Visma eEkonomi – Upsales Help Centre

Visma eEkonomi, Accounting & invoicing for the small business owner. Work seamlessly with your orders in Upsales together with Visma eEkonomi.

With the Visma app, you can now work seamlessly with your sales in Upsales by automatically creating orders in Visma. It's easy to get started and simple to use.

Who should use the Visma App?

If you have a sales organization working with Upsales and use Visma eEkonomi to manage your accounting, you won't have to spend time creating orders for each new sale. That's because the app automatically creates an order in Visma when your sales rep has closed a deal in Upsales.

Note: This app is currently syncing in one direction (from Upsales to Visma eEkonomi)

This article covers

Activating the Visma App (step-by-step)
Using the Visma eEkonomi app
- Initializing the Visma eEkonomi app
- Create orders
- Update orders
- Create companies
- Update companies
- Create products
- Update products
- Paid invoices

Activating the Visma App

You’ll need the role of administrator to access the app directory and activate apps for your team.

To activate the Visma app, complete the following steps:

Click your profile picture at the top-right of your screen, then click App directory:
Click Visma eEkonomi
If your Upsales account already has companies, products or orders, contact Upsales before clicking Activate. This avoids duplicates being created
After activating, the Settings tab opens. Select Click to connect.
Log into your Visma account to connect it with Upsales

Note: This works for Visma eEkonomi customers only. You'll need to your Visma account information to connect it to Upsales.
Select the payment term from the dropdown list to use when invoicing clients from Upsales
Select the Order phase to show which orders in Upsales should be sent to your Visma account as a new order
Select the Order status your Upsales orders will have when synced to Visma
Select Save
Upsales will now do a full sync with Visma

Using the Visma eEkonomi app

Initializing the Visma eEkonomi app

After activation, you are ready to get started! After about one hour the app will run a scheduled import where products are imported from Visma eEkonomi to Upsales.

Create orders

Create an order in Upsales

When the order is set to the configurated stage (see step 7), the order will be exported and created as a new order in Visma. The following information will be included:

Order & Order rows
Company
Customer

Update orders

Update an order in Upsales
Updates to an order in Upsales will also be reflected on the Order in Visma. The following will be updated:

Order & Order rows
Customer

Note: If the company data is changed in Upsales (e.g. the invoice address is updated) the changes will not be reflected on the order in Visma.

Create companies

Create a new company in Upsales
No new company will be created in Visma eEkonomi.

If an order containing a new company is exported to Visma eEkonomi, then the new company will also be created in Visma eEkonomi.

Update companies

Update company in Upsales
Nothing will happen to the company in Visma eEkonomi.

Create products

Products should only be created and updated in Visma eEkonomi. This is due to that we won't create or update products from Upsales to Visma.

Create a new product in Upsales
No new products will be created in Visma eEkonomi.

Note: If an order containing a new product is exported to Visma eEkonomi, no new product will created in Visma eEkonomi. See example below:

Order created in Upsales containing 2 existing products in Visma and 1 new will create an order in Visma with only two order rows (the existing products).
Order created in Upsales containing 1 new product, not existing in Visma, will not create an order in Visma.

Update products