Product Sync Rules

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Product Sync Rules

Table of Content

Table of Content

Product Sync Rules define how products from Pipedrive are matched with those in Fortnox, enabling a simple field-based matching or a direct connection without searching to ensure accurate product syncing and invoicing.

Simple Search

This feature is used to match products between Pipedrive and Fortnox by correlating a specific field, such as SKU or product number. It's particularly useful for users who have long product lists. Choose the corresponding field in Pipedrive and Fortnox for automatic identification from the respective dropdowns.

Direct Link

You can connect products directly without searching. This option is useful for users who have short product lists. Map the Pipedrive fields with the Fortnox fields and click "Save Mappings".

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

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support@cloudify.biz

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