Fortnox - Customer Update

This document describes the process of synchronizing customer data from Fortnox to App4Sales. The connector fetches active customers from Fortnox, maps their data to App4Sales customer objects, and then updates the App4Sales database.

Data Source Configuration

The connector retrieves customer data from the Fortnox API. It uses the /customers endpoint with a filter for active customers (filter=active). The connector paginates through the results, fetching 500 customers per page.

Data Mapping Table

Customer

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
CustomerCode	CustomerNumber	Direct mapping.
VatCode	VATNumber	Direct mapping.
CustomerName	Name	Direct mapping.
LanguageCode	CountryCode	Direct mapping.
PaymentConditionCode	TermsOfPayment	Direct mapping.
UsesPriceField	PriceList	The hashcode of the pricelist code is used. Defaults to 1 if no pricelist is linked.
Website	WWW	Direct mapping.
VatLiable	VATType	Set to true if `VATType` is "SEVAT".
Phone	Phone1	Direct mapping.
Discount	InvoiceDiscount	The value is parsed to a decimal.
ChamberOfCommerceCode	OrganisationNumber	Direct mapping.
CustomerClassification	Comments	The first 50 characters of the `Comments` field are used. This mapping is only active if the "Use comments (Anteckningar) field as customer classification" setting is enabled.
CustomerManager	Comments, OurReference	If the "Use comments (Anteckningar) field as customer manager" setting is enabled, the first 50 characters of the `Comments` field are used. Otherwise, if the "Sync OurReference as Customer Manager" setting is enabled, the `OurReference` field is used.

Addresses

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
AddressLine1	VisitingAddress, Address1, DeliveryAddress1	For visit addresses, `VisitingAddress` is used with `Address1` as fallback. For delivery addresses, `DeliveryAddress1` is used with `Address1` as fallback.
AddressLine2	DeliveryAddress2, Address2	For delivery addresses, `DeliveryAddress2` is used with `Address2` as fallback.
City	VisitingCity, City, DeliveryCity	For visit addresses, `VisitingCity` is used with `City` as fallback. For delivery addresses, `DeliveryCity` is used with `City` as fallback.
PostCode	VisitingZipCode, ZipCode, DeliveryZipCode	For visit addresses, `VisitingZipCode` is used with `ZipCode` as fallback. For delivery addresses, `DeliveryZipCode` is used with `ZipCode` as fallback.
Country	VisitingCountry, Country, DeliveryCountry	For visit addresses, `VisitingCountry` is used with `Country` as fallback. For delivery addresses, `DeliveryCountry` is used with `Country` as fallback.
Iso2	VisitingCountryCode, CountryCode, DeliveryCountryCode	For visit addresses, `VisitingCountryCode` is used with `CountryCode` as fallback. For delivery addresses, `DeliveryCountryCode` is used with `CountryCode` as fallback.
Email	Email	Direct mapping for all address types.
Fax	Fax	Direct mapping for all address types.
Phone	Phone1	Direct mapping for all address types.
AddressType	Derived	Hardcoded to "VIS" for visit addresses and "DEL" for delivery addresses.

Contact Persons

App4Sales Field	Source Field (API/Excel/DB)	Logic/Notes
Email	EmailInvoice, Email	If the "Sync the invoice email instead of the email for contact persons" setting is enabled, `EmailInvoice` is used. Otherwise, `Email` is used.
Phonenumber	Phone1	Direct mapping.
MobileNumber	Phone2	Direct mapping.
Language_iso2	CountryCode	Direct mapping.

Special Logic & Filters

The connector only retrieves active customers from Fortnox.
Private customers are skipped if the "Don't synchronize private customers" setting is enabled.
The connector also synchronizes payment conditions and price lists from Fortnox.

Related Settings & Prerequisites

Don't synchronize private customers: If enabled, customers of type "PRIVATE" will be skipped.
Use comments (Anteckningar) field as customer classification: If enabled, the customer's Comments field will be mapped to the CustomerClassification field in App4Sales.
Use comments (Anteckningar) field as customer manager: If enabled, the customer's Comments field will be mapped to the CustomerManager field in App4Sales.
Sync OurReference as Customer Manager: If the above setting is disabled and this one is enabled, the customer's OurReference field will be mapped to the CustomerManager field.
Sync the invoice email instead of the email for contact persons: If enabled, the contact person's email will be mapped from the customer's EmailInvoice field instead of the Email field.

Fortnox - Customer sync