Fortnox - Create Customer

This document describes the process of creating a new customer in Fortnox via App4Sales. The functionality is triggered when a new customer is created in the App4Sales application. The connector either creates a new customer or updates an existing one based on the presence of a customer number.

Trigger & Permissions

The customer creation process is initiated from the App4Sales application. The connector must be configured to allow customer creation. This is controlled by the CreateCustomer and EditCustomer connector information flags. The request is sent as an XML payload.

Payload Mapping

The incoming customer data from App4Sales is mapped to the Fortnox customer model. The following tables detail the field mappings.

Customer Header

Fortnox Field	App4Sales Field	Logic/Notes
Active	N/A	Hardcoded to `true`.
CustomerNumber	CustomerCode	If this field is empty or null, a new customer will be created. Otherwise, the existing customer with this number will be updated.
Name	CustomerName
VATNumber	VatCode
PriceList	UsesPrice	The `UsesPrice` (ID) is used to find the corresponding price list. The `Code` of that price list is then used.
TermsOfPayment	PaymentCondition
Email	Email
Phone1	Phone
Phone2	Mobile
OrganisationNumber	ChamberOfCommerceCode
Type	N/A	Hardcoded to `COMPANY`.
VATType	CountryCode, VatCode	Determined based on the customer's country and VAT number. See the "Validation & Defaults" section for more details.
Currency	UsesPrice	The currency is derived from the price list associated with the customer.
YourReference	ContactFullName
OurReference	(from SalesRep)	If the `SetSalesRepNameAsOurReference` setting is enabled and it's a new customer, this field is populated with the name of the sales representative.
Comments	(from SalesRep)	If the `UseCommentsForCustomerManager` setting is enabled and it's a new customer, this field is populated with the name of the sales representative.

Addresses

Fortnox supports three types of addresses: Invoice, Visiting, and Delivery. The mappings for these are as follows:

Fortnox Address Field	App4Sales Field	Address Type
City	VisitCity	Invoice
Address1	VisitAddress1	Invoice
CountryCode	CountryCode	Invoice
ZipCode	VisitPostCode	Invoice
VisitingCity	VisitCity	Visiting
VisitingAddress	VisitAddress1	Visiting
VisitingCountryCode	CountryCode	Visiting
VisitingZipCode	VisitPostCode	Visiting
DeliveryCity	DeliveryCity	Delivery
DeliveryAddress1	DeliveryAddress1	Delivery
DeliveryAddress2	DeliveryAddress2	Delivery
DeliveryCountryCode	CountryCode	Delivery
DeliveryZipCode	DeliveryPostCode	Delivery

Validation & Defaults

VAT Type Determination

The VATType is determined by the following rules:

If the CountryCode is empty, the VATType is set to EXPORT.
If the CountryCode is "SE" (Sweden), the VATType is set to SEVAT.
If the CountryCode is another European country:
- If a VatCode (VAT number) is provided, the VATType is set to EUREVERSEDVAT.
- If no VatCode is provided, the VATType is set to EUVAT.
For all other countries, the VATType is set to EXPORT.

Response & Error Handling

After attempting to create or update a customer, the connector checks for errors from the Fortnox API.

If an error occurs, the process is stopped and an error message is returned (e.g., "ERROR: [Error message from Fortnox]").
If the operation is successful, a success message with the customer number is returned (e.g., "Succes: [Customer Number]").

Related Settings & Prerequisites

SetSalesRepNameAsOurReference: When enabled, the sales representative's name is placed in the 'OurReference' field for new customers.
UseCommentsForCustomerManager: When enabled, the sales representative's name is placed in the 'Comments' field for new customers.

Fortnox - Create customer