Prerequisites
Connection with Fortnox and Fortnox invoice export must be set up before an invoice can be transferred. Please see this article (Integration with Fortnox 2.0) for more details.
The high-level flow of the integration:
- Check customers, create or update
- Check products, create or update
- Transfer invoice
Customers
RecMan checks if a customer with the same customer number exists in Fortnox.
- If the customer number does not exist in Fortnox, RecMan will create the customer in Fortnox with the details specified in the table below.
- If the customer exists in Fortnox, RecMan will update the customer in Fortnox with the details specified in the table below.
The following customer details are transferred to Fortnox when the customer is created or updated:
| Fortnox Field | RecMan Field |
|---|---|
| CustomerNumber | Customer number in RecMan |
| Name | Customer Name |
| Customer Email | |
| EmailInvoice | Customer Invoice Email |
| OrganisationNumber | Customer Company No. |
| Address1 | Customer Invoice Address 1 |
| Address2 | Customer Invoice Address 2 |
| City | Customer Invoice Address, City |
| CountryCode | Customer Invoice Address, Country |
| DeliveryAddress1 | Customer Delivery Address 1 |
| DeliveryAddress2 | Customer Delivery Address 2 |
| DeliveryCity | Customer Delivery Address, City |
| DeliveryCountryCode | Customer Delivery Address, Country |
| ZipCode | Customer Delivery Address, Postal Code |
Products
RecMan checks if a product (article) with the same product number exists in Fortnox.
- If the product number does not exist in Fortnox, RecMan will create the product in Fortnox with the details specified in the table below.
- If the product exists in Fortnox, RecMan will update the product in Fortnox with the details specified in the table below.
The following product details are transferred to Fortnox when the product is created:
| Fortnox Field | RecMan Field |
|---|---|
| Article Number | Product Number |
| Description | Product Name |
Invoices
When transferring an invoice, the following details are sent to Fortnox:
| Fortnox Field | RecMan Field |
|---|---|
| Customer Number | Customer Number |
| Invoice Number | Invoice Number |
| Invoice Date | Invoice Date |
| Payment terms | Credit time |
| YourReference | Project, Customer invoice reference |
| OurReference | Project, Our Invoice reference |
| Invoice Text | Project, Invoice note |
| OrderNumber | Order Number |
Invoice lines:
| Fortnox Field | RecMan Field |
|---|---|
| Article Number | Product Number |
| Quantity/number | Quantity |
| Name | Product Description |
| Account Number | Product Credit Account |
| Price | Price |
| VAT | VAT |
When the invoice transfer is complete, the invoice in RecMan will be marked as “Exported.”
Common errors
| Error Message | Description |
|---|---|
| Kan inte logga in, access-token eller client-secret saknas. | Sign in with Fortnox, Economy settings → Department. |
