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Setting up the HubSpot to Fortnox Integration

Now that you’ve installed the app and connected your accounts, it’s time to configure how information flows between HubSpot and Fortnox. The quick install already covered the essential settings. With this guide, you will be able to customise your app further if needed.

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To Find the Settings Page

1
Click the Marketplace icon at the top of the page, then click “Connected Apps”.
Setting up the HubSpot to Fortnox Integration
2
Click on the Fortnox app.
3
Select “Go to Settings”.
4
Click on “Sync Settings”.
Setting up the HubSpot to Fortnox Integration
You have arrived at the settings page. The setup process is divided into three main areas:
  1. Customer Settings
  2. Product Settings
  3. Invoice/Order Settings
Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated. Let’s start by looking at the Customer Settings.
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