Setting Up Customer Sync Preferences

Customer Search Field

Define how customer data is synchronized between Shopify and Fortnox. Choose a unique field, like email or VAT number, to prevent duplicates. A new customer is created only when the customer is not found in Fortnox by the defined search parameter.

Fortnox Customer Number Sync

Decide if Fortnox should automatically generate a customer number or if it should take the number from Shopify.

a) Let Fortnox create the customer number

The customer number will be created in Fortnox. Select the Shopify field to store the Fortnox customer number or select "Do not add it anywhere" if you don’t want to store this number

b) Take the Fortnox customer number from Shopify

The customer number is taken from Shopify. Select the Shopify field, which has the customer number or select "Do not add it anywhere" if you don’t want to add this number.

Customer Default Mappings

Set default values for Payment Terms, Currency, Price List, Delivery Ways, Delivery Terms, VAT Types and Languages. These default values apply when new customers are created in Fortnox.