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User Guide

    • What’s new in VOGSY
    • Introduction
      • What is Quote-to-Cash?
      • Getting started
      • How VOGSY gets your business going
        • Benefits of using VOGSY
      • How VOGSY works with your online productivity suite
    • Working together in VOGSY
      • Managing your day
        • The VOGSY feed
        • Notifications
      • Creating teams
      • Communicating in VOGSY
        • Commenting
        • Leaving notes
      • Inviting co-workers to VOGSY
    • Understand the Quote to Cash process in VOGSY
      • Managing accounts and organizations
        • Organizations
          • Create an organization
          • Change an organization card’s logo
          • Change a organization card’s background
          • Add a team member to the organization
          • Remove a team member from the organization
        • Contacts
        • Customers and suppliers
      • Tracking leads and opportunities
        • Opportunities
          • Create an opportunity
          • Delete an opportunity
        • Quotes
          • Generating a quote
          • Delete a draft quote
          • Approving and sending a quote
          • Signing a quote
        • Statements of work
      • Managing projects
        • Projects
          • Work breakdown structure
          • Create a project
          • Delete a project and its dependencies
          • Move forward the start date of a project
          • Deliverables
            • Create a deliverable
            • Duplicate a deliverable
            • Delete a deliverable
            • Work with deliverable templates
            • Add resources to a deliverable
            • Delete a resource
          • Calculation
            • Create a budget
            • Project activities
            • Add an activity to your budget
            • Delete an activity
            • Project costs
            • Add a cost to your budget
            • Delete a cost
          • Milestones
          • Planning hours
            • Editing planning
            • My planning
            • Day pattern
            • margin-fixed-price.adoc
        • Invoices
          • Invoice methods
            • Fixed price invoice method
            • Time & Materials invoice method
            • Subscription invoice method
          • Change a template logo
          • Choose a layout for your customer’s invoice
          • Create an invoice template
          • Generate an invoice
          • Send an invoice to the customer
          • Create an invoice schedule
          • Delete an invoice schedule
          • Generate a draft invoice manually
          • Set a custom invoice date
          • Generate bulk invoices
          • Create a subscription invoice schedule
          • Delete a subscription invoice schedule
          • View and approve invoices
          • Add project costs to an invoice
          • Create a purchase invoice
          • Create a credit invoice
          • Create an expense
          • Submit an invoice for approval
      • Tracking time
        • Add a time entry
        • Timesheets
        • Submit a timesheet
        • Approve or reject time entries
        • How VOGSY determines billability
        • Reject and resubmit hours
      • Progress visualization
      • Managing financial administration
    • Overviews in VOGSY
      • Charts
        • Sales funnel
        • Sales pipeline progression
        • Opportunities - weather changes
        • Order intake
        • Customer profitability
        • Projects - weather changes
        • Billability per month
        • Billability per employee
        • Project billabillity per department
        • Billable vs. non billable hours
        • Resource utilization
        • Outstanding invoices
        • Actual project margins
        • Financial KPIs
        • Revenue forecast
          • Unplanned order book details
        • Work in progress
      • Work with boards
      • Planning overviews
        • Planning projects
        • Planning resources
      • Persons
        • Your personal profile
      • Reports
    • Set up VOGSY
      • VOGSY's data handling policy
      • Set up a VOGSY subscription
      • Folder permissions
      • Set up JIRA integration
      • Setup assistant
        • Basic Setup
          • Company and departments
          • Add your Google Workspace logo to VOGSY
          • Template languages
          • Add your logo to your document templates
          • Email templates
        • Resources setup
          • Billable activities
          • Time off and other non-billable types
          • Skills
          • Skill levels
          • Employees
          • Official holiday schedules
          • Expense types
          • Expense verification
        • CRM setup
          • Set up opportunity stages
          • Set up opportunity types
          • Set up sources
          • Set up job titles
          • Set up opportunity weather
          • Set up industries
          • VOGSY and data synchronization
            • Connect to the CRM
              • Connect to Salesforce
              • Connect to Copper
              • Connect to Hubspot
            • Map opportunity stages
        • Accounting integration setup
          • Connect to your accounting software
          • Set the accounting software integration level
          • Map revenue types
          • Map journals
          • Map ledger accounts
          • Map departments
          • Import organization and contact data
        • Projects setup
          • Other project costs
          • Sales taxes and VAT
          • Set up payment conditions
          • Set up project settings
        • Accounting setup
          • Ledger accounts
          • Journals
          • Revenue types
          • Currencies
          • Accounting settings
          • KPI attributes
          • Set up Financial KPIs
      • Employees
        • Placeholders
        • Roles and Permissions
        • User types
        • Skill levels
      • Master tables
        • Opportunity stages
        • Opportunity types
        • Sources
        • Job titles
        • Activities
        • Costs
        • Sales tax types
        • Payment conditions
        • Industries
      • Settings
        • Companies and Departments
        • Opening balance
        • Holidays
        • Mail templates
        • Opportunity weather
        • Project settings
        • General settings
        • Timesheet
        • Opportunity settings
      • Integrations
        • Use the VOGSY Google Workspace add-on
        • Install the Microsoft Excel add-in
        • Accounting integration setup
        • CRM setup
        • Integrate VOGSY with JIRA
          • Create a Jira issue from a project
          • Link an existing Jira issue to a project
          • Remove a Jira issue from a project
          • Track your time on a project from a Jira issue
          • Add a time entry directly from a Jira issue
    • Implementation of VOGSY
      • Edit document templates
        • List of template merge fields
      • Edit ledger accounts
      • Mass import
      • Manage budgets
      • Uninstall VOGSY
    • Opportunities for new projects
    • Work with tasks
      • View all tasks
      • View a task
      • Create a task
      • Change the status of a task
      • Change the due time of a task
      • Add a comment to a task
      • Attach a file to a task
      • Track time on a task
      • Add a status to the Tasks view
    • Videos
    • FAQs
      • FAQ: Onboarding
      • FAQ: Why can’t I close this project?
      • FAQ: Invoices
    • Release notes
    • Blog
Documentation version: latest
  • User Guide
    • latest
  • User Guide
  • Set up VOGSY
  • Setup assistant
  • CRM setup
  • VOGSY and data synchronization
  • Connect to the CRM

Connect to the CRM

This topic explains how to connect to the following CRMS:

  • Salesforce

  • Copper

  • Hubspot

VOGSY and data synchronization Connect to Salesforce

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