If you are managing Fortnox projects, you can integrate them with Upsales.
This feature is available in Fortnox Premium
Activating sync Fortnox projects
- Click Settings → Fortnox Premium
- Toggle on the Synchronize Project option
- Save
Where can projects be synchronized?
Projects can be synchronized on Companies and Orders.
Is it possible to create companies within Upsales?
No, this functionality is not supported.
How do you select which project to associate with a Company or Order within Upsales?
Enter the project ID in the project field to ensure correct synchronization.
Is it possible to synchronize the project name?
Only the project ID will be synchronized; the name will not be synced.