Integration · Finance and ERP

Visma Business NXT + Workspace.

Chart of accounts, ledgers, orders, products, stock and vouchers from Visma Business NXT are mirrored into Workspace. Visma stays the books; Workspace is where the work is done.

Direction
Two-way where the work happens in Workspace
Connection
Grant access
Visual
Illustrated workflow

Into Workspace

What Workspace takes from Visma Business NXT

  • Chart of accounts and vouchers

    General ledger, accounts and vouchers, so the numbers in Workspace are the ones in the books.

  • Customers and suppliers

    The ledgers with open items, tied to the customer in CRM and in customer service.

  • Orders

    Sales and purchase orders with lines, in the same order list as the web stores.

  • Products and stock

    Items, prices and stock per warehouse.

  • Reports

    Profit and loss and balance sheet read from the same rows, not from a copy.

Back

What goes back to Visma Business NXT

  • Budgets and forecasts

    Budget lines made in Workspace are written back to the Visma company.

  • Work done in the workspace

    Where a change is made in Workspace it goes back to Visma. Otherwise it is only read.

How Visma Business NXT is connected

  1. Pick the system

    Under Integrations in Workspace, with the fields Visma Business NXT needs.

  2. Grant access

    You grant access to your Visma Business NXT account, and Holio ties it to your company. No keys to paste.

  3. First sync

    The history is mirrored in, and from then on a sync job of its own keeps it current. A stop shows on Sync health before it shows in the numbers.

Do you use Visma Business NXT?

We show what Visma Business NXT looks like in Workspace, in a demo with your own setup.

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