Invoice/Order Settings

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Why Invoice/Order Sync Rules Matter

• Automate invoice/order creation: Trigger invoice or order creation in Fortnox at the right moment in your sales process.
• Ensure data consistency: Automatically create or update customer information in Fortnox based on your Pipedrive deals.
• Save time: Eliminate manual data entry and reduce the risk of errors.

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Setting Up Invoice/Order Sync Rules

1

Navigate to the “Invoice/Order Sync Rules” tab in your integration settings.

2

Click “Add Pipeline” to create a new rule.

3

For each rule, define the following three elements:Pipeline — Select the Pipedrive pipeline you want to trigger from.

Deal Stage — Choose the specific stage in the pipeline that will trigger the integration.

Generate — Decide whether to create a draft invoice or a draft order in Fortnox.

4

You can add multiple rules for different pipelines or stages as needed.

5

After setting up your rules, click “Save” to apply your changes.

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Invoice/Order Field Mappings

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Why Invoice/Order 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 invoicing process.
• Save time: Automate the transfer of invoice data, reducing manual entry and potential errors.
• Guarantee accuracy: Correct field mapping is crucial for ensuring accurate invoices in Fortnox.

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Setting Up Invoice/Order Field Mappings

1

Navigate to the “Invoice/Order Field Mappings” tab in your integration settings.

2

The mappings are divided into three main areas:

• Notes and References
• Delivery Address
• Billing Address

3

For each Fortnox field, the default Pipedrive field will be shown (if applicable). Click “Edit” to change the mapping or “Delete” to remove it.

4

Pay special attention to these key mappings:

• Notes Headline — mapped to Invoice headline in Pipedrive
• References — mapped to Purchase order number in Pipedrive
• Date — Invoice issue date
• Delivery and Billing address fields

5

After setting your preferred mappings, click “Save” to apply your changes.