Connect Fortnox

Use this when your bookkeeping lives in Fortnox. Once connected, the same customer is one record in each system, invoices can be sent to Fortnox, and when Fortnox records a payment the invoice is marked as paid here. Nobody has to type anything twice.

The connection belongs to the whole workspace, not to the person who set it up. Once one person connects, everyone here works against the same Fortnox company.

Connect it

1. 1Open Marknadsplats from the sidebar and choose Fortnox.
2. 2Select Anslut Fortnox. You are sent to Fortnox to sign in and approve access, then brought straight back to the settings page.
3. 3The page confirms the connection and shows which Fortnox company you are connected to, under Fortnox-företag.

If the page says Fortnox är inte tillgängligt på den här servern än, the connection has not been switched on for your workspace yet. Contact support.

If you do not approve access in Fortnox, or the sign-in takes too long, nothing is connected and the page tells you why. Just try again.

What syncs

Open Vad synkroniseras. The switches under Vad hålls synkroniserat decide what happens. While a switch is on, the sync runs by itself in the background.

• Håll kunder synkroniserade copies new and changed customers both ways. The name, address, organisation number and VAT number are kept in step, and each customer remembers its Fortnox customer number so the two records stay linked.
• Skicka fakturor till Fortnox och hämta betalstatus tillbaka lets invoices go to Fortnox, and marks an invoice as paid here once Fortnox records the payment.
• Skicka nya fakturor till Fortnox automatiskt sends every new invoice without anyone having to choose to send it. With it off, an invoice goes to Fortnox only when someone sends it. It only works while the invoice switch above it is on.

Orders, subscriptions and products do not sync with Fortnox yet. Keep creating them here as usual; they are simply not sent to Fortnox.

Run a sync now

You never have to, but under Kör nu you can start any part straight away, for example right after connecting:

• Synkronisera alla kunder brings in the customers from Fortnox.
• Skicka alla kunder till Fortnox sends your customers the other way.
• Skicka fakturor till Fortnox nu sends invoices that have not reached Fortnox yet.
• Leta efter betalda fakturor nu asks Fortnox which invoices have been paid since the last check.

Each one ends with a short summary of how many were sent, updated or skipped, and how many could not be processed.

When Fortnox asks you to connect again

Fortnox can end a connection on its side, for example when access is revoked in Fortnox or has not been used for a long time. The page then says Fortnox har loggat ut den här anslutningen and nothing syncs until someone selects Anslut igen.

Connecting again to the same Fortnox company picks up where it left off. Customers keep their link to Fortnox, so nothing is duplicated.

Disconnect

On Anslutning, select Koppla från and confirm. This disconnects Fortnox for the whole workspace, not just for you: customers and invoices stop syncing for everyone until someone connects again. Nothing already in Fortnox or here is deleted.