Configure VISMA eAccounting imports

Choose which customers, items, projects, and sales orders OutSmart imports from VISMA eAccounting.

Use the import settings to choose which data OutSmart pulls from VISMA eAccounting.

Each import runs automatically every 15 minutes after you save the setup.

Available import options

Relations

Import customer data from VISMA eAccounting into OutSmart.

Only customers updated since the last sync are imported.

If a matching customer number already exists in OutSmart, that record is updated.

If no match exists, OutSmart creates a new customer.

Materials and hour types

Import articles from VISMA eAccounting into OutSmart.

Articles with an hour-based unit become hour types.

All other articles become materials.

Only articles updated since the last sync are imported.

Projects

Import projects from VISMA eAccounting into OutSmart.

Only projects with the status Active are imported.

In VISMA eAccounting, this is status 1.

Only projects updated since the last sync are included.

Sales orders

Import sales orders from VISMA eAccounting as work orders in OutSmart.

Only sales orders with the status Confirmed are imported.

In VISMA eAccounting, this is status 2.

When you enable this import, you must also choose a Type of work and Payment method.

OutSmart uses these values on the imported work orders.

1

Open the VISMA eAccounting settings

Go to Settings → General → Software integrations.

Open VISMA eAccounting.

2

Choose the import options

In the import settings, enable the categories you want to import.

You can turn on Relations, Materials and hour types, Projects, and Sales orders separately.

3

Set the sales order defaults

If you import sales orders, choose a Type of work.

Then choose a Payment method.

4

Save the settings

Click Save.

The selected imports then run automatically every 15 minutes.

5

Run a manual import if needed

Use the Import button next to a category.

This starts an immediate import for that category.

Important to know

• Each import option works independently.
• Materials and hour types come from the same VISMA eAccounting article list.
• Sales order import only accepts orders with status Confirmed.
• Project import only accepts projects with status Active.
• Manual import does not wait for the next scheduled sync.

Frequently asked questions

How often does the automatic import run?

The sync runs automatically every 15 minutes.

You can also start a manual import from the settings page.

What is the difference between materials and hour types?

Both come from the VISMA eAccounting article list.

OutSmart uses the unit to decide the type.

Hour-based units become hour types.

Other units become materials.

Which sales orders are imported?

Only sales orders with the status Confirmed are imported.

Draft or cancelled orders are skipped.

Can I import only active projects?

Yes.

OutSmart already filters the import to projects with the status Active.

Inactive or completed projects are not imported.

Related topics

• VISMA eAccounting
• What is VISMA eAccounting?
• Set up VISMA eAccounting