From won deal to invoice, without double entry

Connect Upsales and Fortnox. Sales closes the deal, finance gets the right details and everyone sees the same customer data.

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A won deal in Upsales becomes an order in Fortnox

Why connect Upsales and Fortnox

No double entry

A won deal becomes an order or invoice in Fortnox. Nobody types the same thing twice.

The right details for finance

Products, prices and customer details come from one place, so the invoice is right from the start.

Sales sees who has paid

Payment status and reminders show on the customer in Upsales, ahead of the next call.

How the information flows

The integration works both ways. Won deals go to Fortnox as orders or invoices, and payment status, products and prices come back to Upsales. Customer details are kept the same in both systems.

What information flows between Upsales and Fortnox

Payment status right on the customer

Sales can see which invoices are paid, overdue or have had a reminder, without asking finance. Orders and credit notes created in Fortnox also show in Upsales.

Invoices and payment status from Fortnox on the customer in Upsales

Need more? Choose Fortnox Premium

With Premium you control in detail what is transferred, and get support for contribution margin, tiered products and multiple price lists.

Read about Fortnox Premium

How to get started

You need the Fortnox Integration licence. Customers, products, orders and invoices are imported automatically when you connect.

Read the guide

1. Activate the app

Find Fortnox in the app catalogue under Settings in Upsales and click Activate.

2. Log in to Fortnox

Approve the connection with your Fortnox account.

3. Choose how to sync

Choose whether won deals become invoices or orders, at which stage, and which price list applies.

See how Upsales and Fortnox work together for you

Book a demo and we will walk you through the flow from deal to invoice.

Book a demo Try Upsales