|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, contact Upsales Support before activating the app. If you activate integration before contacting Upsales Support you risk creating duplicates.
This article covers:
Activating Fortnox app
- Click the Settings icon in the top-right corner of your Upsales screen.
- Click App directory:
- Locate Fortnox in the Apps list (Fortnox Premium and Fortnox Lagersaldo are also available):
- On the next screen, click Activate:
- Select Accept terms to continue
Congratulations, you've activated the 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.
Collecting an API key for Fortnox (Swedish interface)
- Upsales will ask you for your Fortnox API key:
- To generate your API key, go to "Administrera användare", under user id, in your Fortnox account:
- In Administrera användare, click "Lägg till integration":
- This brings up "NY integration" modal:
- Search "Upsales" and click Upsales Nordic AB
- Approve the integration by clicking Godkänn:
- This generates your API key (API-kod). Copy this:
- In the Fortnox app in Upsales, paste the API key in the API-kod text field.
- Click Save
- Congratulations! You've now installed the API key in the Fortnox app.
Setting up Fortnox app (Swedish interface)
To finish the setup:
- Configure order sync
- Choose which pricelist to sync from Fortnox to Upsales
Order settings (in Swedish)
Modul att synka
Välj det som ska synkas från Fortnox till Upsales. Du kan välja bara faktura, bara order eller order & offert.
|Välj den användare som ska stå som referens på order eller faktura, om ingen användare finns angiven i Vår Referens.|
Vunnen order fas
|Välj i vilket steg, i Upsales säljtavla, som affärsmöjligheten ska befinna sig då faktura/order skapas i Fortnox.|
Förlorad order fas
Välj i vilket steg, i Upsales säljtavla, som ska motsvara makulerad order/faktura i Fortnox.
|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)
Välj vilken prislista i Fortnox som ska synkas över till produkterna Upsales.
When you first activate the integration, all data needs to be synced between Upsales and Fortnox.
Customer, product and order/invoice data is imported automatically into Upsales.
Deleting a customer in Fortnox? Upsales will remove the customer number but not the company.
Deleting a customer and the company? You'll need to do this manually. This is to minimize any potential risks from automatic deletions.
Creating a company in Upsales? Syncing only happens when the company has a sale (100% probability) registered.
Creating a company in Fortnox? Syncing with Upsales happens automatically.
When a company in Upsales has a Fortnox customer number, any changes in either system are synced.
Products are synced from the Fortnox article register to Upsales. You can only choose one price list
You can choose to sync sales in Upsales to orders or invoice modules in Fortnox.
Choose invoice module, and an invoice is automatically created in Fortnox when an opportunity changes to an order (100% probability).
Invoices created in Fortnox are synced with Upsales.
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.
Choose order module, and an order is created in Fortnox when an opportunity change to an order (100% probability).
Orders created in Fortnox are synced with Upsales.
If a customer upgrades to Fortnox Premium from the standard Fortnox integration, will the purchase price on historical orders be imported from the Invoices in Fortnox to Upsales given that they have the contribution margin sales model activated?
Is it possible to create a rest order in Fortnox on an order that was closed in Upsales and for it to be synced back to Upsales? The initial order updated and a new rest order with less value created in Fortnox and Upsales? No, the Fortnox integration will only sync the inital order. Any backorders will not be synced back to Upsales.