Fortnox

Introduction

The integration between TimeLog and Fortnox consists of partial integrations that provide seamless cooperation between the two systems. The integration consists of the following features:

  • Automatic transfer of customers from TimeLog to Fortnox
  • Automatic update of customer information in Fortnox
  • Automatic transfer of invoices from TimeLog to Fortnox
  • Invoice balancing between TimeLog and Fortnox


Features

This section includes a list of features and limitations to each transfer area of the integration.

Currencies

Fortnox requires you to transfer a valid currency. If the currency you've selected with your invoice does not exist in Fortnox, you will receive an error. However you can add currencies to your account on Fortnox, by going into Settings and search for 'valuta'.

The currency rate is decided by Fortnox, meaning you only need to choose your invoice's currency.

Customers

Customers can be transferred to and from Fortnox.

In the current integration implementation, it is not possible to set all values for each customer on Fortnox and transfer them to TimeLog, for the moment, the following values are set in TimeLog and can be transferred to Fortnox, but not vice versa:

  1. Debtor group
  2. VAT code (VAT zone)
  3. Invoice template
  4. Discount percentage

VAT no. in TimeLog is also the CIN/PIN no. on Fortnox. When a customer is transferred to Fortnox the CIN/PIN no. for that customer on Fortnox will change to the corresponding CIN/PIN no. belonging to the VAT no.

Payment terms are not mapped between the two systems. Customers transferred from TimeLog to Fortnox will be created with no payment term and invoices transferred to the customer wil have the default payment term from Fortnox.

Product numbers

Product numbers can only be transferred from Fortnox to TimeLog. Note that they are not transferred automatically. An system administrator will have to go to the system administration > integrations and choose to import them manually. The product number setup is carried out in TimeLog and consists of 3 steps:

  1. Importing product numbers from Fortnox
  2. Configuring a product number principle for various TimeLog data types
  3. Configuring default product numbers for various TimeLog data types

Invoices

Only booked invoices can be transferred from TimeLog to Fortnox. Invoices are transferred as drafts.

Once an invoice is booked on Fortnox, its status changes on TimeLog to Booked in the Transferred invoices table in TimeLog.

It is possible to change an invoice on Fortnox once transferred, however this will result in changes values, e.g. Amount, being highlighted on the Transferred invoices table in TimeLog.

Some values must be the same when transferring an invoice. E.g. Fortnox does not accept VAT percentage that does not exist on Fortnox. If you get an invalid VAT error, it means the VAT percentage you've chosen for the invoice, is not on your Fortnox account. You can however add VAT to your Fortnox by going into Settings and search for 'moms'.

Invoice lines

Invoice lines are transferred along with the invoice. Invoice lines can be modified in Fortnox and addition line can be added. Changes will not be reflected in TimeLog.

All invoicelines from TimeLog are transferred to Fortnox except subtotal lines as Fortnox cannot handle those.

Unit types on the invoicelines in TimeLog are not transferred to Fortnox as there is no direct mapping of unit types. Instead in Fortnox the unit type of the chosen product is put on the invoiceline

Unit types must therefor be set up in Fortnox on the products in order to get the right unit types on the invoicelines.

Expenses

Expenses can only be transferred from Fortnox to TimeLog.

Projects

Not part of the integration.

Tasks

Not part of the integration.

Allocations

Not part of the integration.

Registrations

Not part of the integration.


Mapping

This section contains the explicit mapping of fields between TimeLog and Fortnox.

Customers

Field name Technical name
TimeLog Fortnox TimeLog Fortnox Remarks
Name Namn Name Name
Phone Telefon Phone Phone1
Fax Fax Fax Fax
VAT no VAT nummer VatNo VATNumber
Address Fakturaadress Address.Address Address1
Address 2 Fakturaadress 2 Address.Address2 Address2
Address 3 - Address.Address3 -
City Ort Address.City City
Country Land Address.Country CountryCode
Postal code Postnr Address.ZipCode ZipCode
Website Webbadress Website WWW
E-mail E-post Email Email
Currency Momstyp Currency Currency Only currency is transferred, Fortnox uses own currency rate
Discount Fakturarabatt (%) DefaultDiscountPercent InvoiceDiscount
Owner Vår referens KAM OurReference

Product numbers

Field name Technical name
TimeLog Fortnox TimeLog Fortnox Remarks
Name Benämning Name Name
No. No. ProductNo Number

Invoices

Field name Technical name
TimeLog Fortnox TimeLog Fortnox Remarks
ID ID ExternalInvoiceReference1 Used to identify the invoice when retrieved from Fortnox
Invoice no. InvoiceNo ExternalInvoiceReference2 Used to identify the invoice when retrieved from Fortnox
Customer Customer InvoicingCustomerName CustomerName Customer no. and name are transferred to identify customer in Fortnox
Heading Fakturatext Heading Remarks
Invoice date Fakturadatum InvoiceDate InvoiceDate
Payment terms Betalningsvillkor - TermOfPayment Terms of payment is set by the customer's payment terms in Fortnox
Currency Valuta Details.Currency.Abbreviation Currency Abbreviation of the currency from the invoice in TimeLog
Due date Förfallodatum DueDate DueDate
Message Kommentar Message Comments
P.O. no.: Ert ordernummer RequisitionNo YourOrderNumber
Customer's Ref.: Er referens CustomerReference YourReference
Internal reference: Vår referens Details.InternalReference OurReference
Invoice address: Fakturaadress InvoicingAddress.Address1 Address1
Invoice address2: Fakturaadress 2 InvoicingAddress.Address2 Address2 Invoice address 2 and invoice address 3 are concatenated into Address 2 in Fortnox
Invoice address3: Fakturaadress 2 InvoicingAddress.Address3 Address2 Invoice address 2 and invoice address 3 are concatenated into Address 2 in Fortnox
Invoice Zipcode Postnr InvoicingAddress.ZipCode ZipCode
Invoice City Ort InvoicingAddress.City City
Invoice country: Land InvoicingAddress.Country Country Has to be swedish version of a country to be valid
VATIncluded Always set to false
- - Credit Set to false if invoice, true if credit note
- - InvoiceType InvoiceType in Fortnox - Always set to INVOICE

Invoice lines

Field name Technical name
TimeLog Fortnox TimeLog Fortnox Remarks
Product no. ArtikelNr ProductNo ArticleNumber
Rate À-pris Rate Price Unit attached to product retrieved from Fortnox
Description Benämning/td> Text Description
Quantity Antal Quantity DeliveredQuantity Economic doesn't allow a quantity of 0. If so the rate will be set to 0 instead
% Rabatt Discount Discount

Expenses

Field name Technical name
TimeLog Fortnox TimeLog Fortnox Remarks
- ExternalID _externalId
Date Fakturadatum Created InvoiceDate
Created Fakturadatum Created Date
Currency Valuta CurrencyID ID The currencyID in TimeLog is fetched from the TimeLog currency, based on the currency ABB on the purchase from Fortnox
Currency Kurs ExchangeRate Rate The currency rate in TimeLog is fetched from the TimeLog currency, based on the currency ABB on the purchase from Fortnox
DisbursementNo -
Expense no. Löpnr InvoiceNo InvoiceNumber
Payment method PaymentMethod - Default paymentmethod for import. Set up in TimeLog
Amount incl. VAT Amount (Curr) PurchasedAmount Total
VAT VATIncluded 0 Always set to 0. Expenses will exclude VAT amounts
Comment Kommentar Comment Comments
Product No Leverantör ProductNo SupplierName Used as a placeholder for Fortnox's supplier name