Setting Up Customer Sync Preferences

Customer Search Field

Define how customer data is synchronized between Shopify and Fortnox. Choose a unique field, like email or VAT number, to prevent duplicates. A new customer is created only when the customer is not found in Fortnox by the defined search parameter.

Note: Feel free to click Get Guided Installation if you require assistance from Cloudify experts regarding the installation steps

Fortnox Customer Number Sync

Decide if Fortnox should automatically generate a customer number or if it should take the number from Shopify.

a) Let Fortnox create the customer number

The customer number will be created in Fortnox. Select the Shopify field to store the Fortnox customer number or select Do not add it anywhere if you don’t want to store this number

b) Take the Fortnox customer number from Shopify

The customer number is taken from Shopify. Select the Shopify field, which has the customer number or select Do not add it anywhere if you don’t want to add this number.

Customer Default Mappings

Set default values for Payment Terms, Currency, Price List, Delivery Ways, Delivery Terms, VAT Types and Languages. These default values apply when new customers are created in Fortnox.

Customer Field Mappings

Customize the data transfer from Shopify to Fortnox to ensure accurate synchronization when a new customer is being created in Fortnox from Shopify. Some fields are mapped by default.

Click "Create new Shopify property" if you want to add any new mapping fields to the window.