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Overview

Fortnox Integration

Fortnox Integration

Welcome to the Pipedrive-Fortnox Integration Setup Guide. This comprehensive resource will guide you through the process of connecting your Pipedrive and Fortnox accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.

Integration Process Overview

The setup process consists of four main stages:

  1. Getting Started: Initial setup and account connection

  2. Customer Settings: Configure customer data synchronization

  3. Product Settings: Set up product catalog matching

  4. Invoice Settings: Define invoice creation and management rules

Prerequisites

Before beginning the integration process, please ensure you have:

  1. An active Pipedrive account with administrative access

  2. An active Fortnox account with administrative access

  3. Necessary authentication credentials for both platforms

Setup Process Overview

The integration setup consists of these main stages:

  1. Connect Fortnox account

  2. Choose Your Subscription Plans

  3. Invoice/Order Sync Rules

  4. Customer Search Rules

  5. Product Sync Rules






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