Forecasts integration with e-conomic allows for additional financial monitoring and accessibility. With the integration in place, users will be able to export invoices, and sync payments and client profiles between the two platforms.
This article contains all the important information and necessary links to our resources regarding the integration between e-conomic and Forecast.
This article covers:
Data flow between Forecast and e-conomic
The e-conomic integration works by importing and/or syncing customers from e-conomic to Forecast and exporting Invoices from Forecast to e-conomic. After an invoice has been exported to e-conomic, any payments made to the invoice, in e-conomic, will be synchronized back to Forecast and will automatically appear on a project's budget page as the paid amount.
Data flow mapping
To better visualize how data flows between the two platforms here is the map.
Installing and configuring e-conomic for Forecast integration
The below articles are dedicated to providing a step-by-step guide on how to set up the integration and how to link/import your customers from e-cononomic to Forecast.
- Setting up the e-conomic for Forecast integration.
- Linking/importing e-conomic customers to Forecast.
Using the Integration
The below article goes into detail as to how to invoice in Forecast and export that invoice to e-conomic.