Ongoing WMS Fortnox 3PL invoicing integration
Table of contents
The invoicing integration is intended to be used by warehouse operators who wish to automate the invoicing process between Ongoing WMS' invoicing module and Fortnox. Read more about Ongoing WMS 3PL invoicing. The integration can be used to send invoices from Ongoing WMS to Fortnox.
To be able to export invoices from Ongoing WMS to Fortnox there are a few things that must be setup correctly first.
Edit the goods owner (How to edit goods owner). The value in the field Advanced ⇒ References ⇒ Customer Code must be the customer number that the goods owner has in Fortnox:
Every price list entry must have an article number and an account:
The article number in the price list corresponds to the article in Fortnox and the account corresponds to the account the article belongs to in Fortnox.
Note: The integration will automatically create articles (price list) in Fortnox if they don't already exist. If the article is created by the integration you will need to edit the unit in Fortnox manually. For information about how to edit your price list please see 3PL invoicing documentation.
If the invoice in Ongoing WMS has an invoice number that will be transmitted to Fortnox:
Otherwise, the invoice number will be generated by Fortnox, and when the invoice is exported the invoice number from Fortnox will be saved on the invoice in Ongoing WMS.
If you need to update the invoice rows in Fortnox you can simply export the invoice again.
Fortnox uses OAuth 2.0 in order to allow integrations to access the data needed. To setup the integration you will need to perform the following steps:
Activate the app Ongoing WMS in the Fortnox Marketplace:
When the app is activated you will be redirected to the Ongoing landing page:
Here you will be asked to provide credentials for the WMS where you want to setup the integration. In the box marked System you can provide either the URL of the WMS, for example https://demo.ongoingsystems.se/demo/, or you can provide the Ongoing customer ID which can be found using the info button at the bottom of the page when you are logged in on your WMS:
Username and Password corresponds to the user and password for the WMS.
Once the correct information is provided and the login button clicked you will be redirected to Fortnox where you will first be asked to login:
Note: The user name here is the user name for Fortnox.
The next step is to read through which permissions the integration needs. In order to be able to use the integration all the requested permissions must be accepted. If you are unsure what the different permissions mean please contact us. If the required permissions are denied you will not be able to setup the integration.
- When the requested permissions are accepted you will be redirected to the previously provided Ongoing WMS. Note that here you will be shown the integration meant for goods owners by default*. Since you are setting up the invoicing integration you will need to click the button Switch to Fortnox invoicing module.
- As the final step before creating the integration in your Ongoing WMS you can fine tune the integration settings. Once you are done click the Create button to create the integration.
* The reason for this is that Ongoing WMS provides one app in Fortnox, and since the most common use case is to set up the WMS integration this is the first choice.