Best Practices
- Start By Creating A Test Deal To Verify All Settings
- Review The First Few Automated Invoices Or Quotes Carefully During The Trial Plan
- Keep Track Of Any Manual Adjustments Needed
- Document Your Configuration Choices For Easier Reference And Team Training
Troubleshooting
Connection Problems
- Verify Login Credentials
- Check Account Permissions
- Ensure A Stable Internet Connection
Sync Issues
- Verify Matching Fields Are Correctly Mapped
- Check For Duplicate Entries
- Review Error Logs
Next Steps
After completing the setup:- Run A Test Integration
- Monitor The First Few Workflows
- Train Your Team On The New Workflow
- Schedule A Review After The First Month
You can adjust these settings at any time by visiting the app settings.