Product Sync Rules
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".
Sync deals which do not have products associated with them
This option is applicable when there are no products in a deal and the user wants to sync the deal. You can check this option. Select the product and click "Finish".
Select a default article to add an overall discount as a line item
Opt for this feature to incorporate invoice-level discounts as line items in Fortnox when chosen. This enables you to apply a standard discount to entire deals, effortlessly showcasing it as a default product within the Pipedrive deal.
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