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Finding the Settings Page

1
Click the Grid icon, search for “Visma e-conomic”, and click on the Visma e-conomic app.
Getting Started
2
Click “Settings”.
Getting Started
You have arrived at the settings page. The setup process is divided into three main areas:
  1. Customer Sync Rules
  2. Customer Default Mappings
  3. Customer Field Mappings
Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated.
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