Fortnox Integration Guide

Below is a step-by-step guide on how to setup the integration of your transaction data with Position Green if you are using Fortnox as your ERP provider.

About Fortnox

Fortnox empowers businesses to launch, grow, and thrive. Through cutting-edge technical solutions for companies and accounting firms, streamlined financing, and a powerful ecosystem of partnerships, Fortnox stands as the vital hub for entrepreneurship in Sweden. For more information, visit fortnox.se.

1. Setup Connection Inside the Position Green Application

1. Navigate to “Data” in the left side menu.
2. Navigate to the "Integrations" tab.
3. Click "Set up integration" under Fortnox.
4. You will now see the Fortnox login page. Follow the instructions to log in and give Position Green access to your Fortnox account.
5. Click “Authenticate and activate integration”.
6. After clicking the button, a check is made to see that the credentials given are correct. You should see a popup and the card saying “Authenticating credentials”.
7. When the authentication is finished (usually takes about 30 seconds), you will see the card change to "Verified Credentials".
8. You will also get a popup in the top right saying that the authentication was completed.

2. Fetching Data for a New Inventory

Note: If you have already created the inventory, please skip this section and proceed to Section 3.

1. Navigate to "GHG Emissions".
2. Click “New Annual Inventory”.
3. Select the year you want the inventory for.
4. Select Fortnox as the accounting software you want to use.
5. Click "Create Inventory". Your transactions will automatically be fetched.

Congratulations! You are integrated.

3. Connecting Fortnox to an Existing Inventory

Note: If you have already followed the steps in Section 2, you can skip this section.

1. Navigate to “GHG Emissions”.
2. Click on the inventory you want to use the integration with and move to the "Transactions" tab.
3. Click on the toggle button for your integration.
4. Click "Confirm". The fetching of data for the selected year will start.

Congratulations! You are integrated.