Getting Started

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Getting Started

Table of Content

Table of Content

Now that you've installed the app and connected your accounts, it's time to configure how information flows between Shopify and Xero. 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 on "Apps"

    Getting Started


  2. Click on "Xero"

    Fortnox


  3. Click "Sync Settings"

    Fortnox

Setup process

The setup process is divided into three main areas:

1. Customer Settings

2. Product Settings

3. Invoice Settings

Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated.

Got unique integration needs?

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

Advanced Integration Settings

Advanced Integration Settings

Advanced Integration Settings

Previous

Product Rules

Next

Customer Sync Settings

On this page

To find the settings page:

Setup process

Setup process

Need help?

Our support team is ready to assist. Reach us through the following channels:

support@cloudify.biz

Schedule a call