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Fortnox is a leading web service for accounting and billing for both accounting agencies and companies. Sync your invoices and information between Upsales and Fortnox. |
Please note: If your Upsales account already has companies, products and orders do not activate the app without contacting Upsales Support. If you activate integration before contacting Upsales Support you risk creating duplicates.
When upgrading from the basic Fortnox app, it may take a few minutes before for the change to take effect. However, if you experience any issues please contact support.
This article will cover:
- Activate Fortnox premium app
- Collect API-key and enter it in Fortnox premium app (in Swedish interface)
- Setting up Fortnox app (Swedish interface)
- Detailed descriptions
Activate Fortnox app
- Click the Settings icon in the upper right corner of your Upsales screen.
- Click App directory.
- Locate Fortnox in the Apps list
- On the next screen, click Activate
- Select Accept terms to continue.
Congratulations, you've activated Fortnox app in your Upsales account. Now you need to collect an API-key from your Fortnox account and enter it into the Fortnox app in Upsales.
Collect API-key and enter it in Fortnox app (Swedish interface)
- An API-key needs from your Fortnox account needs to be entered into the Fortnox app, in Upsales.
- Generate and collect the API-key from your Fortnox account.
Start by locating "Administrera användare", under user id, in your Fortnox account.
- In Administrera användare, click on the "Lägg till integration" button.
- This will bring up "Ny integration" modal
- In the text field, search the following: j0nET3kc6W14
- Click Upsales Nordic AB
- Approve the integration by clicking Godkänn.
- This will bring up the API-key (API-kod). Copy this key and paste it in Fortnox app, in Upsales.
- In the Fortnox app, in Upsales, paste the API-key in the API-kod text field.
- Click Save
- Congratulations! You have now installed the API-key in the Fortnox app.
Setting up Fortnox app (Swedish interface)
To finish the setup, configure order sync and choose which pricelist to sync from Fortnox to Upsales.
Order settings (in Swedish)
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App-inställning
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Förklaring
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Modul att synka
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Välj det som ska synkas från Fortnox till Upsales. Du kan välja bara faktura, bara order eller order & offert.
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Uppsamlingsanvändare
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Välj den användare som ska stå som referens på order eller faktura, om ingen användare finns angiven i Vår Referens. |
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Vunnen order fas
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Välj i vilket steg, i Upsales säljtavla, som affärsmöjligheten ska befinna sig då faktura/order skapas i Fortnox. |
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Förlorad order fas
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Välj i vilket steg, i Upsales säljtavla, som ska motsvara makulerad order/faktura i Fortnox.
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Offertfas
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Välj i vilket steg, i Upsales säljtavla, som affärsmöjligheten ska befinna sig då offert skapas i Fortnox. (Används endast vid synk mot offert/order) |
Product settings (in Swedish)
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App-inställning
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Förklaring
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Prislista
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Välj vilken prislista i Fortnox som ska synkas över till produkterna Upsales.
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Additional field settings (in Swedish)
These settings are two-way sync, any changes made in one platform will also take effect in the other.
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App-inställning
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Förklaring
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Leveransadress på order
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Aktivera möjlighet att sätta leveransadress annan än faktureringsadress. Syns på order i Upsales.
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| Leveransdatum på order | Aktivera möjlighet att bestämma leveransdatum för order/faktura. Syns på order i Upsales. | |
| Kostnadställe på order | Aktivera möjlighet att bestämma kostnadsställe på order/faktura-nivå. Syns på order i Upsales. | |
| Kommentarer på order | Aktivera möjlighet att lägga till kommentarer på order/faktura. Syns på order i Upsales. | |
| Aktivera Kostnadställe på kund | Aktivera möjlighet att bestämma kostnadsställe på kundnivå. Syns på företagskortet i Upsales. | |
| Aktivera Leveranstyp faktura på kund | Aktivera möjlighet att bestämma utskrift eller E-mail som leveranstyp av faktura. Ses på företagskortet i Upsales. Syns på företagskortet i Upsales. | |
| Aktivera synkronisering av nivåbaserade priser från Fortnox till UpsalesAktivera synkronisering av nivåbaserade priser från Fortnox till Upsales |
Om du i Upsales vill få in produktens staffling från Fortnox till Upsales. | |
| Aktivera synkronisering av inköpspris på produkt från Fortnox till Upsales |
Om du använder funktionen täckningsbidrag i Upsales kan du hämta inköpspriset från Fortnox | |
| Importera listpris i andra valutor än din basvaluta |
Inställningen används om du säljer i flera valutor i Fortnox och använder prislistor för att sätta valutans pris. Här anger du vilken prislista i Fortnox som ska kopplas ihop med vilken. valuta i Upsales. Exempelvis, om du i Upsales har skapat 3 valutor; SEK, EUR & USD. SEK = Prislista SEK EUR = Prislista EUR USD = Prislista USD Prislistornas namn kan du själv bestämma i fortnox och du anger aldrig en valuta kopplad till prislistan därför måste du ange för Upsales vilket prislista som är vilken valuta. Du kan bara koppla en en prislista till en valuta. OBS. Fältet för prislista som du angett tidigare kommer synka mot basvalutan i Upsales. |
Known limitiation
Upsales will not know if the price is updated in Fortnox if you just change the price in tierd product. You will need to change something else on the product to sync the product to Upsales.
We have requsted a change for this to Fortnox and hope to get an update soon.
Detailed descriptions
Initial sync
The first time the integration is activated all data needs to be synced between Upsales och Fortnox. It's the customer-, product and order/invoice data that will be imported automatically to Upsales.
Delete
We don't sync delete action in the integration except delete customer in Fortnox. If someone is deleting a customer in Fortnox we will remove the customer number in Upsales (but not delete the company). If you want to delete something you need to do it manually in both systems. We made this decision because is a big risk that something goes terribly wrong if the sync is deleting stuff automatically.
Companies
Companies will be synced from Fortnox to Upsales in both directions. When you create a company in Upsales it will not be synced automatically to Fortnox. The first time we sync is when the company has a sale (100% probability) registered. When a company has a Fortnox customer number (synced to Fortnox) information added/changed in either system will be synced to the other system. If you create a company in Fortnox it will be synced to Upsales.
Products
Products will only be synced from Fortnox article register to Upsales. You can only choose one price list
Invoice
Users (can't be different settings in the same account) will be able to choose to sync sales in Upsales to orders or invoice module in Fortnox. Do you choose Invoice module, the integration will create an invoice in Fortnox when an opportunity change to an order stage (100% probability). All invoices created in Fortnox will be synced with Upsales as well.
Order
Users (can't be different settings in the same account) will be able to choose to sync sales in Upsales to orders or invoice module in Fortnox. Do you choose to order module, the integration will create a order in Fortnox when an opportunity change to an order stage (100% probability). All orders created in Fortnox will be synced with Upsales as well.
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