Option 1: Simple Search
This method matches products between HubSpot and Fortnox by correlating a specific field such as SKU or product number. It’s particularly useful for users with long product lists.1
From the HubSpot dropdown, select the field you want to use for product matching (e.g., SKU).
2
From the Fortnox dropdown, select the corresponding field for automatic identification.
Option 2: Direct Link
This method connects products directly without searching. It’s ideal for users with short product lists.1
Map the HubSpot fields with the corresponding Fortnox fields.
2
Click “Save Mappings”.
Advanced Settings
This option handles cases where a product is not found during the search. Choose one of the three behaviours below:Skip Invoice Generation
Select this option if you prefer not to create an invoice when a product isn’t found in Fortnox.
Use a Default Article
When a product is not found in Fortnox, the integration will fall back to a default article from Fortnox to generate the invoice. If you select this option, you must specify a default article from your Fortnox article list.
Create a New Article in Fortnox
Automatically generates a new article entry in Fortnox when a matching item isn’t found, using the product details from HubSpot.
Sync Deals Without Products
This option applies when a deal has no products associated with it but you still want to sync it.1
Check the “Sync deals which do not have products associated with them” option.
2
Select a default product to use for the sync.
3
Click “Finish”.