Streamline Your Business with Shopify Fortnox Integration

Table of Contents

  1. Introduction
  2. What is Shopify Fortnox Integration?
  3. Detailed Integration Features
  4. How to Set Up the Integration
  5. Maintenance and Support
  6. Real-life Scenarios and Examples
  7. Troubleshooting Common Errors
  8. Conclusion

Have you ever found yourself bogged down by the daunting task of manually syncing your online shop with your accounting software? The continuous entry of data, the chances for errors, and the sheer amount of time spent can be overwhelming. Enter Shopify Fortnox Integration – a bridge between your e-commerce store and your accounting system that promises efficiency, accuracy, and time-saving.

Introduction

Did you know that integrating your Shopify store with Fortnox could free up countless hours, allowing you to focus on growing your business instead of drowning in administration? If you own a Shopify store and looking for an accounting solution, Shopify Fortnox Integration could be the answer to your prayers.

Shopify and Fortnox individually are powerful tools, but combined, they form a potent combination that could revolutionize the way you do business. Integrating these platforms provides a seamless flow of data from your Shopify store right into your accounting system, keeping your financials up-to-date and accurate with minimal effort.

In this post, you will discover how the Shopify-Fortnox Integration works, its benefits, and the features it offers—giving you all the necessary information to decide if it's the right solution for your business.

What is Shopify Fortnox Integration?

Shopify Fortnox Integration is a clever solution developed for e-commerce businesses that use Shopify as their selling platform and Fortnox for their accounting and financial needs. Launched on July 19, 2022, by Uniwin, a company well-experienced with creating apps for Shopify, this integration automates the synchronization process between Shopify and Fortnox.

As soon as a customer places an order on your Shopify store, the integration ensures that the customer's information, product details, and the transaction as a whole are instantly and accurately reflected in your Fortnox accounting system. The integration supports automatic sync of orders, invoices, payments, customer details, products, and even stock levels—streamlining operations from the storefront to your financial books.

Benefits of using Shopify Fortnox Integration

  1. Time Efficiency: Automating data entry tasks frees up valuable time for you and your team.
  2. Accurate Bookkeeping: Reduces the risk of human error inherent in manual data transfers.
  3. Real-time Data Synchronization: Keeps your financial data updated without any delay.
  4. Enhanced Inventory Management: Tracks your stock levels in real-time, updating both Shopify and Fortnox automatically.
  5. Customer Satisfaction: With more time at hand, you can focus on enhancing customer experience and support.
  6. Scalability: Handles an increasing volume of business transactions effortlessly, allowing your business to grow.

Detailed Integration Features

Sync CUSTOMER

Every new customer created or making an order on your Shopify site is automatically created in Fortnox. If an existing Shopify user places a new order, the system reuses the same customer profile.

Sync PRODUCT

New products created on Shopify will automatically populate in Fortnox. If you edit product attributes on Shopify, those changes will reflect in Fortnox too. The system uses the Shopify_SKU and Fortnox_Item_Id for accurate product mapping.

Sync ORDER

Whenever an order is placed, it translates into Fortnox as an order which can then be automatically converted into an INVOICE. It gives you control over the details to sync and simplifies the order processing cycle.

Sync INVOICE

Invoices are seamlessly pushed from Shopify to Fortnox, ensuring that every sale is promptly documented and processed within your accounting records.

Updating Stocks

For those with multiple Shopify stores, the stock values from Fortnox will update on Shopify, Glazing the path for easier multi-store management.

Pricing and Additional Costs

At a standard price of $20/month billed through Shopify, the integration allows up to 1000 orders sync per month without hidden costs. However, Fortnox charges certain amounts for its add-ons and these fees are independent of the Shopify Integration pricing.

How to Set Up the Integration

Setting up the integration involves a few simple steps:

  1. Install the Shopify Fortnox Integration from the Shopify App Store.
  2. Acquire necessary add-ons from Fortnox, like API Integration and Invoicing add-ons.
  3. Enable settings for syncing CUSTOMERS, PRODUCTS, and ORDERS through the generated new token on the app's settings tab.

Maintenance and Support

Uniwin offers comprehensive support through email and chat, available during Central European work hours. Their support addresses technical or presales questions associated with the app.

Real-life Scenarios and Examples

  1. A Swedish furniture store uses the integration to instantly map local taxes and manage customer invoices.
  2. A multi-national dropshipping company leverages the sync stock feature to manage inventory across different countries.
  3. A boutique clothing store automates tax and SKU handling for new products, streamlining their new product launch process.

Troubleshooting Common Errors

If you encounter issues, such as "Kunde inte hitta konto" (Could not find account), it indicates missing values in Fortnox's predefined accounts or the accounts missing in Fortnox's Account Plan. You can address these by manually creating an order in Fortnox and matching the necessary account numbers.

Conclusion

Shopify Fortnox Integration makes it easier for store owners to oversee their e-commerce activities systematically and effectively. Embracing this integration can revolutionize how you manage orders, maintain inventory, streamline invoices, and customer data, ensuring that your business runs as smoothly and efficiently as possible.

FAQ Section:

Q: Is there a limit to the number of orders the integration can handle? A: The standard plan handles up to 1000 orders per month. Should your volume exceed this, contacting support for an upgrade might be necessary.

Q: Will using the Shopify Fortnox Integration affect the customer experience on my Shopify store? A: No, the integration runs seamlessly in the background and doesn't impact the front-end experience of your Shopify store.

Q: Can I cancel my subscription to the integration service at any time? A: Yes, you can cancel or change plans any time as you only pay for each starting month.

Q: Are there any additional costs involved with this integration besides the monthly fee? A: Yes, while the integration itself has a setup fee, you might incur additional costs for necessary Fortnox add-ons required for the integration to work.

Q: What kind of support does Uniwin provide? A: Uniwin provides email and chat support during CET work hours for any technical or pre-sale queries related to the app.

App Stack