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
• Collecting 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

Activating Fortnox app

1. Click the Settings icon in the top-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 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)

1. Upsales will ask you for your Fortnox API key: 
   
   
   
2. To generate your API key, go to "Administrera användare", under user id, in your Fortnox account.
   
   
3. In Administrera användare, click the "Lägg till integration" button.
   
   
4. This will bring up "NY integration" modal
   
   
5. Search "Upsales" and click on Upsales Nordic AB
   
6. Approve the integration by clicking Godkänn.
   
   
7. This generates your API key (API-kod). Copy this.
   
   
8. In the Fortnox app in Upsales, paste the API key in the API-kod text field.
   
   
9. Click Save
10. 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 and choose which pricelist to sync from Fortnox to Upsales.

Order settings (in Swedish)

Product settings (in Swedish)

Detailed descriptions

Initial sync

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.

Deletions

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 minimise any potential risks from automatic deletions.

Companies

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

Products are synced from the Fortnox article register to Upsales. You can only choose one price list

Invoices

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.

Orders

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.