Fortnox integration

1. Creating the integration to Fortnox

In order to connect the integration, you have to grant myOGO access to your Fortnox. There are also additional settings that should be configured for the integration to be successful, those settings are listed below.

Go to myOGO Edit merchant page and select Integrations. Click on New integration and select Fortnox from the list. You will be redirected to Fortnox login site. Log in and grant OGOship access to listed endpoints.

The integration can now be viewed from Integrations page. It is advised to set First order date, especially if you have had an earlier integrations. Orders will be searched from that day onward.

Ignore products missing from OGOship option is not advised to be used with Fortnox. If products are ignored, the invoice will be created without those missing products.

Stock Location field determines which products are synced by myOGO. If the field is left empty, myOGO searches all the products in Fortnox. If you want to specify the products to be synced with myOGO you can do it by creating stock location in Fortnox and adding the Stock location ID to Stock Location field in OGO.

To determine which products are included in selected stock location go to product's Stock details page in Fortnox and select relevant Standard stock location.

        

2. Setting up shipping methods

Delivery methods that you offer at your online store need to be linked to specific shipping methods provided at myOGO in order to gain full automation. You can manage your Fortnox shipping methods from Settings → QUOTE/ORDER → Delivery method and delivery terms. Once you have those set up, copy the delivery CODE you want to link as a shipping method in myOGO. You can connect multiple different codes.

After copying the delivery codes, in myOGO go to Edit merchant → Shipping methods.

Add new shipping method from the list and copy the delivery method code from your online store.

 

The "*" special character can be used as a wild card in the text or code. E.g.

  1. "DHL*" matches to "DHL-1" and "DHL-test"
  2. "D*L" matches to "DtestL" and "DYL"

Remember to link every delivery method individually to certain shipping methods on myOGO.

We offer a large variety of shipping methods.

  • DHL offers worldwide fast delivery
  • Omniva is a cheaper and slower option to ship internationally
  • GLS ships to Europe

For more information read Shipping Methods.

 

3. Order flow and related settings

To better understand the order flow, here is a step by step overview on how the fulfillment works. Also, few settings have to be configured correctly to enable automatic fulfillment.

  1. Order is created in Fortnox with all the details the order needs.
  2. When order is marked as done (UI shows "Mark as not done" in order's page), myOGO will create the order from Fortnox. The order is checked for general requirements. (f.e. all the order lines must exist in myOGO).
  3. OGOship will validate the order before creating it to warehouse.
  4. If order validation was a success, the order will be sent to warehouse and shipped to customer. If validations didn't go through, order will be put to Reserved status in myOGO until issues are being manually solved.
  5. Once order has been shipped, myOGO will update Fortnox order's delivered quantities. MyOGO creates an invoice automatically based on the invoicing information that has been set to the order in Fortnox, which will set the order's delivery done field as true based on Fortnox's warehouse setting detailed below.

Mark as done -option can be found in the upper corner in order's details. The order is marked as done if the UI shows Mark as not done.

In order to enable automatic fulfillment, "Select 'Delivery done' automatically when creating invoice" should be turned On. It can be found in Fortnox from Settings → QUOTE/ORDER → Warehouse

When determining order's delivery address myOGO first looks for the Delivery Information → Name field. If that is empty, the delivery information is filled with data from Customer details section instead of Delivery Information section.

    

Avoiding unwanted back orders

When fulfilling the orders myOGO tries to update the delivered quantity to match the ordered quantity for each order line.

Updating ordered quantity is only possible if orders Stock status is set to value Delivery AND Delivery done has not been checked. Before order gets transferred to OGO, these two settings should be as in picture below. They should remain in these states so that the order can be fulfilled properly after shipping.

(If you are working with Fortnox API Stock status: Delivery in UI corresponds to "DeliveryState" = 0 in API)

If when fulfilling order myOGO can not be update the delivered quantities for the reasons detailed above or they do not match with ordered quantities, Fortnox will create a back order automatically for the order's missing delivered quantities.This will happen even if otherwise order would be fulfilled in OGO correctly. To avoid this, make sure that the fields mentioned above have the correct values.

          

4. Synchronizing products

Once the integration is set up, go to the ProductsSync webshop products. If the products are not yet visible, click Refresh.

When the products are visible on the Fortnox side of the page, click on all or the desired products, and select Create product. Read more about the product sync page.

When the physical products arrive at the warehouse, the stock amounts will be visible in both myOGO and Fortnox.