Visma.Net ERP by #makeitfuture.

visma cloud erp is a cloud based enterprise resource planning platform for mid to large businesses, offering automated finance, supply chain, invoicing, and industry specific solutions integration with make com enables seamless automation of business processes and data across multiple systems this is ai generated content based on official visma net erp documentation the content may still contain errors—please verify important information if you have questions, contact https //www visma com/enterprises/cloud erp directly how to get support on visma net erp visma net erp is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=visma net%20erp\&app slug=visma net erp\&app unique id=visma net erp cogpkr requirements to use the visma net erp app in make, you must have an active visma net account and authenticate using oauth 20 through visma connect, null app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/visma net erp/ click the install button follow the on screen instructions to complete the setup connect visma net erp and {{product name}} to get started, you must first create a connection between visma net erp and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer settings or api section create a new application configure the application, specifying the required scopes for the data you wish to access note the generated client id and client secret some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=visma net%20erp\&app slug=visma net erp\&app unique id=visma net erp cogpkr create the connection in {{product name}} https //www make com/en/register , add the visma net erp 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 net erp or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page visma net erp modules after connecting to the visma net erp app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create contact adds a new contact to your chosen account, allowing you to store and manage their details easily create credit note attachment this module lets you add a new attachment to a specific credit note if the file you’re uploading already exists, it will automatically create a new version (revision) of that file and link it to the credit note create customer adds a new customer to your system by collecting and storing their details create customer credit note generates a credit note for a customer, allowing you to record and manage refunds or adjustments to their account create customer invoice generates a new invoice for a customer, allowing you to bill them for products or services provided create customer invoice attachment this module lets you add an attachment to an invoice, such as a receipt or supporting document if the file you upload already exists, it will automatically create a new version of that file and link it to the invoice create inventory item adds a new item to your inventory, allowing you to track and manage its details within your system create purchase credit note attachment generates and attaches a credit note document to a specific purchase transaction create supplier adds a new supplier to your system by collecting and saving their details create supplier invoice generates a new invoice specifically for a supplier, allowing you to record and manage payments owed to your vendors create supplier invoice attachment this module lets you add an attachment to a supplier invoice and automatically links it to that invoice if the same file has already been attached before, the module will create a new version (revision) of the file instead of replacing the old one get context retrieve a list of companies that are accessible using the provided token this module helps you see which companies you have permission to interact with based on your current authentication get context by id retrieve detailed information about a specific company using its unique company id get country retrieve a list of countries within a specified range be sure to set the page size to a value that does not exceed the maximum allowed, which you can find in the metadata details if you request more items than the maximum page size, the module will automatically limit the results to the maximum allowed per request get customer invoice retrieve detailed information about a particular invoice get ledger account by cd retrieve detailed information about a particular account using its unique accountcd identifier list branches retrieve a list of branches within a specified range from your repository list cash accounts retrieve a complete list of all your cash accounts, allowing you to view and manage each one in detail list contacts retrieve a list of contacts within a specified range list credit notes retrieve a list of customer credit notes within a specified range list credit terms retrieve a list of available credit terms, showing the different payment options and durations you can offer to your customers list customer invoices retrieve a list of invoices using the get a range of invoices module (screenid=ar301000) please note that the number of invoices you can request at once (page size) must not exceed the maximum limit specified in the metadata information if you request more invoices than the allowed maximum, the system will automatically limit your request to the maximum page size change log in may 2020, forced pagination was introduced to ensure requests stay within the allowed limits list customers retrieve a list of customers within a specified range list financial periods retrieve a list of financial periods within a specified date range list inventories retrieve a list of inventory items within a specified range, allowing you to view multiple items that match your chosen criteria list item classes retrieve a list of inventory item classes, allowing you to see and manage the different categories assigned to your inventory items list ledger accounts retrieve a list of general ledger accounts within a specified range, allowing you to view and manage multiple accounts at once list locations retrieve a list of locations within a specified range list payment methods retrieve a list of available payment methods within a specified range list projects retrieve a list of projects within a specified range, allowing you to access multiple projects at once based on your chosen criteria list supplier invoices retrieve a list of invoices from the invoices screen (screenid=ap301000) you can specify how many invoices to fetch at once, but keep in mind that the number must not exceed the maximum page size provided in the metadata if you request more than the allowed maximum, the system will automatically limit your results to the maximum page size list suppliers retrieve a list of suppliers within a specified range, allowing you to view multiple supplier records at once list units of measure retrieve a list of available units of measure within a specified range list vat categories retrieve a list of available vat categories within a specified range, helping you identify the different vat options you can work with list vat zones retrieve a list of all available tax zones, including their details, to help you manage tax settings more effectively list vats retrieve a list of vat rates within a specified range make an api call allows you to make a custom api request to the service, using your authorized account this lets you interact with any endpoint, even those not covered by the standard modules 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 net erp resources you can have access to more resources related to this app on the following links