General text about visma admin
Facts and good to know
It is now possible to synchronize data like:
To be able to sync invoices and orders you need to first sync customers and products.
How to set up a Visma Administration integration in Zwapgrid
This is just to give you an idea on how to do it. The user interface will give you a detailed and easy-to-follow guide.
- Log in to your account in Zwapgrid.
- Click on "Integrations" at the upper left corner, then click on "Create new integration".
- Add a title for your integration, then click "Save".
- Click on "Create new Flow".
- Select "Visma Admin" as source, then click on "Create new Visma Admin connection". Give the connection a title, this is just a name for the connection so that you remember which connection it is since they can be reused in other flows. Click on "Download the Visma Admin Connector".
- Open up the program and click on "More Info" then on "Run anyway".
- Follow the installation guide until you have to write a installation key, copy that token from the Zwapgrid.
- Open up your task manager by right clicking on your tool bar and then clicking on "Task manager".
- Then go to "Services" and locate "ZwapgridVismaAdmin.exe" in the list and right click on it. Click on "Open Services".
- Locate "Zwapgrid - Visma Admin Connector" in the new list, right click then click on "Properties".
- Go to "Log On" and check the box "This account" then click on "Browse..." -> "Advanced..." -> "Find Now". Click on your account on your computer (the that is used to log in to your computer), press ok then press ok again.
- Now write the password that you have on your account on your computer then press ok.
- Click on "Zwapgrid - Visma Admin Connector" and press start by clicking on the start button at the top.
- Now the installation will finish and your connection on Zwapgrid will be successful, press "Save" on the connection.
- Now select what company you want to fetch data from then press "Continue".
- Now select what type of data you want to fetch, for example articles.
To Finish up the flow you have to set up a Target as well.