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How to Access the Integration Dashboard

Screenshot 2026 06 18 131716
1

Navigate to Fortnox Settings

In HubSpot, click Connected Apps → Fortnox → Settings.
2

Open the Cloudify Dashboard

Under the Settings tab, go to Cloudify Dashboard and click the View Dashboard button on the right side.This opens the full Cloudify HubSpot–Fortnox dashboard where you can monitor sync statuses, manage invoices and orders, and take action on your deals in real time.

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Benefits

Filter by Pipeline, Owner, Contact, or Company

Refine your deal view by filtering on Pipeline, Deal Owner, Contact, or Company — so you find exactly what you need in seconds.

Choose invoice or order type

Select whether to create an Invoice or Order in Fortnox directly from the dashboard — no screen-switching required.

Real-time deal and sync status

See all your HubSpot deals alongside their create date, contact, company, amount, and live sync status — instantly know what’s synced, pending, or needs attention.

View deal logs

Click the View button on any deal to open its full sync log — review the history of sync attempts and any errors for that deal.

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Dashboard Features

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Filtering Deals

Use the filter bar at the top of the dashboard to narrow results by:
  • All Pipelines — scope to a specific HubSpot pipeline
  • Deal Owner — filter by the responsible sales rep
  • Contact — find deals linked to a specific contact
  • Company — filter by associated company
You can also type a deal name directly into the search bar to locate it instantly.

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Selecting Invoice or Order Type

Use the document-type dropdown (top right of the deal list) to choose what to create in Fortnox before syncing: The selected type applies when you trigger a sync from the dashboard.

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Deal List with Sync Status

The deal table displays the following columns:

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Syncing Deals

Each unsynced deal has a Sync button. Click it to immediately trigger creation of the selected document type in Fortnox. On success, a confirmation banner appears at the top of the list:
Created invoice successfully with ID: 952
Previously synced deals show a Re Run button to retry or force a fresh sync.

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Viewing Sync Logs

Click the View button on any deal row to open the deal’s sync detail panel. This shows:
  • The full log of all sync attempts for that deal
  • Any errors or warnings returned during sync
  • Invoice or order details associated with the deal
Use this view to diagnose failures, confirm what was sent to Fortnox, and verify the document ID.

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Updating Settings

Click Go to Settings (top right of the dashboard) at any time to update your integration preferences or field mappings.