Setting up the e-conomic for Forecast integration

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.

Before a user can utilize the integration, however, the setup of the integration is required. This article provides a step-by-step guide to integrating a Forecast with a e-conomic account. 

This article includes:

• Setting up the e-conomic for Forecast integration
• Disabling the e-conomic integration

Setting up the e-conomic for Forecast integration

Setting up this and any integration in Forecast may only be done by someone with the Admin permission level. The step-by-step guide below explains the entire process

To set up the e-conomic integration

1. Click on Admin from the top bar. 
2. Select Integrations from the dropdown.
3. From the integrations tab find and click on e-conomic. This will take you to e-conomic's menu.
4. Once on the integrations menu click on Enable.
5. By clicking enable you will be prompted to log in to the e-conomic account you wish to integrate with.
   
6. Log in to your e-conomic account
   
7. Click on Add app to finalize the process and connect the two platforms. 
   

The integration setup is now complete and ready to be used.

Disabling the e-conomic integration

At any point in time, it is possible to disable the e-conomic integration from a Forecast instance. As with the initial setup, this may only be done by someone with the Admin permission level. The step-by-step guide below explains this process.

To disable the integration from Forecast

1. Click on Admin in the top bar. 
2. Select Integrations from the dropdown.
3. From the integrations tab find and click on e-conomic.
4. Click on the Disable button. This will trigger the confirmation window.
5. Click on the Disable button again to finalize the process.