- Customer Matching Rules
- Customer Default Mappings
- Field Mappings
Customer Matching Rules
Why Customer Matching Rules Matter
- Prevent duplicate customers: By accurately matching Pipedrive companies and contacts to existing Fortnox customers, you avoid creating duplicate records in Fortnox.
- Ensure data consistency: Matching rules help maintain consistent customer data between Pipedrive and Fortnox, ensuring both systems have the most up-to-date information.
- Streamline customer creation: When a match is not found, the app automatically creates a new customer in Fortnox, saving you time and effort.
- Simplify customer management: Properly configured matching rules make it easier to manage your customer relationships across both platforms.
Setting Up Customer Matching Rules
Define Company Matching CriteriaIn the “Pipedrive” dropdown under “Company Matching Criteria”, select the company property you want to use to identify the customer (e.g., CVR). In the “Fortnox” dropdown, select the corresponding customer field (e.g., Corporate Identification Num.).
Define Contact Matching Criteria (Optional)Check the box labelled “Enable Primary Contact Sync”. In the “Pipedrive” dropdown under “Contact Matching Criteria”, select the contact property (e.g., Phone number). In the “Fortnox” dropdown, select the corresponding customer field (e.g., Phone Number).
Choose How to Handle the Customer Number
- Option 1 — Let Fortnox generate the customer number: Select “Let Fortnox create customer number” and choose whether to store the generated number in a Pipedrive property.
- Option 2 — Use a number from Pipedrive: Select “Use customer number from Pipedrive” and select the Pipedrive property that contains the number you want to use.
Customer Default Mappings
Why Customer Default Mappings Are Important
- Ensure all required Fortnox fields are filled: These mappings provide values for fields that Fortnox requires to create a new customer.
- Streamline customer creation: By setting defaults, you reduce manual data entry and potential errors.
- Maintain consistency: All new customers will have the same baseline settings unless overridden by Pipedrive data.
Setting Up Customer Default Mappings
You’ll see a list of required Fortnox fields: Payment Terms, Customer Group, VAT Zone, Currency, and Invoice Layout.
For each field, click on the dropdown menu next to the field name and select the appropriate default value.
Field Mappings (Organization and Person)
Why Field Mappings Matter
- Ensure data consistency: Match the right information between Pipedrive and Fortnox.
- Customize for your needs: Adapt the integration to fit your unique business processes.
- Save time: Automate the transfer of customer data, reducing manual entry.
- Improve data quality: The more fields you map, the more comprehensive your customer profiles will be in both systems.
Setting Up Organization Field Mappings
For each Fortnox field, the default Pipedrive field will be shown (if applicable). Click “Edit” to change the mapping or “Delete” to remove it.
To add a new mapping, use the search bar to find specific fields. If a field doesn’t exist in Pipedrive, click “Create Property” to add a new custom property.
Key fields to prioritize:
- Customer Name (mandatory)
- CVR Number (or equivalent business identifier)
- Phone Number
- Address
Setting Up Person Field Mappings
Follow the same process as for Organization field mappings, paying special attention to these key fields:
- Customer Name — map to the Pipedrive “Full Name” field
- Phone Number
- Address
Using “Full Name” is preferable to mapping separate “First Name” and “Last Name” fields, as it ensures the complete name is transferred correctly.