Syncing companies
Requires Sync Companies in App settings.
- Creates and updates HubSpot companies from Fortnox customers.
- Existing companies are matched by Fortnox customer number first, then by company name.
- Keep customer names consistent in HubSpot to avoid duplicates.
- Optional filters and private-person contact sync — see App settings.
| Field HubSpot | Direction | Field Fortnox | Description |
|---|---|---|---|
| Company: fortnox_id | <- | CustomerNumber | Field created by the Fortnox app to keep track of which customer it is related to |
| Company: organization_number_from_fortnox | <- | OrganisationNumber | Field created by the Fortnox app. Swedish organisation number, or for international companies: DUNS number or EU VAT number |
| Company: name | <- | Name | |
| Company: address | <- | Address1 | |
| Company: address2 | <- | Address2 | |
| Company: city | <- | City | |
| Company: country | <- | CountryCode (fallback: Country) | Standard HubSpot Country/Region. Stored as ISO 3166-1 alpha-2 (e.g. SE). Uses Fortnox CountryCode when set; otherwise a 2-letter Country value or an English/Swedish country name. Existing companies are updated on the next company sync. When creating a Fortnox customer from HubSpot, the same field is converted back to Fortnox’s country register name. |
| Company: zip | <- | ZipCode | |
| Company: phone | <- | Phone | |
| Company: billing_email | <- | EmailInvoice (fallback to Email) | Custom field created by the app for storing a single billing email address. Synced from Fortnox customer's EmailInvoice field (or Email field if EmailInvoice is not available). Used when creating invoices in Fortnox from HubSpot deals. |
| Company: fortnox_cost_center | <- | CostCenter | Cost center code. Synced from Fortnox (trimmed on import). Used when creating customers and invoices in Fortnox. Values are normalized to uppercase when written to Fortnox from HubSpot. |
| Company: fortnox_sales_account | <- | SalesAccount | Default sales/ledger account (Bokföringskonto). Synced from Fortnox (trimmed on import). Only sent to Fortnox from HubSpot when a new customer is created. |
| Company: fortnox_customer_type | <- | Type | COMPANY or PRIVATE from Fortnox; shown in HubSpot as Company or Private person. When PRIVATE, the company domain is cleared on sync. |
| Company: fortnox_invoice_template | -> | DefaultTemplates.Invoice / Invoice.PrintTemplate | HubSpot name from App Settings → Invoice template mapping. Used when creating customers/invoices in Fortnox so the correct print template is applied. Options are synced from the Settings map when you save it. See Create an Invoice. |
Private person customers (optional HubSpot contact)
Fortnox customers with Type = PRIVATE are included in the regular company sync above. Turn on the nested setting Create contact for private persons (under Sync Companies) to also create or update a HubSpot contact and associate it with the company. The integration uses Fortnox Email as the unique key for the contact (not EmailInvoice); if Email is blank, only the company is synced.
| Field HubSpot | Direction | Field Fortnox | Description |
|---|---|---|---|
| Contact: email | <- | Required for this step; EmailInvoice is not used for the contact |
|
| Contact: firstname / lastname | <- | Name | Full name split into first and last (last word = last name) |
| Contact: phone | <- | Phone1 | |
| Contact: address | <- | Address1 | |
| Contact: city | <- | City | |
| Contact: zip | <- | ZipCode |