> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# FAQs - Frequently Asked Questions

<Note>
  **IMPORTANT**: Always check the **"All"** subsection under the **History** section of your Pipedrive deals to view the status of your integration run.
</Note>

<Accordion title="What exactly does this integration do?">
  This integration helps you:

  Turn your Pipedrive deals into Fortnox invoices or orders

  Keep your Pipedrive and Fortnox product and customer data in sync

  View financial information within Pipedrive contacts

  Track sync-status in your deal notes
</Accordion>

<Accordion title="I get this error when I try to create invoices/orders in Fortnox: 'The workflow execution failed due to this error: There is no active license for the desired scope'. How do I fix this?">
  Fortnox requires a few scopes enabled before you can create an invoice or order:Fa: InvoiceOo: Order & QuoteAr: Asset register

  If you are looking to create an invoice, then please ensure that Fa and Ar are enabledIf you are creating an order, then you would need Oo and ArRequired scopes are shown in the image below:

  <Frame>
    <img src="https://mintcdn.com/cloudify-c7720744/25jJXRhcxM9i1VDs/images/image-575.png?fit=max&auto=format&n=25jJXRhcxM9i1VDs&q=85&s=1ea3bc466e9b1f8be106583bed0dcdcf" alt="Image" width="1401" height="500" data-path="images/image-575.png" />
  </Frame>
</Accordion>

<Accordion title="My Pipedrive deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?">
  Expand the "History" section in your Pipedrive deal to view the integration updates. You will find the PDF copy of the successful invoice/order attached. If the integration ran into any errors, error logs will be shown as well. You can make necessary changes and then click on the 'Replay' button in the notes to re-run the integration.
</Accordion>

<Accordion title="I have installed the app, but how do I create the invoice/order now?">
  Set up triggers for specific deal stages in My apps > Fortnox Integration > Settings > Invoice/Order
</Accordion>

<Accordion title="Will the invoice/order be directly sent to my customer after it is created?">
  No. The integration only creates a draft invoice/order in Fortnox. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
</Accordion>

<Accordion title="Can I connect my Pipedrive account with multiple Fortnox accounts using Cloudify's app?">
  No. You can only connect one Fortnox account to one Pipedrive account at a time. However, you can connect a new Fortnox account if needed, by disconnecting the existing Fortnox connection.
</Accordion>

<Accordion title="I am unable to import my Fortnox customer and product data to Pipedrive with this application.">
  The integration syncs customer and product data from Pipedrive to Fortnox only, not the other way around.
</Accordion>

<Accordion title="I'm seeing an error message that says 'Products are not enabled for the company'. How do I fix this?">
  To resolve this issue, you need to enable Products in your Pipedrive account:

  * Click on your profile icon in the top-right corner of Pipedrive
  * Select "Tools and apps" from the dropdown menu
  * Click on "Products"
  * Click the button to enable products for your company
</Accordion>

<Accordion title="What if I don't want to manually go to each company or contact and update it?">
  In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.
</Accordion>

<Accordion title="What if my Pipedrive contact is not present in Fortnox? Will the integration work?">
  Yes. The integration will create a new customer record in Fortnox using the information from your Pipedrive person/organization added in the deal.
</Accordion>

<Accordion title="What if my Pipedrive product is not present in Fortnox? Will the integration work?">
  The app provides you three options to choose from if a product from Pipedrive is not found in Fortnox:

  * Take no action by skipping invoice/order generation
  * Choose from a default product that serves as a placeholder
  * Create a new product in Fortnox
</Accordion>

<Accordion title="I have connected my Fortnox account to Pipedrive but I can't see the created invoice/order in Fortnox.">
  Check:

  * Your Pipedrive deal notes for any sync errors
  * Your Fortnox connection status
  * If needed, try the "Replay" option in deal notes

  Contact [support@cloudify.biz](mailto:support@cloudify.biz) if issues persist
</Accordion>

<Accordion title="How can I re-run failed integration attempts?">
  Use the "**Replay**" option in your deal's history notes. This allows you to retry any failed sy
</Accordion>

<Accordion title="Will I be charged if the integration fails due to a setting error at my end?">
  No. Failed integration attempts are not counted towards your usage. You will only be charged for successful invoice/order creations.
</Accordion>

<Accordion title="How can I only sync my Customers from Pipedrive to Fortnox">
  * Go to **Organizations** or **Persons** in Pipedrive.
  * In the left-hand panel, locate the **Fortnox Sync** card.
  * Select any timeline and click **Update**.

  The integration will then search for the corresponding customer in Fortnox. If the customer is found, it will retrieve and display the latest financial data. If no matching customer exists, the integration will automatically create a new customer in Fortnox based on your customer sync settings
</Accordion>

<Tip>
  **Got unique integration needs?**<br />Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

  [Advanced integration settings](https://custom.cloudify.biz/)
</Tip>