Add your application by wizard
You can add your application via the integration wizard, you can find the button for this on the dashboard page.
After clicking the start integrating button a pop up will appear with the wizard, please make sure you do not use any pop-up blocker at this point.
Click next and in the following screen you can add your applications that you want to connect. Search for Visma and click on the Application.
For Visma the following fields need to be filled out for a successful connection to be established.
- Display Title: The name of the application, no special requirements.
- This can be useful if there are multiple Visma.Net applications, to be able to distinguish between them.
- Company ID: The unique identifier to your Visma administration. This is required to set the correct connection point.
Visma settings location
To find the company ID required by the Visma.Net Application, please follow the next few steps.
Login to Visma.Net and open the Admin section.
Go to the "Companies" Tab.
From the shown list, select the company to which the API user is connected. This company must also have the roles defined as in the Prerequisites manual. The shown "Company ID" is the code required to fill in the ApiCenter installation form. (Note: Sensitive information is removed from screenshot below, your environment can differ from shown view.)
When settings are filled out, the result installation form should look something like this.
After authorization click save ant click test connection to omplete.
Now you have succesfully added the Visma application, you need to enter the second application, which you would like to set up the integration with Visma with. See the Application Manuals page on how to setup the second application you want to use.
In step 3 in the APIcenter integration you can select the packages that you want to make use of. These packages are the flows that determine what data is send from and to Visma.
In step 4 you can set all the settings that tweaks your integration without adjusting mappings and or adjusting code. In this step you need to do this for all your flows. The settings we have standard enabled and disabled are based upon 90% of the integrations we currently have running.
Step 5 finishes the wizard and on this point you can enable the flows to start running, if you want to adjust advanced settings we advice to start them manually in the integrations overview.