Articles in this section
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Q: Can information from a form overwrite already existing information in Upsales?
A: No, if for example a customer fills out a form a second time with new information the new info...
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Q: When someone submits to a form, can i send an email to my marketing admin?
A: Yes you can. Enter the settings page of the form. Go to the section Form actions and add more...
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Q: Can I change the user on an already accounted invoice in Fortnox in Upsales interface?
A: No, not from Upsales. You are able to change "Our reference" (Vår referens) on the invoice in ...
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Q: Appointments - If you're not the organiser but just a participant, can you remove yourself from an appointment that another user has made in Upsales?
A: If the organizer is another Upsales user you cannot edit the meetingIf the organizer is an ext...
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Q: Initial sync from Xero/Quickbooks
When doing the initial sync from Quickbooks/Xero, how does Upsales deal with different currencies...
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Q: Do Upsales synchronise discount percentage on order to Fortnox?
A: No, Upsales only synchronises the amount
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Q: Do Fortnox synchronise "Frakt-avgift" to Upsales?
A: No
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Q: Is the Visma eEkonomi sync two ways for updates?
A: No, the updates will only happen from Upsales -> Visma.
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Q: Is it possible to sync "leveransadress" between Upsales & Visma eEkonomi?
A: No it only syncs invoice address
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Q: Do visma.NET synchronise paid status to Upsales?
A: No, not at the moment.
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Q: Which of Upsales phone apps bring up the customer name when receiving an incoming call?
A: 3Växel and Tele2 has this functionality
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Q: How does products sync between Visma.NET and Upsales?
A: Products only sync from Visma.NET to Upsales, and this will happen when you create a new produ...
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Xero Premium
Xero Premium enables collaboration between your sales and accounting. No need to create an invoi...
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PE Accounting Premium (new)
PE Accounting Premium är till för dig som driver tjänstebolag med 5-500 anställda. Arbeta ...
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Fortnox (svenska)
Fortnox är en molnbaserad plattform för ekonomiadministration, för småföretag, redovisningsb...
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PE Accounting (new)
PE Accounting är till för dig som driver tjänstebolag med 5-500 anställda. Arbeta smidigt ...
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Xero
Xero is an all-in-one accounting software designed to make life easier for small businesse...
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End of life for some apps & integrations
Our goal is to deliver a world-class Customer Success experience as well as having the world's mo...
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How to connect your email with IMAP
Want to use Upsales email features with an account that isn't Gmail or Office 365? Connect using ...
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Tele2
Call from Upsales via Tele2 Phone calls is something we take for granted, but with the integ...
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How to use your Upsales calendar with Google or Office 365
Connect your Google or Microsoft 365 calendar to book appointments and send invites through your ...
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Scrive 2.0
Shorten sales cycles by e-signing contracts directly from Upsales. This article covers: Require...
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Visma e-conomic
Getting started How to use the app Import employees, customers, products, contacts, and orders f...
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Quickbooks
You can use the Upsales app to integrate with your Quickbooks account This article covers: Act...
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Dropbox
Integrate Dropbox to access stored documents from company cards. To use the Dropbox app, each use...
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Visma.net
Use the Visma app to create invoices or orders in Visma when your sales rep has closed a deal in ...
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Fortnox Lagersaldo
This app helps you make sure you've enough items in stock before promising delivery to your custo...
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Fortnox Premium app
Fortnox is a leading web service for accounting and billing for both accounting agencies and ...
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Google Drive
With the Upsales Google Drive integration, you can access relevant company documents stored in yo...
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Visma eEkonomi
Visma eEkonomi, Accounting & invoicing for the small business owner. Work seamlessly with yo...
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