Fortnox customer survey integration
Prepare a customer-contact synchronization workflow between Fortnox and Examinare.
Choose the contacts and survey purpose
Identify which customer contacts should be available for survey invitations and which fields the survey requires. Confirm the Examinare connector and permissions supported for your Fortnox account.
Use the current authorization flow
Fortnox documents an OAuth authorization flow. The old instructions to copy a legacy API code should not be used as current setup guidance. Review Fortnox’s authorization documentation and follow the connection method confirmed by Examinare.
Check a small synchronization
Test with a small contact group. Check the destination group, field mapping, update behavior and how to stop the synchronization before enabling a larger list. No fixed 20-minute completion time is promised.
