Integration · Finance and ERP
Visma.net Financials — sales orders straight to the packing desk
Sales orders from Visma.net Financials come into Workspace as an order source, and once the parcel has shipped the tracking number is on the delivery in Visma.
- Direction
- Orders in, tracking number back
- Connection
- Sign in with Visma.net Financials
- Note
- Connected through Visma Connect.
Into Workspace
What Workspace takes from Visma.net Financials
Sales orders
Orders with lines and recipient, ready to pick and ship.
One company per connection
Each company (branch) is connected on its own, so several can sit side by side.
Back
What goes back to Visma.net Financials
Tracking number
The shipment's tracking number is written back on the delivery.
How Visma.net Financials is connected
Pick the system
Under Integrations in Workspace, with the fields Visma.net Financials needs.
Sign in with Visma.net Financials
Approve access in Visma.net Financials's own sign-in window. The keys Workspace gets back are kept in a vault, never in the database.
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.
Finance and ERP
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Do you use Visma.net Financials?
We show what Visma.net Financials looks like in Workspace, in a demo with your own setup.