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. |
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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 Visma eAccounting 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, create your account on Visma eAccounting. For subscription, refer to the Visma eAccounting pricing page.
Connect Visma eAccounting and Make
To get started, you must first create a connection between Visma eAccounting and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Visma eAccounting module to your scenario, 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 Connect an applicationConnect an application. page.
Visma eAccounting modules
After connecting to the Visma eAccounting app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Visma eAccounting resources
You can have access to more resources related to this app on the following links