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Setting up the Pipedrive to Fortnox Integration

Now that you’ve installed the app and connected your accounts, it’s time to configure how information flows between Pipedrive and Fortnox. The quick install already covered the essential settings. With this guide, you will be able to customise your app further if needed.

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To Find the Settings Page

1
Click the profile icon on the right side of the screen.
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2
Click “Tools and Apps”.
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3
Click “Marketplace Apps” on the left side of the screen.
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4
Click the “Pipedrive Fortnox app”.
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Click “Settings”.
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6
A Sync Settings dialogue box will open where you can make changes according to your requirements.
The setup process is divided into three main areas:
  1. Customer Settings
  2. Product Settings
  3. Invoice/Order Settings
Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated. Let’s start by looking at the Customer Settings.
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