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Product Sync Rules define how products from Pipedrive are matched with those in Fortnox, enabling simple field-based matching or a direct connection without searching to ensure accurate product syncing and invoicing.
This method matches products between Pipedrive 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 Pipedrive 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.
Product Sync Rules
This method connects products directly without searching. It’s ideal for users with short product lists.
1
Map the Pipedrive fields with the corresponding Fortnox fields.
Product Sync Rules
2
Click “Save Mappings”.
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