Visma e-conomic

Integrating Pike with Visma e-conomic allows you to view invoices and financial data in Pike, run reports, see customer and project context, and use metrics on your dashboard. Invoices created in Pike can be synced to e-conomic. The integration only supports importing and syncing customers, invoices, and products from e-conomic to Pike (there is no bills sync for e-conomic). The sync between e-conomic and Pike works in both directions for those entities, depending on what you are syncing—mirroring the QuickBooks behaviour for products, customers, and invoices.

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1. Connecting Visma e-conomic with Pike

1. Go to Workspace settings → Integrations → Visma e-conomic
2. Click Add integration
3. Follow the steps in the popup to connect and authorise your e-conomic agreement to Pike

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2. Importing e-conomic data to Pike

After connecting your e-conomic account successfully, on the integration page in your Pike workspace settings, by pressing Import data, you can import and sync the following entities:

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Products

• Products are synchronized from e-conomic to Pike.
• When synchronizing products, existing products in Pike get deactivated automatically.
• To view synced products in Pike go to Finance → Settings and scroll all the way down. Here you can view what products are synced to e-conomic by the tag, as well as when it was last updated. To trigger a manual update, press Refresh.

Note! e-conomic allows only one finance account linked with a product from the e-conomic side. That means if you choose a different finance account on a document line, with the sync to e-conomic, the finance account field will get updated according to the saved data on the e-conomic side.

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Customers

• Customers are synced from e-conomic to Pike.
• When synchronizing customers, the following information gets imported into Pike:
  • e-conomic customer / company name as Pike customer name
  • Primary contact first and last name where available
  • Email as Pike primary contact email
  • Customer address as Pike primary contact address
• To view synced customers in Pike go to Customers. Here you can see that customers are synced to e-conomic by the tag, as well as when it was last updated. To trigger a manual update, go into the customer page and press Refresh.

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Invoices

• Invoices are synced from e-conomic to Pike; you can also create invoices in Pike and send them to e-conomic. Once sent and synced to e-conomic, changes can only be made from e-conomic.
• Invoices imported from e-conomic to Pike follow the below field matching:
  • e-conomic customer note becomes Pike invoice title
  • Customers are synced automatically
  • Product(s) are synced automatically
  • Invoice date and due dates are synced automatically
  • Tax rates from e-conomic are imported automatically to Pike for each invoice

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3. Synced entity management

Once any entity (products, customers, or invoices) has been synced or connected to e-conomic, you will see:

• A Refresh button to manually update the entity with the latest data from e-conomic
• The last synced date and time displayed on the entity

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Important notes about synced entities

e-conomic as source of truth: Once synced to e-conomic, the following entities cannot be edited in Pike as e-conomic serves as the source of truth:

• Products: All product details must be updated in e-conomic
• Invoices: All invoice changes must be made in e-conomic