E-conomic Visma Accounting and Salesforce Connector

Highlights

• Sync accounting data between Salesforce and E-conomic by Visma: ✓ Bidirectionally sync Customers, Contacts, Products, Orders, Invoices ✓ Connect one Salesforce org to multiple Visma E-conomic instances ✓ Enjoy flexible data mapping
• Manage Customers, Orders, Products, and Invoices seamlessly: Benefit from data sync in both directions of any main objects that participate in the accounting processes and the additional objects that are mandatory on the Visma E-conomic side.
• Handle Products and Price Books Accurately: Create Visma E-conomic products in Salesforce with synchronized price book updates, duplicate prevention, and accurate assignment to opportunities, when required.
• Generate E-conomic orders from Salesforce opportunities: Save time and reduce errors by generating E-conomic orders from Salesforce Opportunities, automatically carrying over key details, preserving product data, ensuring accurate historical tracking.
• Benefit from automated calculations in Salesforce: Reduce manual effort and enjoy consistency with automatic calculations of Net Amount and Due Dates on Order and Invoice records, mirroring the logic used in Visma E-conomic.
• Sync financial values from E-conomic to Salesforce: Enjoy automatic syncing of financial data like VAT, margin, gross amount, etc. from Visma E-conomic to Salesforce, ensuring consistent and accurate data.
• Choose how you wish to sync data for both systems: Default values are pre-synced to automatically populate historical records, simplifying integration and ensuring smooth data transfer. You can choose the most suitable options for a perfect fit.
• Migrate historical data for different objects separately: Use one of the three available methods of historical data migration: ✓ Import from E-conomic ✓ Adding missed records from E-conomic ✓ Updating blank fields of existing records in Salesforce
• Choose data synchronization frequency: Configure custom sync intervals per object to maintain up-to-date data and ensure efficient, uninterrupted business operations, with just a single click.