To get started with integrating Fortnox with Roughly Right, you need admin user access. In addition, you will need to have reached out to our help team to activate the ability to connect to Fortnox.
Integrate with Fortnox - You will then find a Fortnox tab within Basics in Roughly Right. Click on the Fortnox tab, and then click the Start button to begin the Authentication process. You will be directed to login on Fortnox, and will need to have login credentials for Fortnox.
Here is a video how to get started on the integration with Fortnox:
Import Settings - Once Roughly Right is connected to Fortnox and authenticated, you can begin importing information from Fortnox into Roughly Right. First, click Start underneath Import settings. There, you can select what company information you want to sync from Fortnox to Roughly Right, such as company name, VAT number, etc.
Sync financial information - Under the Sync Vouchers heading, you can select which voucher series and the financial year to be synced. The synced voucher series are what will be connected to projects, such as supplier invoices (D) and expenses (K, A or other). These vouchers are synced once per day during the night, so expenses added to Fortnox will be in Roughly Right the following day.
