Set up VISMA eAccounting

Connect OutSmart to your VISMA eAccounting account and prepare the first sync.

Connect OutSmart to VISMA eAccounting before you configure any import or export options.

The connection uses the VISMA eAccounting login page.

Before you activate the integration, set existing work orders to Handled if they should not export.

This prevents older work orders from being sent during the first export run.

1

Open Software integrations

Go to Settings → General → Software integrations.

Open VISMA eAccounting.

Open Settings.

2

Start the connection

If the integration is not connected yet, OutSmart redirects you to the VISMA eAccounting login page.

You do not need to enter login details in OutSmart.

3

Sign in to VISMA eAccounting

Log in with your VISMA eAccounting account.

Use the company you want to connect.

4

Approve access

Grant OutSmart permission to access your eAccounting data.

This creates the secure connection.

5

Return to the settings page

After a successful login, you return to the VISMA eAccounting settings page.

The connected company name appears at the top of the import settings.

6

Configure the sync options

Choose which imports and exports you want to use.

Set any required defaults first.

7

Save the setup

Click Save.

Your connection and sync settings are then stored.

8

Run the first sync

Click Import or Export if you want to start immediately.

Otherwise the automatic sync runs every 15 minutes.

9

Check the log

Use the log panel on the right side of the settings page.

After the first sync, new entries show what imported or exported.

Before you save

Check these points first:

• the integration is active in the License Manager
• the correct VISMA eAccounting company is connected
• old work orders are set to Handled when needed
• the import and export options match your process

Frequently asked questions

What happens if I disconnect the integration?

The sync stops.

Existing data in OutSmart stays as it is.

No new data syncs until you connect again.

Use the power icon in the log header to disconnect.

My access token expired. What should I do?

OutSmart refreshes the token automatically.

If refresh fails, disconnect the integration.

Then connect again through the VISMA eAccounting login page.

Why should I set old work orders to Handled first?

The first export run checks the statuses in your export settings.

Older work orders with a matching status can export too.

Set them to Handled first if they should stay out of eAccounting.

How do I know the connection is working?

The company name from VISMA eAccounting appears on the settings page.

The log panel also shows recent sync activity.

Related topics

• VISMA eAccounting
• What is VISMA eAccounting?
• Set up a software integration