Getting started
Activation
- Click the Settings icon in the upper right corner of your Upsales screen.
- Click App directory.
- Locate Visma.NET in the Apps list.
- On the next screen, click Activate.
- Click Accept terms to continue.
Configuration
Authorization
Press the Click to connect-button and follow the instructions. You should get back to the app configuration with the button replaced by the message "Ansluten med oAuth".
Please note:
Visma.Net ERP has some issues with OAuth2 authentication if a browser has already been logged in to Visma.Net ERP. So we need to use a fresh browser to overcome that issue. Either clear cookies, use a different browser or a fresh private-mode session.
This is the process:
- Open fresh browser. (do not login to Visma yet)
- Login to Upsales
- Start app initiation
- Specify Company ID
- Authorize. (this will require Visma authentication)
- Specify Company ID again and fill in other parts
- Voila!
| Visma.Net ERP Ipp Company Id | Can be found at your company details screen in Visma.Net ERP admin. |
| Upsales API key | Can be created in the Upsales settings. |
Order sync rules
| Exportable Order stage | Select stage at which Orders will be exported to Visma.Net ERP. |
| Export all Orders as Sales Orders | Export all Orders as Sales Orders. Otherwise Orders containing only non-stock items will be exported as Customer Invoices. |
| Import Customer Credit Notes | Import Customer Credit Notes from Visma.Net ERP as Upsales Orders. |
| Allow overriding invoice address | Add fields to Upsales Order that allow overriding invoice address in Order. |
| Export Upsales ID to "External reference" field | Export Upsales Order ID to "External reference" fields of Visma.Net ERP Customer Invoice / Sales Order. (if this options is checked, it will override “External reference” custom field mapping) |
Defaults
| Default Warehouse Id to use for non-stock items | To which warehouse do you want to bind non- stock items. It is used when user tries to save Order with both stock and non-stock items. In that case it binds non-stock items to this warehouse and allows to export that Order as a Sales Order. |
| Credit terms | Default credit terms to use when exporting Accounts and Orders. |
Setup
| I've finished setting up fields mapping | Switch this when you've finished setting up fields mapping etc. below and click Save to start initial synchronization with Visma.Net ERP. |
Contact field mappings
| Visma.Net ERP ID custom field | ID of this Account in Visma.Net ERP (Company) |
| Visma.Net ERP Corporate ID custom field | |
| Customer Class custom field | |
| Invoice email custom field | Note: This field might become required if 'Send dunning letters by email' feature is activated in Visma.Net ERP. |
Order field mappings
| Visma.Net ERP ID custom field | ID of this Order in Visma.Net ERP (either Sales Invoice, or Sales Order) |
| Order type custom field | Customer order custom field |
| Customer order custom field | |
| External reference custom field | (might be overriden by ‘Export Upsales ID to "External reference" field’ switch) |
| Requested on custom field | |
| Visma.Net ERP Row # custom field | |
| Visma.Net ERP row description custom field | |
| Sales person ID custom field |
Order invoice address overriding field mappings
| Invoice address line 1 | |
| Invoice address line 2 | |
| Invoice address line 3 | |
| Invoice address postal code | |
| Invoice address city | |
| Invoice address country | |
| Invoice address state |
Product field mappings
| Visma.Net ERP ID custom field | |
| Is Stock item custom field | |
| Item type custom field | |
| Visma.Net ERP description custom field | |
| Unit of measures custom field |
Using the app
When the app is activated all products from your Visma.NET account will be synced to Upsales.
Users
Get Sales Person ID from Visma.Net Sales Person and set it in Upsales User.
Where to find in Visma.Net ERP UI:
(search for Sales persons) → Preferences → Sales persons
Orders
Orders will be exported to Visma.Net ERP as Sales Invoices and Sales Orders when an Order reaches exporting stage.
Orders that contain only non-stock items will be exported as Sales Invoices.
Orders that contain only stock items will be exported as Sales Orders.
Orders that have a mixture of non-stock and stock items will be exported as Sales Orders. But this might be handled not very appropriately in Visma.Net ERP itself. Consider avoiding mixing of non- stock and stock items in the same Order.
If ‘Export all Orders as Sales Orders’ app config switch is turned on, then all Upsales originated Orders will be exported as Sales Orders. (some customers do not need exporting Upsales Orders as Customer Invoices)
Changes to exported Orders will be synced to Visma.Net ERP. It would not change exported entity type. Ex.: Orders that have been exported as Sales Invoices would not automatically convert into Sales Orders if stock-items are added to it.
Currency of an Order is preserved when exporting it to Visma.Net ERP. (i.e. same currency will be used in Visma.Net ERP Sales Invoice/Sales Order as has been used in Upsales Order)
Customer Credit Notes from Visma.Net ERP are imported into Upsales as Orders. These Orders won’t be exported from Upsales to Visma.Net ERP. Changing status of a Customer Credit Note in Visma.Net ERP will lead to updating corresponding Upsales Order.
The following fields are synced:
Sales Invoice/Order
- Date
- Customer
- Description
- Notes
- Currency
- External reference
- Customer order
- Requested on (Sales order)
- Credit terms
- Contact
- Sales person
- Invoice address
Sales invoice order rows
- Product
- Quantity
- Unit price
- Discount
- Description
Companies
Companies will be initially exported to Visma.Net ERP as Customers whenever Order is exported. Changes to exported Companies will be synced to Visma.Net ERP.
The following fields are synced:
- Name
- Customer Class
- Credit terms
- Invoice email
- Corporate ID
- Org. number
- Visit address
- Billing address
- Shipping address
Contacts
Contacts will be initially exported to Visma.Net ERP as Customer Contacts whenever Order is exported.
Changes to exported Contacts will be synced to Visma.Net ERP.
The following fields are synced:
- Title
- Name
- Phone
- Mobile phone
Products
Changes to Products in Visma.Net ERP will be automatically synced into Upsales.
Newly created Products in Visma.Net ERP will be automatically imported into Upsales.
- Name
- Price
- Description
- Type
- Sales unit
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