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Installation
Gettting the Most Out of the App
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: 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: 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: 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: 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.
Q: 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
Q: 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 if issues persist
Q: 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 sync attempts.
Q: 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.
Q: I get the error "Workflow execution failed: <SKU should not be empty>". What should be done here?
Update product SKU information in Pipedrive and 'Replay' the integration from deal notes. If you don't have SKUs for your Pipedrive products, try changing the product search method (under the app settings) to Product Name instead of SKU
Q: I have moved the deal from one stage to another, but the invoice/order is not yet created
Check:
If a pipeline is added in the Invoice/Order Sync rules of the app
Your Pipedrive deal notes for any error messages
If all required information is present in the deal
Your Fortnox connection status
Q: The generated invoice/order is missing some information, how can I correctly update this information?
Go to the "My apps" section on Pipedrive and select the app
Navigate to "Settings"
Review and update your field mappings for invoice/order
Save your changes
Try creating the invoice/order again using the 'Replay' button in your Pipedrive deal notes
Q: How do I update the booked invoice (or financial) data from Fortnox in Pipedrive?
Go to 'People' or 'Organization' in Pipedrive, select a contact and click on the "Update" option in the Visma Fortnox integration card on the left panel. This will update the booked invoices financial data for that particular person or organization
For any persistent issues or questions not covered here, please contact support@cloudify.biz for assistance.