How to Access the Integration Dashboard
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.
Dashboard Features
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
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:| Option | Description |
|---|---|
| Create Invoice | Creates and books a final invoice in Fortnox |
| Create Order | Creates an order in Fortnox instead of an invoice |
Deal List with Sync Status
The deal table displays the following columns:| Column | Description |
|---|---|
| Deal Name | Clickable link to the HubSpot deal |
| Create Date | Date the deal was created in HubSpot |
| Contact | Associated contact email |
| Company | Associated company name |
| Amount | Deal value |
| Status | Current sync status (Success or Not Synced) |
| Last Synced | Timestamp of the most recent successful sync |
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: 952Previously synced deals show a Re Run button to retry or force a fresh sync.
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