left-hand panel, locate the **Business Central Integration** card.
  * Select any timeline and click **Update**.

  The integration will then search for the corresponding customer in Business Central. If the customer is found, it will retrieve and display the latest financial data. If no matching customer exists, the integration will automatically create a new customer in Business Central based on your customer sync settings
</Accordion>

<Tip>
  **Got unique integration needs?**<br />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>