Visma.Net ERP by #makeitfuture.

visma cloud erp is a cloud based enterprise resource planning solution for businesses, offering finance, hr, and operational management integrating with make com enables automated workflows, streamlining business processes and improving data synchronization across various business 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 visma net erp support 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 via oauth 2 0 through visma connect, create your account on visma net erp app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 using oauth 2 0 authentication through visma connect 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 (permissions) 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}} log in in your make account , 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 connect an application 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 or list create credit note attachment this module lets you add an 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 customer credit note, allowing you to issue credits or refunds to your customers directly within the system 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 a new attachment to an invoice and automatically links it to that invoice if you upload a file that already exists, it will create a new version (revision) of that file instead of replacing the original 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, allowing you to store and manage their details for future transactions create supplier invoice generates a new invoice 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, automatically linking the file to the invoice if the attachment already exists, it will create a new version of the file as a revision get context retrieve a list of all companies associated with your current authentication token get context by id retrieve detailed information about a specific company using its unique company id this module helps you access all available data related to that company get country retrieve a list of countries within a specified range make sure to set the page size to a value that does not exceed the maximum allowed, which you can find in the metadata information if you request more than the maximum, the system will automatically limit your results to the allowed maximum page size 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, allowing you to access multiple branches at once list cash accounts retrieve a detailed list of all your cash accounts, giving you an overview of each account’s information list contacts retrieve a specific group of contacts within a defined range list credit notes retrieve a list of customer credit notes within a specified range, allowing you to view and manage multiple credit notes at once list credit terms retrieve a list of available credit terms, allowing you to view and choose from different payment period options offered 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 is limited by the maximum page size, which you'll find in the metadata information if you ask for more invoices than the allowed maximum, the system will automatically adjust your request to the highest permitted amount update as of may 2020, pagination is now enforced for these requests list customers retrieve a list of customers within a specified range list financial periods retrieve a list of financial periods within a specified range, helping you access detailed information for each period list inventories retrieve a specific selection of inventory items within a defined range this module allows you to pull a list of inventory items based on certain criteria, making it easier to manage and review your stock list item classes retrieve a list of inventory item classes, allowing you to see the different categories or types assigned to your inventory items list ledger accounts retrieve a list of general ledger accounts within a specified range, helping you access and manage specific account details from your financial records 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 using the screenid=ap301000 you can specify how many invoices you want to get at once, but keep in mind that the page size you request must not exceed the maximum allowed—this limit is provided in the metadata information if you ask for more invoices than the maximum page size, the system will automatically adjust your request to the allowed limit 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 measurement within a specified range list vat categories retrieve a list of available vat categories within a specified range, helping you identify and select the appropriate tax rates for your transactions list vat zones retrieve a list of all available tax zones, including their details, to help you manage tax rates and rules for different regions list vats retrieve a list of vat entries within a specified range make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to access features or endpoints not covered by the standard modules templates you can look for more templates in make's template gallery , 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 visma net erp website visma net erp api documentation visma net erp page on make