Setting up the Pipedrive to Fortnox Integration

Now that you've installed the app and connected your accounts, it's time to configure how information flows between Pipedrive and Fortnox. The quick install already covered the essential settings. With this guide, you will be able to customise your app further if needed.

To find the settings page:

1. Click the profile icon situated on the right side of the screen.

   

   
   

2. Click "Tools and Apps"

   

   
   

3. Click Marketplace Apps, which is on the screen's left side.

   

   
   

4. Click the Pipedrive Fortnox app.

   

   
   

5. Click "Settings"

   

   
   

6. A Sync Settings dialogue box will open, and you can make preferred changes according to your requirements.

The setup process is divided into three main areas:

1. Customer Settings

2. Product Settings

3. Invoice/Order Settings

Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated. Let's start by looking at the Customer Settings.