How to sync your invoices and information between Upsales and Fortnox using Fortnox Premium.

Does your Upsales account already have companies, products and orders? Contact Upsales Support before activating to avoid potential duplication

Upgrading from the standard Fortnox app? It may take a few minutes to update. If you experience any issues, please contact support.

This article covers how to:

• Activate Fortnox premium app
• Set up Fortnox (Swedish interface)
• Detailed descriptions
  • Initial sync
  • Deletions
  • Companies
  • Products
  • Projects
  • Invoices
  • Orders
  • Discounts

How to activate the Fortnox app

1. Click the Settings → App directory:
   
   
    
2. Click Fortnox Premium in the Apps list (Fortnox and Fortnox Lagersaldo are also available), and click Activate:
   
   
   
    
3. Select Accept terms to continue.

Congratulations, you've activated Fortnox Premium!

Now you need to press Logga in i Fortnox in the settings to connect the systems. This will take you to Fortnox where you need to log in and accept the app permissions. Once that is finished you will be redirected to Upsales again and can continue the configuration

Fortnox set up (Swedish interface)

To finish the setup, configure order sync and choose which pricelist to sync from Fortnox to Upsales.

Order settings (in Swedish)

Product settings (in Swedish)

Customer settings (in Swedish)

General settings (in Swedish)

Additional field settings (in Swedish)

These settings are under the Extra fält heading.

Known limitation
Upsales won't detect an updated price in Fortnox if you just change the tiered product price. Change something else on the product to sync the product to Upsales. 

Detailed descriptions

Initial sync

The first time the integration is activated, all data needs to be synced between Upsales and Fortnox.

The customer, product and order/invoice data is imported automatically to Upsales.

Deletions

Delete actions in the integration are only synced when deleting customers in Fortnox. The customer number in Upsales will be removed, but the company won't be. For other delete actions, you'll need to do these manually in both systems. This is to avoid risks from automatically deleting data.

Companies

Companies are synced in both directions between Fortnox and Upsales.

However, when you create a company in Upsales it's not synced automatically to Fortnox. Syncing starts when the company has a sale (100% probability) registered.

When a company has a Fortnox customer number (and so is synced to Fortnox), edits are synced both ways.

When you create a company in Fortnox it is also synced to Upsales.

Products

Products are synced from the Fortnox article file connections register to Upsales using the chosen price list. 

Products are imported from Fortnox to Upsales and are updated in Upsales when updated in Fortnox. Updates are imported when an order/invoice/offer containing the product is updated.  

Projects

You can associate customers, invoices, orders, and offers with a project, which can be used inside Fortnox to do project-based reporting and accounting.

This feature can be activated by toggling “Synkronisera projekt” in the settings of the integration inside Upsales.

Activating this feature creates a custom field for Upsales customers as well as Upsales orders. The project will be synced whenever you create or update a customer in either system.

Whenever you create or update an Upsales order, the Fortnox offer/order/invoice will receive the same project that is on the customer of the order, unless the order already has a project set.

Invoices

Users (with the same settings in each account) can sync sales in Upsales to orders or invoice modules in Fortnox.

If you choose invoice module, the integration creates an invoice in Fortnox when an opportunity changes to an order stage (with 100% probability).

All invoices created in Fortnox are synced with Upsales.

Orders

Users (with the same settings in each account) can sync sales in Upsales to orders or invoice modules in Fortnox.

If you choose order module, the integration creates an order in Fortnox when an opportunity changes to an order stage (with 100% probability).

Discounts

Adding a discount to an order in Upsales? In Upsales you'll see the gross order value (before the discount), the discount percentage, and the net order value. 

In Fortnox, the net order value is synced. So if you notice a difference between order values in Upsales and Fortnox, check for discounts possibly affecting gross and net values:

Sync discounts as a percentage or amount

You can select whether to sync the discount as a percentage or amount to Fortnox.

Go to the settings of Fortnox Premium in Upsales.

Scroll down to “Extra fält” and check “Synka rabatt som procent istället för summa”.