IMPORTANT: Always check your Shopify order notes to verify the status of your integration.

Q: What exactly does this integration do?

This integration helps you:

• Turn your Shopify orders into Fortnox invoices/orders automatically

• Keep your Shopify and Fortnox product and customer data in sync

• Monitor sync status through detailed logs within Shopify order notes

• Handle refunds and shipping charges with ease

Q: I've installed the app, but how do I start creating the Fortnox invoices/orders?

You can setup automatic invoice/order creation triggers in the "Invoice/Order Settings" section of the app which is visible under "Sync Settings" on the left panel of your Shopify admin page. You can choose to create a Fortnox invoice or order depending on what trigger you've selected (Paid, Fulfilled or Instant Invoice).

Q: When I try to create invoices/orders in Fortnox, it says I am not licensed. What do I do?

The error comes up when your Fortnox access is limited. Please speak to your Fortnox admin to provide you with privileges to create invoices/orders in Fortnox.

Q: Will the invoice/order be directly sent to my customer after it is created?

The integration only creates a draft copy of an order/invoice. You can review it before sending it to your customer manually.

Q: How do I know if my invoice/order was created successfully?

Check these locations:

• View the "Notes" section in your Shopify order for a successful message

• Check Fortnox for the newly created invoice/order

• Monitor any error messages under the Shopify order's "Notes" section

Q: Can I connect my Shopify store with multiple Fortnox accounts?

No. You can only connect one Fortnox account to one Shopify store at a time. However, you can switch to a different Fortnox account later by disconnecting the existing one first.

Q: What happens if my Shopify customer isn't in Fortnox?

The integration will automatically create a new customer record in Fortnox using:

• Customer information from Shopify

• Your configured default settings

• Mapped customer fields

Q: What if my Shopify product isn't present or found in Fortnox when the integration runs?

You have three options that can be handled via the integration:

• Halt the invoice/order creation (for manual review)

• Use a default product as a placeholder

• Automatically create new articles in Fortnox from your Shopify order

Q: I am unable to import my Fortnox customer and product data to Shopify with this application.

The integration is unidirectional and syncs customer & product data from Shopify to Fortnox only, not the other way around.

Q: I can't see the created invoice/order in Fortnox. What should I check?

Verify these points:

• Check the Shopify order notes for any errors

• Verify your Fortnox connection status

• Confirm if it's a draft invoice or draft order that you created

• If you ran into any errors, use the replay feature after making any changes (Go to your Shopify order > More actions > Replay invoice sync)

Q: My custom field mappings aren't working. What should I check?

Verify these points:

• Ensure field types match between systems (e.g., name to name, email to email, ID to ID)

• Check required fields are properly mapped

Q: There's a mismatch in invoice/order amounts between Shopify and Fortnox. What should I review?

Check these settings in the Cloudify app:

• Tax inclusion/exclusion settings

• Shipping charge configuration

• Currency settings and conversions in Shopify

Q: Some customer/product/order information is missing on invoices/orders. How can I fix this?

You can bring additional customer, product and order information from Shopify to Fortnox by visiting the "Field Mapping" section available under Customer, Product and Invoice/Order sections of the app.

Q: How do I map the Shopify order number in the Fortnox invoice/order?

Go to Sync Settings > Invoices/Orders > Invoice/Order Field Mappings > Notes and References and select the Order Number from Shopfiy drowdown against the Notes Headline in Fortnox.

For any persistent issues or questions not covered here, please contact support@cloudify.biz for assistance.