What is VISMA eAccounting?
Understand what VISMA eAccounting syncs with OutSmart and how the connection works.
VISMA eAccounting connects OutSmart with your VISMA eAccounting administration.
It reduces double entry between field work and accounting.
VISMA eAccounting is a cloud-based accounting platform.
It is used widely in Sweden and other Nordic countries.
What you do with VISMA eAccounting
import customers, materials, hour types, projects, and sales orders into OutSmart
export completed work orders as sales orders or invoice drafts
create missing customers and materials in VISMA eAccounting during export
What syncs between both systems
With VISMA eAccounting in OutSmart, you can:
import relations from VISMA eAccounting into customers
import articles into materials and hour types
import active projects into OutSmart projects
import confirmed sales orders into work orders
export completed work orders as sales orders
export completed work orders as invoice drafts
export new customers from OutSmart to VISMA eAccounting
export new materials from OutSmart to VISMA eAccounting
How the connection works
OutSmart connects to VISMA eAccounting through a secure OAuth login.
You sign in on the VISMA eAccounting login page.
OutSmart receives an access token after you approve the connection.
OutSmart does not store your VISMA eAccounting password.
The token refreshes automatically in the background.
How import works
VISMA eAccounting stores products and services together as articles.
OutSmart uses the article unit to decide the type.
Articles with an hour-based unit become hour types.
All other articles become materials.
What you need first
Before you start, make sure you have:
access to Settings → General → Software integrations
an active VISMA eAccounting integration in the License Manager
access to the correct VISMA eAccounting company
Important to know
The sync runs automatically every 15 minutes.
You can also start a manual sync from the settings page.
Projects import only when they are Active.
Sales orders import only when they are Confirmed.
Invoice exports create a draft invoice in VISMA eAccounting.
The integration runs in the background during daily use.
How the process works
Activate the integration in the License Manager.
Connect your VISMA eAccounting account.
Choose which data OutSmart should import.
Choose which data OutSmart should export.
Save the settings.
Run the first sync.
Frequently asked questions
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