The Visma.net Financials integration with DataBridge brings the main customer data to SuperOffice and vice versa. Customer, vendor and contact details are available for import and export, and so are the AR invoices -including lines- for import.
This integration is known as Visma Link for SuperOffice and includes a feature to view invoices with a customer card in SuperOffice CRM, if required. Contact your SuperOffice representative for more details and pricing.
Requirements
The following is required to use the Visma.net Financials integrations:
- Access to a Visma.net Financials administration/company
- Access to a Visma.net Financials user with role ‘Financials API user’
- Access to DataBridge including the Visma.net Financials connector.
If you have access to DataBridge but not yet to Visma.net Financials connector, please contact your SuperOffice representative.
Typical configuration
A best practice configuration for an integration between Visma.net Financials and SuperOffice, is:
- DataBridge integration to transfer a (single) company (customer) from SuperOffice to Visma.net Financials
– Manually triggered by a user - DataBridge integration to transfer new and updated customers from Visma.net Financials to SuperOffice.
– Automated, runs every day or several times per day - DataBridge integration to transfer new and updated vendors from Visma.net Financials to SuperOffice.
– Automated, runs every day or several times per day - DataBridge integration to transfer new and updated contacts from Visma.net Financials to SuperOffice.
– Automated, runs every day or several times per day - Panel to view sales invoices with a company card in SuperOffice
– Visible for all SuperOffice users, or designated user groups