Set up Customer Search Rules to seamlessly synchronize customer information between Pipedrive and Fortnox, ensuring data consistency and avoiding duplicate entries. The integration actively searches for customers based on your defined parameters; if a match is found, that record is used; otherwise, a new customer profile is created to maintain a comprehensive database.

1.1 Company Matching Criteria

You can configure company matching criteria by selecting a field in Pipedrive (e.g., Organization Name, Email) corresponding to the chosen Fortnox field. This ensures both platforms refer to the same company data when syncing information, maintaining consistency across systems.

1.2 Enable Primary Contact Sync

This feature is essential for businesses dealing directly with consumers, allowing the seamless addition of individual contacts from Pipedrive to Fortnox as customers when there's no associated company. Therefore, if this is the case, check “Enable Primary Contact Sync.” From the "Pipedrive Contact Identifier" dropdown menu, select the Pipedrive field that uniquely identifies your contacts, such as person name and email.

From the "Fortnox Contact Field" dropdown menu, select the corresponding field in Fortnox that should be used to match and identify the same contact. This should also be a unique identifier like an email address or customer number in Fortnox. Click "Next"