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Set up Customer Search Rules to seamlessly synchronize customer information between HubSpot and Fortnox, ensuring data consistency and avoiding duplicate entries. The integration actively searches for customers based on your defined parameters — if a match is found, that record is used; otherwise, a new customer profile is created to maintain a comprehensive database.

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Company Matching Criteria

1
From the “HubSpot Company Identifier” dropdown, select the HubSpot field you want to use for matching (e.g., Company Name, Email).
2
From the “Fortnox Company Field” dropdown, select the corresponding field in Fortnox. This ensures both platforms refer to the same company data when syncing, maintaining consistency across systems.
Company Matching Criteria

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Enable Primary Contact Sync

This feature is essential for businesses dealing directly with consumers, allowing individual contacts from HubSpot to be added to Fortnox as customers when there is no associated company.
1
If your contacts are not associated with a company, check “Enable Primary Contact Sync”.
2
From the “HubSpot Contact Identifier” dropdown, select the HubSpot field that uniquely identifies your contacts (e.g., person name or email).
3
From the “Fortnox Contact Field” dropdown, select the corresponding field in Fortnox to match and identify the same contact. This should also be a unique identifier such as an email address or customer number.
Enable Primary Contact Sync
4
Click “Next”.
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