Articles in this section
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Q: Can I change terms of payment, terms of delivery and way of delivery in Upsales?
A: No, regarding these fields Fortnox is the master. So any changes in these fields will have to ...
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Q: Does new information received from a form replace existing information in Upsales?
A: No. If a customer completes the same form again with new information, this doesn't overwrite t...
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Q: When a form is submitted, can I trigger an email to be sent to my marketing admin?
A: Yes: Open the form you created Click Settings → Form actions → Add more actions: Click Send e...
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Q: In Upsales, can I change the user on an already accounted invoice in Fortnox?
A: Not from Upsales. Change "Our reference" (Vår referens) on the invoice in Fortnox. The user on...
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Q: Can you remove yourself as a participant from an appointment made by another user?
A: No, only organisers can edit the appointment.
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Q: Initial sync from Xero/Quickbooks
Q: When syncing from Quickbooks or Xero, how does Upsales deal with closed orders with currencies...
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Q: Does Upsales synchronise discount percentages on orders to Fortnox?
A: No, Upsales only synchronises the amount.
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Q: Does Fortnox synchronise "Frakt-avgift" to Upsales?
A: No
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Q: Does the Visma eEkonomi sync both ways?
A: No, updates happen from Upsales to Visma.
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Q: Is it possible to sync "leveransadress" between Upsales & Visma eEkonomi?
A: No it only syncs the 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 Upsales phone app shows customer names on incoming calls?
A: 3Växel and Tele2.
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Q: How do products sync between Visma.NET and Upsales?
A: Products only sync from Visma.NET to Upsales when you create new products in Visma.NET.
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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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How to install Tele2
How to integrate Upsales and Tele2 and track your sales process from first call to won deal. In...
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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: Acti...
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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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How to use the Visma.net app
Use the Visma app to create invoices or orders in Visma when your sales rep has closed a deal in ...
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How to use Fortnox Lagersaldo
This app helps you make sure you've enough items in stock before promising delivery to your custo...
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How to use the Fortnox Premium app
How to sync your invoices and information between Upsales and Fortnox using Fortnox Premium. Does...
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How to integrate Google Drive
With the Upsales Google Drive integration, you can access relevant company documents stored in yo...
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