Installation
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FAQs - Frequently Asked Questions
IMPORTANT: Always check the "All" subsection under the History section of your Pipedrive deals to view the status of your integration run.
Q: 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
Q: 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
Q: 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
Q: I get this error when I try to create invoices/orders in Fortnox using this integration: "The workflow execution failed due to this error: There is no active license for the desired scope".
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:
Q: I get this error when I try to create invoices/orders in Fortnox using this integration: "The workflow execution failed due to this error: There is no active license for the desired scope".
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:
Q: I get this error when I try to create invoices/orders in Fortnox using this integration: "The workflow execution failed due to this error: There is no active license for the desired scope".
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:
Q: 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.
Q: 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.
Q: 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.
Q: 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
Q: 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
Q: 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
Q: 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.
Q: 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.
Q: 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.
Q: 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.
Q: 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.
Q: 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.
Q: 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.
Q: 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.
Q: 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.