Fortnox – Upsales Help Center

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.

Install Fortnox integration

Go to Apps in Upsales and install the Fortnox App. You will need to collect an Access token from Fortnox to be able to install the app. The access token is retrieved from Fortnox by clicking on your company name in the top right and then click on "Administrera användare". Then click on "Lägg till integration" and search for j0nET3kc6W14. Do not search for Upsales as it will not work. Please note, if you are an existing Upsales customer you need to contact Upsales support before you activate the APP, else you will have duplicate products and customers inside Upsales. Learn more about how to get the API-key from Fortnox here.

App settings	Remark
Access token	Add your fortnox access token in Upsales. We need this to be able to connect to Fortnox.
Invoice or order	Choose to sync sales from Upsales to Fortnox in order or invoice module in fortnox.
Order stage	Choose which stage that should initial sync between Upsales and Fortnox
Product list	Choose which price list in Fortnox that will be synced to Upsales
Default user	Choose which user in Upsales that will be default user to connect orders/invoices to if no user is found.

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.