INTEGRATION TO

Fortnox

Integrate Fortnox with Cloudify to make your invoicing process easy and productive. You not only save time but also the operational cost in manually doing the finance tasks created for small and medium scale businesses to be on top of their finance and accounting processes.

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Supported Integration

Custom Apps

With CRM system

Integrate Fortnox with your CRM systems like HubSpot and Pipedrive, that lets you sync customer data between the apps, setting up field mapping, etc. Fortnox integration with CRM lets you represent the ongoing, won or lost sales in the CRM, and more accounting functionalities in the organisation.

How does it work?

When your CRM is populated with customer data, you can automatically create invoice/draft order/quotes and send this to the customer for further action.

Campaigns

You can manage your campaigns and get real-time data about the campaigns by integrating Fortnox with the CRM app.

Customers

Once the contacts are created/updated in the CRM, they automatically get updated in Fortnox that includes billing and shipping addresses, respectively.

Products

Any item that is listed in Fortnox will be uploaded as products in the CRM app with the functionality of one sales price being mapped in CRM as standard price.

Orders

The sales orders from the CRM with its current status will be synced as Fortnox sales orders.

Invoice

Payment method will be synced from CRM to Fortnox for sales for automatic invoice creation.

With Marketing systems

Integrate Fortnox and your in- and/or outbound marketing system to create several workflows from advanced emails and automate the business processes. Manage your customers, partners, and employees.

How does it work?

When the generated leads or customer data are populated into the Fortnox account for invoicing, the customer details are further synced into the marketing app’s mailing list.

Orders

When an order is placed in the webshop and the details are updated in the Fortnox app, the details are then transferred to the marketing app where you can set up targeted email campaigns.

Customers

The customer information can be used in the marketing app. If the marketing app is linked with the CRM and Fortnox, it can also take customer information from there and launch email campaigns.

With Inventory and Production Management systems

Integrate your CRM with inventory and production management app to automate your stock updates, manage orders and get complete hold of your inventories.

How does it work?

Sync your complete inventory and import your sales orders by integrating Fortnox with inventory or production management apps.

Orders

When an order is marked shipped or delivered in the inventory management app, it also gets updated in Fortnox.

Inventory

Inventory sync with Fortnox lets you keep track of the stocks and stock outs.

Order fulfillment status

Once the shipment is complete or delivered, the status gets updated in the Fortnox account.

With Payment systems

Integrate Fortnox with payment apps like PayPal and Stripe to ensure secure payments for the orders placed on the webshops. It makes the payment process simple, eliminating the hassle of collecting customer information during checkout processes.

How does it work?

Once an order is placed, Fortnox imports the contact details of the customer and automatically creates an invoice with or without the payment links.

Customer

When a customer places an order on the webshop, the details are transferred to Fortnox for invoice generation.

Orders

When an order is placed, the payment link is automatically sent to the customer along with the invoice.

Products

Sync your product listings with Fortnox that lets you keep track of the stocks.

With webshops

Integrate Fortnox with ecommerce apps to automate your webshop functionalities like transferring orders, sending invoices, syncing customer data along with products and inventories, etc.

How does it work?

When an order is placed on the webshop they get automatically transferred to the accounting app or Fortnox in the current case. An invoice is created against the order with or without the option for payment. Accordingly, the customer and product details are updated as per your needs.

Customer

All the customer details like shipping address, billing, contact details, etc. are synced to the Fortnox account.

Products

All the product listings are updated and synced with Fortnox with all details. Any modification of the products in the webshop reflects automatically in Fortnox.

Inventory

The exact inventory level is maintained by the real time stock updates from Fortnox.

Sales Orders

All webshop sales orders will get instantly converted into Fortnox sales orders.

Order fulfillment

The shipping method and shipping charges by the ecommerce stores will be fully mapped with Fortnox so that the customers can track their shipments and view the order status in real time.

BENEFITS

Benefits of Integrating Fortnox with Cloudify

Automated Financial Management

Integration with Fortnox automates bookkeeping, invoicing, and expense tracking, reducing manual work and ensuring accurate financial records in real-time.

Streamlined Invoice Processing

Syncing Fortnox with payment and sales systems ensures seamless invoice creation, tracking, and reconciliation, improving cash flow management and reducing payment delays.

Centralized Data for Better Oversight

By integrating Fortnox with CRM and inventory platforms, businesses can access all customer, inventory, and financial data in one place, enhancing operational visibility.

Enhanced Payroll Efficiency

Fortnox integration with HR and payroll tools simplifies salary calculations, tax deductions, and employee record management, ensuring compliance and saving time.

Real-Time Tax and Compliance Updates

Integration ensures automatic updates to tax calculations and compliance requirements, helping businesses stay aligned with local regulations without additional effort.

Improved Reporting and Analytics

Connecting Fortnox with analytics tools delivers customized financial reports and performance insights, empowering businesses to make informed decisions and identify growth opportunities.