Export employee data from Simployer to Fortnox

Modified on Wed, 3 Dec at 7:51 AM

Export employee data from Simployer to Fortnox

Information of how the integration to Fortnox works in regards of importing, exporting and updating employees

Note : This requires that you have configured an integration towards Fortnox. Read more here

Overview

This integration to Fortnox uses secure APIs to enable a seamless integration of core employee data between the two systems. Employees can be created from both systems but we strongly recommend to have one system as the source of truth for all of your employee data.

You can read more here about the detailed integration data fields that are updated in each system.

This article is about how you export from Simployer to fortnox. To see how you import from fortnox to Simployer, see article: Import employee data from Fortnox to Simployer.

Export employee view

To export employees from Simployer One to Fortnox navigate to People - Export/Import - Fortnox - Export.

Here you'll land on the Linked tab, but two other tabs also exists:

Simployer One - All employees in Simployer One that has not been exported(linked) to Fortnox
Linked - All employees in Simployer One that has been exported(and linked) to Fortnox
All - All of the above

The first time you visit this page the Linked tab will be empty but if you have exported/linked employees you are able to:

Unlink employees : If you for some reason do not want to continue to have this employee linked anymore to Fortnox.
Export : Select all or a subset of Linked employees and thus "update" them in Fortnox.
Cancel : Regret and go back to the Export/Import view.

Refresh Fortnox data : Depending on your company size there has been times where the importing of the Fortnox current state has taken a bit too long. With this button you can make sure the data is fresh and trigger a refresh at will.

Export employees to Fortnox

To export (also referred to as link) employees to Fortnox for the first time, click on the Simployer One tab and select the employees you wish to export/link.

In my example I want to export one employee to Fortnox and selects that employee and then click Export(1)

A green banner will be shown when export is finished and the employee will now be shown in the Linked tab and also created in Fortnox.

Updating employees in Fortnox

When you have made updates to already linked employees in Simployer One and want to export/update that new information to Fortnox, all you need to do is to select all or some of the employees and click export.

This will then update the selected users in Fortnox with the new information from Simployer One . In the below example 8 employees would have their data exported to Fortnox and updated records.

Unlink employees from Fortnox

Sometimes you need to remove the connection for an employee between Simployer One and Fortnox. Some of the reasons might include:

Longer leave of absence (like Off duty)
Temporary changes to employment status
The need to delete the employee in Fortnox and to re-export the employee from Simployer One Simployer One.

For these situations you can unlink the employee from the Linked tab and Unlink button. The employee will then in Simployer One be "moved" to the Simployer One tab.

Note : This does not affect the employee in anyway in Fortnox, but you will not be able to continue to export any leaves (or employee data) for the employee until the status is Linked again.

Match employees from Fortnox

If you have employees that are existing in both systems but have not been linked/matched yet, Navigate to People - Export/Import - Fortnox - Import (All tab).

Using the checkboxes to the most-left of the list of employees you can select people and then for each employee in Fortnox, select the employee it should be matched with in Simployer One.

In the example below these 2 employees would be matched as follows:

Fortnox user Puck will be matched to Black Panther

Fortnox user Gamora will be matched to Gamora The First

They would then be Imported (also referred to as linked) and if data is updated in Simployer One you can now use the export functionality to update information in Fortnox.