Visma eAccounting

visma online provides apis for managing accounting, invoicing, and financial data integrating visma with make com enables users to automate invoice creation, synchronize contacts, and streamline financial reporting between visma and other business tools this is ai generated content based on official visma eaccounting documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //developer vismaonline com/docs directly requirements to use the visma eaccounting app in make, you must be registered as a partner and have the necessary credentials provided upon registration, https //flows systems/handel/fakturering og bogforing/visma eaccounting/ for subscription, refer to the https //flows systems/handel/fakturering og bogforing/visma eaccounting/ connect visma eaccounting and {{product name}} to get started, you must first create a connection between visma eaccounting and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your visma eaccounting account create the connection in make obtain your oauth2 credentials in your visma eaccounting account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your visma eaccounting account to obtain your oauth2 credentials navigate to the developer portal click applications in the main menu click create application enter your application name enter the callback uri https //www integromat com/oauth/cb/visma eaccounting click save to create the application copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer vismaonline com/docs/authentication create the connection in {{product name}} https //www make com/en/register , add the visma eaccounting module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your visma eaccounting account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page visma eaccounting modules after connecting to the visma eaccounting app, you can choose from a list of available modules to build your {{scenario plural lowercase}} bookkeep a supplier invoice records an existing supplier invoice in the bookkeeping system bookkeep an invoice records an existing invoice in the bookkeeping system convert a draft invoice converts an existing draft invoice into a finalized invoice create a customer adds a new customer record to your account create a draft invoice generates a new invoice in draft status, allowing you to review and edit it before finalizing create a supplier draft invoice generates a draft invoice for a new supplier create a supplier invoice generates a new invoice record for a supplier create an article creates and publishes a new article in your selected platform or database create an invoice generates a brand new invoice record in your account delete a customer permanently removes a specified customer from your account delete a draft invoice permanently removes a selected draft invoice from your account delete a supplier draft invoice permanently removes a selected draft invoice for a supplier from your records download an invoice downloads a copy of a specified invoice from your account get a customer fetches the details of a specific existing customer from your database get a draft invoice fetches the details of a specific draft invoice that has already been created get a supplier draft invoice fetches the details of a specific draft invoice created for a supplier get a supplier invoice fetches the details of a specific supplier invoice that already exists in your system get an article fetches the details of a specific article that already exists in your account get an invoice fetches the details of a specific invoice that already exists in your account make an api call executes a custom api request to the connected service using your authorized credentials search articles searches for specific articles or retrieves a complete list of all available articles search customers searches for specific customers based on given criteria or retrieves a complete list of all customers search draft invoices searches for specific draft invoices or retrieves a complete list of all draft invoices search invoices searches for specific invoices or retrieves a complete list of all invoices search supplier draft invoices searches for specific supplier draft invoices or retrieves a complete list of all supplier draft invoices search supplier invoices searches for specific supplier invoices or retrieves a complete list of all supplier invoices send an invoice sends an existing invoice to the specified recipient update a customer updates the details of an existing customer record update a draft invoice modifies the details of a previously created draft invoice update a supplier draft invoice modifies the details of a previously created supplier draft invoice update an article modifies the content or details of an existing article watch articles triggers when a new article is added to your account watch customers triggers when a new customer is added or when an existing customer's details are updated watch draft invoices triggers when a new draft invoice is generated in your account watch invoices triggers when a new invoice is generated in your account watch supplier draft invoices triggers when a new draft invoice is generated by a supplier watch supplier invoices triggers when a new supplier invoice is generated in your system templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} visma eaccounting resources you can have access to more resources related to this app on the following links https //community make com/search?q=visma%20eaccounting https //flows systems/handel/fakturering og bogforing/visma eaccounting/ https //developer vismaonline com/docs https //www make com/en/integrations/visma eaccounting