Connect Assist to Fortnox to export invoice journal entries as sales orders. Assist can also find customers in Fortnox and create missing customers and articles when you export.
Exports create sales orders in Fortnox. Review those orders and continue your invoicing process in Fortnox. Cash order exports are not supported by this integration.
Before you start
Make sure you have:
Access to Settings → Integrations in Assist, with the correct station selected.
A Fortnox login that can approve access for the company you want to connect and work with its customers, articles and orders. Ask your Fortnox administrator for help if needed.
The company name available so you can check that you connect the right company.
You connect by signing in to Fortnox and approving access. You do not need to copy API keys into Assist.
This guide uses the English labels in Assist. Labels may differ if you use another language.
1. Add Fortnox in Assist
Open Settings → Integrations.
Under All integrations, find Fortnox and select Add.
Enter an Integration name, such as
Fortnox – Your Company. This name appears when you select where to export.Review the settings described below.
Select Create integration. Assist saves the integration and starts the Fortnox connection process.
2. Sign in and approve access
Sign in to Fortnox when prompted.
Make sure you are authorizing access to the company you want to use, then approve the requested access.
When you return to Assist, look for the message Fortnox was connected successfully.
Under Active, check that your integration shows Connected.
Select Edit on the integration and check the connected company details shown under Connection, when available.
If you leave the sign-in process before finishing, the integration may already be saved. Open it under Active, select Edit, then Connect Fortnox to finish connecting.
3. Choose how customers and products are handled
You can change these options when creating the integration or later through Edit → Settings. Select Save changes after editing an existing integration.
Setting | What it does | Default for a new integration |
Allow contact search when creating contacts. | Lets you search Fortnox for existing customers when creating contacts in Assist. | Off |
Create customers that do not exist during export. | Creates missing customers in Fortnox during export. If disabled, the customers must already exist in Fortnox. | On |
Create products and product groups that do not exist in your accounting system during export. | Creates missing Fortnox articles for the products or product groups used in the export. If disabled, those articles must already exist. | On |
Map products in Assist to a product representing the entire product group. | Uses an article representing the product group instead of the individual product. | Off |
Include registration number in reference field. | Includes the vehicle registration number in the order reference when available. | On |
Include VIN in reference field. | Includes the vehicle identification number in the order reference when available. | On |
Include agreement reference in reference field. | Includes the agreement reference in the order reference when available. | On |
If you already have customers and articles in Fortnox
Check the numbering before your first export:
Assist looks up existing customers using their customer number. Make sure the number in Assist belongs to the intended customer in Fortnox.
Assist looks up articles using the product code, or the product group code when group mapping is enabled. Check that these match the intended Fortnox articles.
Enable contact search if you want to find existing Fortnox customers while creating Assist contacts.
Agree with the person responsible for your customer and article registers whether Assist should create missing entries automatically.
4. Send your first export
Use an order that is ready for actual posting: journaling permanently closes the order in Assist.
Open the invoice order in Assist and check its registered customer, customer number, products, prices and currency.
When the order is Ready for posting, select Journal now.
In Confirm posting, open Select export.
Under Integrations, select the Fortnox integration name you created.
Select Journal and wait for the result.
After Export successful, open Fortnox and check the resulting sales order, including its customer, articles, quantities, prices, currency and references.
To send an existing invoice posting, open the posting in Assist, choose your Fortnox integration in the Export section, and select Send. Review Export history first to see whether it has already been sent.
The connection is ready to use once it shows Connected and your first export has been verified in Fortnox.
Reconnect or disconnect
Reconnect
If Assist shows Not connected or Reconnect required, exports through that integration are unavailable.
Go to Settings → Integrations.
Select Edit on your Fortnox integration under Active.
Select Connect Fortnox or Reconnect Fortnox, depending on the status.
Complete the Fortnox sign-in and approval process.
Check that the status returns to Connected, then return to your export and try again.
Disconnect
Open the integration through Edit and select Disconnect. You will need to connect it again before sending further exports.
Troubleshooting
What you see | What to do |
The connection could not start or Fortnox could not be connected. | Open the saved integration and try Connect Fortnox again. Complete the sign-in and approval process. If it still fails, contact Assist support with the message shown. |
Fortnox is unavailable in the export list. | Check the integration's connection status. Connect or reconnect it, then return to the export. |
Fortnox access denied. | Ask your Fortnox administrator to review the connected user's permissions, then reconnect and retry. |
A customer or product does not exist. | Check its customer number or product code. Create the matching entry in Fortnox, or enable the corresponding automatic creation setting in Assist. |
Fortnox rejected the export. | Read the error details and correct the indicated information. Each order must have a single currency. Retry after correcting the issue. |
Fortnox is temporarily busy. | Wait a moment and try the export again. |
Order already exists in Fortnox. | Review the order numbers in the error details and compare them with Fortnox and Assist's export history. The attempt may include both orders that already existed and newly created orders. Check these before sending again. |
If you need help, share the integration name, the affected Assist order or posting, and the error message with Assist support.