Fortnox integration

Modified on Wed, 7 May at 10:54 AM

A step by step guide to setting up your Fortnox integration

Overview

With this Fortnox integration you will connect Simployer One to your Fortnox account through API and can then do the following:

Manual sync of employee data such as personal information, employment data, compensation data from Simployer One to Fortnox.

Export time off data such as sickness, parental leave and vacations to Fortnox.
Export attendance data such as worked hours on a project to Fortnox.

Requirements

Simployer One: Only owners in Simployer One can configure the integrations

Fortnox : To set up the integration with Fortnox you need an active license at Fortnox. And a user with the correct authentication in Fortnox.

Configuration

The integration is activated from Settings → Integrations → Integrate with payroll system → Add Integration

Select Fortnox, click Next to start the configuration wizard.
Enter all the detail needed for the connection.

You are now directed to Fortnox in order to authenticate the integration between the systems. Follow the directions in the Wizard. And then approve Simployer One to connect and have access to your Fortnox account through the API.

Click "Godkänn behörighet" and you should be returned to the Simployer One Settings -> Integrations page.

Integration data fields

Employee export to Fortnox

Simployer fields	Fortnox fields	Mapping conditions (if any) (Simployer → Fortnox)
Work Section
Employee number	Anställnings-ID	When exporting a new employee from Simployer One to Fortnox we set the "Anställnings-ID"/"Employee ID" in Fortnox to be the same as employee number in Simployer. Note: *You should never edit or change this value.* When doing so Simployer One loses connection to Fortnox and will be unable to find who to update when exporting leaves or updates to the employee.
Work email	E-mail	If Work email is missing Private email is sent
Work phone	Phone 2
Title	title
Personal
First name	firstname
Last name	lastname
Private email	email	Sent if Work email is missing
Private phone	phone
Social security number	ssn
HomeAddress - Street name	address2
HomeAddress - Zip code	zip-code
HomeAddress - City	state
HomeAddress - Country	country-code
Financial
Tax table	tax-table	If you are using the
Tax column	tax-table-column
Clearing number	clearing-nr
Bank account	account-nr
Employment
Start date	employment-start-date	This will be set when creating a user the first time. It will not be updated once been stored in Fortnox.
End date	employment-end-date
EmploymentForm	Employment	Employment type name
N/A	PersonelType	Sent as TJM the first time the employee is created in Fortnox. Will not be sent on updates.
Compensation
Salary amount	hourly-salary	if payout period is set to hourly:
Salary amount	monthly-salary	if payout period is monthly:
SalaryForm		based on payoutPeriod

Current constraints

.Cost center in Fortnox
- Cost center for the employee (inherited or defined) is not exported to Fortnox.
Employment rate & Schedule in Fortnox
- A standard schedule is set on the employee in Fortnox when exported (usually 100%) this is also setting the employment rate in Fortnox.
Vacationdays/Vacation balance is not exported/imported between the systems.
Dated wages are currently not supported.

Employee export from Fortnox to Simployer One

Simployer fields	Fortnox fields	Mapping conditions (if any) (Fortnox → Simployer One)
Work Section
Work email	email
Work phone	phone2
Title	title
Personal
First name	firstname
Last name	lastname
Private email	email
Private phone	phone
Social security number	ssn
HomeAddress - Street name	address2
HomeAddress - Zip code	zip-code
HomeAddress - City	state
HomeAddress - Country	country-code
Financial
Tax table	tax-table
Tax column	tax-table-column
Clearing number	clearing-nr
Bank account	account-nr
Employment
Start date	employment-start-date
End date	employment-end-date
Employment type
Compensation
Salary amount	hourly/monthly-salary
Salary effective date
Payout period

Absence (time off) export to Fortnox


Date	Leaves are sent day by day one date at a time	Leaves are only sent for days defined as working days.
Hours	Amount of hours of absence for that specific day
causeCode	What type of leave type defined in the settings
HolidayEntitling	True/False	Sent as true if the leave type deducts from vacation balance.
Extent	100	100 = one working day. If away for 4 hours and work week time = 8 for that day, then 50.

Attendance data export to Fortnox


Cause code	ARB or TID	Sent as ARB if employee is on an hourly salary. Otherwise sent as TID.
Date	Attendances are sent day by day one date at a time.
Hours	Amount of hours of attendance for that specific day.
project	Project code if defined.