Order – Auto Sync

By default sync is disabled. Just check on the check boxes to enable sync. You can enable/disable independently, but we recommend that you enable all of them: product, customer, order. You must enable ORDER & QUOTE module in your Fortnox account for syncing orders.

Order Sync :

When an order is placed in Shopify, it will be synced into Fortnox as an order. You can also automatically create an invoice for each order.

Synced attributes for order from Shopify to Fortnox :

• Order date
• Order number
• Contact information
• Billing address that sync:
  • First name and last name
  • Billing address
  • Billing address 2
  • Postcode
  • City
  • Country
  • Phone
• E-mail
• Shipping address that sync :
  • First name and Last name
  • Shipping address
  • Shipping address 2
  • Postcode
  • City
  • Country
• Shipping method
• Payment method

Order – Manual Sync

Two different ways to manually sync an order to Fortnox:

Option 1 : From the Orders tab; use the “>>” button on the new order column to manually sync. Another option given below with screenshot.

Option 2 : From Shopify’s order page; click on the More Actions drop down and select “Sync order to Fortnox”.

Invoice Sync

When an order is placed in Shopify, it will be synced into Fortnox as an order. App will automatically create an invoice for each order.

Synced attributes for invoice from Shopify to Fortnox :

• Customer details
• Product details
• Order details
• Invoice date

Send Invoice

Button to create Credit Invoice when an order is refunded.

Invoice Posting

You can automatically post all invoices in Fortnox.

When this feature is enabled then invoice will also be posted automatically using the predefined account settings in Fortnox->Settings->Invoice->Predefined Accounts.
In most cases it is enough to specify the accounts for: Sale Goods, Sale Service, Account Receivable, Tax

Product Sync

If you have ticked the Article Sync, when a new product is created in Shopify, it will automatically be created in Fortnox also. When you change the name or other attributes of a product, it will be synced into Fortnox also. By DEFAULT the app will do the mapping between a Shopify product and Fortnox article using the Shopify_SKU and Fortnox_Item_Id.

Synced attributes for product from Shopify to Fortnox :

• Product name
• Product title
• Product SKU or ID
• Product price

If you already have articles inside your Fortnox account, then you have to manually create similar product in Shopify and connect it to the existing Fortnox article by copying the fortnox article id and save it as the SKU on the specific product variant in Shopify. This way the product in Shopify is linked to the article in Fortnox. This mapping is necessary for correct invoicing amount and stock sync. Beta notice: When article sync is enabled, any unlinked Shopify product might create duplicate in Fortnox when and order is synced or refunded. If this happens you have to verify the mapping values.

Price Sync

Below settings option are available in the Fortnox App, please check screenshots for the behaviour

Different setting options in App.

Stock Sync

This is a multishop feature and Fortnox is considered as base. It means the stock value from Fortnox will be updated into Shopify when this feature is run.

Stock is synced from Fortnox to Shopify. You can select whether you want to sync the amount from “In Stock” or “Available” attribute of the article. You update the stock value by clicking on the “sync” button. As this is a basic manual feature in current version of the app, you have to trigger this one or more times a day manually. The update happens in the background and it might take several minutes depending on how many products you have, if you have for instance 100 products, it will take few minutes. So if you click on the sync button be patience and do not exit the app as this will terminate the sync process. Once stock is completed, you will get report on screen with the result.

The “Note” attribute of the article in fortnox must be filled with correct value for proper operation of this stock sync feature. If this was not filled automatically, please contact us.

Mapping options with SKU

Guide for your reference : Click Here

Tax Sync

The app has settings so you can decide how the tax should be synced. App is compatible for your sales outside Sweden also.

Synced attributes for vat from Shopify to Fortnox :

• vat percentage

Guide for your reference : Click Here

Sales to other countries – Tax sync

Guide for your reference : Click Here

Discount Sync

Compatible with Shopify’s own discount features. The final discounted price will be synced to your Fortnox account.

Synced attributes for discount from Shopify to Fortnox :

• discount code name
• discount price based on specifications – entire order or selected collections

Guide for your reference : Click Here

Payment Type

Enable this option to sync the payment type. Information will be added to the field “Order Text” in the Fortnox order. Compatible with “Shopify Payments”.

Project Sync

Guide for your reference : Click Here