Best Practices And Support

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Best Practices

1. Start with creating a test deal to verify all settings
2. Review the first few automated invoices/quotes carefully during the trial plan
3. Keep track of any manual adjustments needed
4. Document your configuration choices for ease of reference and training

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Troubleshooting

1. Connection Problems:
2. Verify Login credentials
3. Check account permissions
4. Ensure stable internet connection

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Sync Issues:

• Verify matching fields are correctly mapped
• Check for duplicate entries
• Review error logs

1. Run a test integration
2. Monitor the first few workflows
3. Train your team on the new workflow
4. Schedule a review after the first month