Integration allows Netvisor to communicate with other software. The most common integrations connected to Netvisor are enterprise resource planning systems, sales invoice integrations, collection, online stores, and working hours and pay integrations. This help article covers where to find programs to integrate with Netvisor, how to successfully implement a customized integration, and how to start using the integration.
CONTENTS
Finding a suitable integration
Check if there is already a ready-made solution. Ready-made integrations are available in two places:
1. Netvisor Store
The Store is a built-in view within the Netvisor software. Integrations found in the Store are easy to activate directly through the Store.
The Store can be found in Netvisor from the Store icon in the upper right corner
You can find the Store integrations from this link
2. Netvisor Marketplace
In the Marketplace, you will find hundreds of integrations implemented by partner software.
If you find a suitable integration, contact the implementer of the integration (software vendor) for the implementation of the integration. The implementers of the integration also provide additional information about the specific operation of the integration
You can find the Marketplace integrations from this link
If you need a customized integration
If a suitable solution is not found in the ready-made selection, you can build the integration yourself or with the help of a suitable software partner.
Detailed instructions for implementing a new integration can be found here
Tip: You can find integration implementers in the Marketplace
Integration implementation
Integrations found in the Marketplace and customized integrations are implemented according to these instructions:
1. Check the service package
Ensure that you are using the Professional, Premium, or Pay package for the use of the software interface. Netvisor Store allows you to change the company's service package and activate the Pay package
Basic and Core packages allow Netvisor Store extensions, Finvoice invoice material import, and Smart Excel forms
2. Consider transaction fees
The import of an attachment receipt, purchase invoice, and eScan document are transaction fee-based resources
The use of other interface resources is included in the pricing of the Professional, Premium, or Pay packages
3. Plan the implementation process with the integration partner
From the integration perspective, Netvisor / Visma Solutions Oy is a passive party regarding the interface, the integration partner is responsible for any changes to the technical implementation of the integration
The actions described below for the implementation of the integration can be done independently by the customer in Netvisor. The implementation of the integration does not require actions from Netvisor's technical support
4. Allow interface resources
Interface traffic and necessary interface resources must be allowed for the use of the integration
Go to the Company menu in Netvisor and select "Access rights for interface resources"
Integrations found in the Marketplace can be found by searching by name
To connect customized integrations, you need an access rights key. The integration implementer provides the access rights key for connection.
Detailed instructions for allowing interface resources can be found in this link.
5. Create user-specific api identifiers
Go to the Company menu in Netvisor and select "Api identifiers"
Select “Create new api identifier”
Provide the user identifier and key to the integration implementer (to which software you can also enter the identifiers yourself)
Detailed instructions for creating api identifiers can be found in this link
Tip for accounting offices: Api identifiers are created under the name of the user who created them and are valid as long as the user who created them has access rights to the environment. It may be wise for the company's own user to create the identifiers instead of the accounting office user.
6. Monitoring and error situations
Monitor the success of the first transfers through Netvisor from Extensions > Severa > Transfer history view
If data transfer fails, Netvisor provides an error code that helps solve the problem
The most common error codes can be found in this help article
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.