This article answers common questions about the integration between Handyman and Fortnox, covering order creation, invoicing, employee setup, and article syncing between the two systems.
Why can't an employee log in to Handyman?
Every employee must have a unique email address set up in Fortnox, as this email address is used for logging in to Handyman. If the login fails, check that the employee has a unique email address registered in Fortnox.
How are Departments configured in Handyman when using Fortnox integration?
If the setting UseCostCentresAsDepartment is enabled, Cost Centres from Fortnox are imported as Departments in Handyman. Otherwise, Departments must be handled manually in Handyman.
How are customers handled between Handyman and Fortnox?
Customers are imported from Fortnox into Handyman. New customers created in Handyman are exported to Fortnox when an invoice is exported. Changes made to existing customers in Handyman are not automatically synchronized back to Fortnox.
How are Orders created and registered in Handyman when using Fortnox?
Orders can be created in Handyman Office and Mobile with hours, cost, and material registrations.
How are Articles handled between Fortnox and Handyman?
Articles in Fortnox are imported into Handyman as either Material items or Salary codes depending on the configured Unit settings. Articles with Units matching the salary code configuration are imported as Salary codes; other Articles are imported as Material items.
Why are some Products not imported from Fortnox to Handyman?
The Unit field is mandatory for all Products in Fortnox. Products without a specified Unit cannot be imported into Handyman.
What needs to be enabled in Handyman for this integration to work?
The Invoice module must be enabled in Handyman.
How are invoices exported from Handyman to Fortnox?
When an invoice is created or manually exported from Handyman Office, invoice data and selected PDF attachments are sent to Fortnox. After successful export, Fortnox returns the invoice status and the invoice PDF can be synchronized back to Handyman.
How are fixed-price invoices handled in the Fortnox integration?
Fixed-price invoicing is supported through grouping values in Handyman. Registrations connected to a fixed-price grouping are exported as information lines, while the fixed price is used as the invoice amount.
Why does an invoice export fail when creating a credit note?
A credit note can only be created in Fortnox if the original invoice has already been booked. Draft invoices cannot be credited until they are posted in Fortnox.