Configure VISMA.net exports

Choose how OutSmart exports completed work orders to VISMA.net as sales orders or sales invoices.

Use the export settings to decide how OutSmart sends completed work orders to VISMA.net.

The export runs automatically at regular intervals.

You can also start it manually.

Main export settings

Work order status filter

Choose which work order status makes a work order eligible for export.

The default is Complete.

If you choose None, no automatic export runs.

Export format

Choose whether OutSmart exports the work order as a sales order or a sales invoice.

Sales order

Use Sales order when the document should stay open in VISMA.net.

You can choose the order type and the default warehouse.

The default warehouse is used when a work order line has no warehouse.

Sales invoice

Use Sales invoice when the document should be billed directly.

You can set the number of days until the invoice expires.

New material

Turn this on if missing materials should be created in VISMA.net during export.

Then choose the article type for the new material.

If this is off, missing materials can block the export.

New relation

Turn this on if missing customers should be created in VISMA.net during export.

If this is off, missing customers can block the export.

Subaccounts

Use subaccounts when your VISMA.net setup needs financial coding per line.

You can map the work order project number to a subaccount segment.

You can also give other segments fixed default values.

Branches

Use branches when you want work orders to export to a specific VISMA.net branch.

When enabled, OutSmart imports branch codes as work order statuses.

The branch on the work order decides where the export goes.

Extra information

You can send up to eight extra fields with the export.

Each field uses a field code and a value.

The value supports tags from the work order.

Hour rounding

You can round worked hours to:

• 5 minutes
• 15 minutes
• 30 minutes

Choose No rounding to use the exact recorded time.

1

Open the VISMA.net settings

Go to Settings → General → Software integrations.

Open VISMA.net.

2

Choose the export filter

Select the work order status that should trigger export.

Use None when you only want manual exports.

3

Choose the export format

Select Sales order or Sales invoice.

Then fill in the settings for that format.

4

Review the advanced options

Enable New material or New relation if needed.

Then review subaccounts, branches, extra information, and hour rounding.

5

Save the settings

Click Save.

The selected export flow is then active.

6

Run an export if needed

Click Export work orders to send all eligible work orders right away.

Important to know

• A missing customer can block export when New relation is off.
• A missing material can block export when New material is off.
• The work order must meet the selected export conditions.
• When branches are not used, the workstatus must also be Naar Visma.

Frequently asked questions

How do I mark a work order for export?

Set the work order status to Complete when that is your export trigger.

If you do not use branches, the workstatus must also be Naar Visma.

The integration then picks it up automatically, or you can export it manually.

What is the difference between a sales order and a sales invoice?

A sales order stays open in VISMA.net.

A sales invoice is a billing document.

Choose the format that matches your invoicing flow.

What happens when a material does not exist in VISMA.net?

The export can fail.

Turn on New material if OutSmart should create the missing material first.

What are subaccounts used for?

They support financial coding in VISMA.net.

Use them when invoice or order lines need extra coding for cost centres, projects, or other segments.

What do branches do?

They let you route a work order to a specific VISMA.net branch.

The branch on the work order is then used during export.

Related topics

• VISMA.net
• Set up VISMA.net
• Configure VISMA.net imports
• Troubleshoot VISMA.net