What integrations are available for Netvisor?
Netvisor's productized integrations can be found in the Netvisor Marketplace. If a suitable integration is not available in the Marketplace, you can contact Netvisor support at [email protected] to inquire whether there is a ready-made Netvisor integration for the desired software. You can also contact the software provider to ask if they are interested in implementing an integration with Netvisor.
How do I activate an integration?
To activate an integration, you must first create api identifiers in Netvisor.
Go to Company menu > Api identifiers
Create an identifier by clicking "Create new api identifier"
The new identifier will appear first in the list. The user identifier and key are updated in the integration settings / provided to the software partner.
In addition, you must allow access rights for api resources for the integration. If the integration is found in the Marketplace, it is allowed under "Ready-made integrations". Otherwise, you will receive an access key from the integration developer, which is used to enable the integration under "Customized integrations".
Go to Company menu > Access rights for api resources
Search for the integration by name or access key
Use the "Integration blocked" toggle switch to allow the integration access to all resources
You can allow individual resources using the "Blocked" toggle switch next to the resource
Where can I find the CustomerID and key?
To activate an integration, you must create api identifiers by opening Company menu > Api identifiers and creating identifiers from the "Create new api identifier" button in the upper right corner of the page. The created user identifier and key are provided to the integration developer or added directly to the integration settings. The user identifier is the CustomerID and the key is the CustomerKey.
Where can I get the access key for a customized integration?
Netvisor partner support provides the access key to the integration developer together with the partner credentials when the integration has been validated. The developer delivers the key to the customer, who uses it to retrieve the integration in Company menu > Access rights for api resources > Customized integrations.
What costs are associated with using the integration?
In Netvisor, the use of the api is included in the Professional, Premium, and Payroll packages. If the company is using another service package, the service package must be changed in Netvisor Store to activate the integration. Additionally, if purchase invoices, vouchers with attachments, or eScan material are imported into Netvisor through the integration, a separate transaction fee is charged for these. Other integration costs should be confirmed with the integration developer.
Why is the integration no longer working?
Check whether the api identifiers or the user in use by the integration can still be found in Netvisor. Removing a user from the company also deletes the api identifiers, causing the integration to stop working. The integration can be restored by having a company user create new api identifiers and update them in the integration settings or provide them to the integration developer.
Why hasn't the material (e.g., sales, purchase invoice) transferred to Netvisor through the integration?
First, confirm with the integration developer whether the material transfer has encountered an error. The Netvisor api returns an error message indicating why the material transfer failed. The error must be corrected either in the material being imported through the integration or by taking the necessary actions in Netvisor, e.g., opening the financial period so that the material can be imported into a locked period. After the correction, the material must be sent again.
*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.
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