Quick Start Guide for Uniwin’s Shopify Fortnox Integration App
Purpose of document:
This guide will briefly show how to install Uniwin's Shopify Fortnox App and configure it for connecting
your Shopify store with your Fortnox account. Uniwin's Shopify Fortnox App is developer friendly and
compatible with development stores (trial stores), so you can install and use it entirely free of charge
when you have a Shopify development store. You can sign up for a trial store from:
https://www.shopify.com/?ref=developer-933b91ab0bab930e
This is a BETA app now, so the level of automatization this app can provide is limited, hence
recommended only for small companies or medium sized companies with limited amount of
products/orders.
Requirements:
1. Shopify store. Free trial or paid plan.
2. Fortnox account. Enable addons for: Invoicing, Order&Quote, Accounting
For using this app it is not needed to sign up for any account with Uniwin or have any separate
agreement. You simply install and get started as explained below in this document.
The app cost 20$ per month is billed through the monthly invoice you get from Shopify. 1000 orders
sync per month is included in the price.
Installation & Settings
Step 1 - Install Uniwin's Shopify Fortnox App
Install the app from https://fortnox1.uniwinapp.com/install.php
You can find a video showing how to do the installation on: https://youtu.be/MdRtgSEgl_k
Step 2 - Enable Fortnox addons
If you don't already have the addons for "Invoice", "Bookkeeping", "ORDER & QUOTE", you get them by
adding it in your Fortnox Dashboard. Consult with your accountant before you enable these addons and
be aware of any additional costs for the addons. In the Fortnox Dashboard, go to Manage Users and
then click on "Add Licences" then select "Fakturering", "Bokföring", "Offert & Order" and place the
order. You will get a confirmation from Fortnox support once the addons are ready for use.
Step 3. Connect Shopify store to Fortnox Account
In your Fortnox Dashboard go to Manage Users->Add Integration and then type “Uniwin”. When you
type Uniwin then the Shopify Fortnox Integration will show up. Just select it, then a API-key will be
shown. Copy this API-key and paste it into the app’s “Fortnox API Code” field and save the setting. Now
you will get the message “Token is successfully updated”, it means your store is connected to Fortnox.
The app only needs this API-key to link your shop with your Fortnox account.
Step 4. Enable Sync
Now you can enable the sync independently for CUSTOMERS, PRODUCTS or ORDERS.
Check video on https://youtu.be/32pCkBE6jdI
Step 5 - Map the Shopify Products with Fortnox Articles.
For each product in your Shopify store you must have an article in Fortnox and this must be linked
through the SKU attribute. By DEFAULT the app will expect the mapping between a Shopify product and
Fortnox article using the Shopify_SKU and Fortnox_Item_Id (artikelnummer). You do this mapping by
opening your product in Shopify and scroll down to section “Inventory”, and there on field “SKU” you
have to type the corresponding Fortnox_item_id. The Fortnox_item_id is found from Fortnox
Dashboard->Register->Article. This way the product in Shopify is linked to the article in Fortnox. This
mapping is necessary for correct invoicing amount and stock sync. Image below:
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 above given steps.
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.
Step 6 - Test
Place a sample order and do a manual sync from the tab "Manual sync".
If you have any questions are need help please contact us on [email protected]e
If you get any error messages in your app, please remember to include a screenshot when you contact
our support.
Good Luck!
Uniwin Support Team
