This article describes how to set up invoice integration with Visma Business.
Overview
The Visma Business export feature in RecMan simplifies accounting tasks by making data export easy. You can quickly export multiple invoices and credit notes with customer information at once in a format that is easily imported into Visma Business. Discover more about exporting invoicing files to Visma Business in this article.
Note
This integration requires a Visma Business account. Please contact the Visma Business consultant and ask for your Firm ID.
How to set up integration
To activate Visma Business integration, go to the System settings and select Marketplace.
Note
Only users with System Administrator permissions can activate and manage integrations in the Marketplace. All non-Admin users can access and explore Marketplace under the blue Home icon.
Click the blue activation button with the price to begin using the Visma Business integration.
The next step is to add your Firm ID. Name this Firm ID and, with a switch bar button, choose if this key should be accessible for:
- All Departments (global access).
- Specific Departments (restrict access to selected departments).
You will be able to manage your keys in the Credentials tab.