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.

This article will cover:

• Activate Fortnox app
• Collect API-key and enter it in Fortnox app (in Swedish interface)
• Setting up Fortnox app (Swedish interface)
  • Order settings (in Swedish)
  • Product settings (in Swedish)
• Detailed descriptions
  • Initial sync
  • Delete
  • Companies
  • Products
  • Invoice
  • Order

Activate Fortnox app

1. Click the Settings icon in the upper right corner of your Upsales screen.
2. Click App directory.
   
3. Locate Fortnox in the Apps list
   
4. On the next screen, click Activate
   
   
   
   
5. 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)

1. An API-key needs from your Fortnox account needs to be entered into the Fortnox app, in Upsales. 
   
   
2. Generate and collect the API-key from your Fortnox account.
   Start by locating "Administrera användare", under user id, in your Fortnox account.
   
   
3. In Administrera användare, click on the "Lägg till integration" button.
   
   
4. This will bring up "Ny integration" modal
   
   
5. In the text field, search the following: j0nET3kc6W14
   
   
6. Click Upsales Nordic AB
   
7. Approve the integration by clicking Godkänn.
   
   
8. This will bring up the API-key (API-kod). Copy this key and paste it in Fortnox app, in Upsales.
   
   
9. In the Fortnox app, in Upsales, paste the API-key in the API-kod text field.
   
   
10. Click Save
11. 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)

Product settings (in Swedish)

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.