This article will explain the integration with Visma.net. The following subjects will pass:
- To set up the integration, you need to be logged out of Visma.net. Otherwise an error will appear.
- Journals can't be send when the company is marked as 'Test company' or when the debtor is blocked.
- There is no XML download file. For the sending to Visma.net another format is being used which is not possible to download.
Check template settings in Nmbrs
First set the rights for Procountor to 'write' in the used template. Check this article how to adjust templates: Adjust Template
Create a Visma.net account in Nmbrs
To set up the integration, go to the Visma.net settings at master level under the header 'Integration'. Create a new account (1) which must then be authorized. There are no restrictions to this username. After giving in a username, you can authorize the account by clicking on the Visma icon (2).
Authorize the created account
Login to the showed page from Visma.net
After a succesful login you need to press allow:
After choosing the company, you will see a 'success' message:
Refresh the page in Nmbrs
The last step in authorizing the account is to refresh the page. After the renewal the icon will be colored and the red message will disappear.
After refreshing the page:
After authorizing the account, the administrations can be mapped. Go to the Tab 'Administrations' and choose 'New mapping'. After this, the company can be selected in Nmbrs and the administration in Visma.net.
Cost Centers and Cost Units are called Dimensions in Visma.net. When you use Cost Centers and/or Cost Units, you need to activate the checkbox for these dimensions and fill in the description of the dimensions. This needs to be similar to the description of the dimensions in Visma.net.
Sending to Visma.net
Sending the journals
When the integration is fully set up, the Journal entries Export at company level can be used to forward the journal entries to Visma.net. See this article for more information:
Journal entries Export.
When the journals are send to Visma.net the logo will turn dark.
Sending corrections to Visma.net
When a journal is sent that contains a correction, it will be booked in the period over which the correction will go.
This can be seen in the example below. It is a normal run in March with corrections over the past months. The reference of the journal is equal to the normal run, but is booked in the period over which the correction takes place, in this case January and February.