It is possible to import sales invoices into Netvisor in Finvoice XML format using Data import tool. Data import is available for all companies and the user importing invoices has to have editing authorization for "Perustietojen hallinta" and "Perustietojen tuonti" in Accouting function specific rights. Data import can be found in Netvisor UI: Company menu > Data import and export > Data import.
To be able to import sales invoices you need invoice material in Finvoice standard. The oldest supported version of Finvoice is 1.2 but newer versions can also be used.
The Web Service Interface has to be activated in order to import sales invoices. You can activate Web Service Interface in Company menu > Rights of interface resources by typing "Netvisor laskutietojen tuonti (Finvoice)" in the search bar. Select the right integration and enable all resources.
The person importing sales invoices must create API identifiers in Company menu > API and identifiers > click "Create new API identifier".
Importing sales invoices in Finvoice format is included in all service packages.
Sales invoices in Finvoice format can also be imported into Netvisor using separate Windows application. This tool is especially suitable for customers who handle big amounts of invoices and it can be used to import separate invoice files at once. If you are interested in this separarte application, contact Netvisor's customer support. This separate application also requires enabling Web Service Interface for it to work.
Finvoice import requires the following resources in order for it to work correctly:
| Resource | Description |
| Customer.nv | Importing customer details |
| Customerlist.nv | Retreiving customer list |
| Product.nv | Importing product details |
| Productlist.nv | Retreiving product list |
| Salesinvoice.nv | Importing sales invoice / sales order |
Finvoice import details
The table below shows fields taken from the Finvoice material and what field is uses in Netvisor. Secondary information is used if primary information is not given in the Finvoice material.
| Finvoice field | Field in Netvisor | Description |
| InvoiceRecipientOrganisationTaxCode | Customer's Business ID | Customer's Business ID when creating new customer. NOTE! The Business ID should be valid Finnish Business ID. If you wish to use foreign VAT identifier it is not taken from the Finvoice material. Foreign VAT identifiers have to be added manually to customer details. |
| BuyerOrganisationTaxCode | Customer's Business ID | Customer's secondary Business ID when createing new customer. |
| SellerContactPersonName | Seller name | |
| InvoiceRecipientPartyIdentifier | Customer code | Customer code when creating new customer or targeting customer to an existing customer (recommended). |
| BuyerPartyIdentifier | Customer code | Secondary customer code when creating new customer or targeting customer to an existing customer. This is not shown in Netvisor UI but exists as a metadata in customer details. |
| InvoiceRecipientOrganisationName | Customer name | Customer name |
| BuyerOrganisationName | Customer name | Secondary customer name (not customer name extension) |
| InvoiceRecipientStreetName | Customer address | |
| InvoiceRecipientTownName | Customer city | |
| InvoiceRecipientPostCodeIdentifier | Customer post number | |
| CountryCode | Customer country code | |
| DeliveryOrganisationName | Delivery name | |
| DeliveryStreetName | Delivery address | |
| DeliveryTownName | Delivery city | |
| DeliveryPostCodeIdentifier | Delivery country code | |
| DeliveryDate | Delivery date | |
| DeliveryMethodText | Delivery method | |
| DeliveryTermsText | Delivery term | |
| InvoiceNumber | Invoice number | |
| InvoiceDate | Invoice date | |
| SellerReferenceIdentifier | Our reference | |
| BuyerReferenceIdentifier | Our reference | |
| OrderIdentifier | Order number | Order number is shown in sales invoice Additional information. |
| InvoiceTotalVatIncludedAmount | Currency code | Currency code is taken from the message attribute. |
| InvoiceFreeText | Free text before invoicelines | |
| InvoiceDueDate | Payment term days | Payment term is formed by subtracting InvoiceDate from InvoiceDueDate. |
| ArticleIdentifier | Product code | Product code when createing a new product or targeting to an existing product. |
| ArticleName | Product name | |
| DeliveredQuantity | Product quantity | |
| RowNormalProposedAccountIdentifier | Accounting suggestion | |
| RowFreeText | Row free text | |
| RowDiscountPercent | Discount percent | |
| RowVatRatePercent | VAT percent | |
| RowAmount | Unit price (gross) | |
| EpiRemittanceInfoIdentifier | Reference number | |
| EpiReference | Reference number | Secondary reference number |
To be able to import scandinavian letters (å, ä, ö) the material needs to be encoded in ISO/IEC 8859-15 form.
It is also possible to import dimension headers and dimension items in fields RowDefinitionHeaderText and RowDefinitionValue.
If customer doesn't exist in Netvisor before import, the e-invoice details and e-mail invoicing address are imported to Netvisor if this information is found in the finvoice file. And if customer is already in Netvisor, the e-invoice details/e-mail invoicing address are not updated from the finvoice file. E-invoice details/email invoicing address should be manually saved to customer details in Netvisor or imported using Customer import.
One Finvoice file can include multiple invoices. This way there is no need to import invoices one at a time.
Phases of Finvoice import
- Open Company menu and choose "Data import"
- Choose "Lasku/suoritus XML" (see picture below, step 1) and press "Selaa" (2)
- Find the right Finvoice file and press ""Submit data" -button (3). This starts the Finvoice import.
If there are no errors in the import, Netvisor will show a specification of imported data and links to formed material.
Finvoice import establishes customers and products used in the import if customers or products do not exist in Netvisor before import. Please note that customer's e-invoice details or e-mail invoicing addresses are not imported. If customers and products used in the import exist in Netvisor, the imported customers and products are targeted to existing ones.
If the imported material contains errors an error message is shown. The message tells why the material cannot be imported into Netvisor. If the material includes more than one invoice the invoices in right form are imported. There is an editor window below the error message but the material cannot be edited in that window. All changes to the invoice material must be done in the original file. After correcting the material the invoices can be imported again. Please do not edit the imported invoices in Netvisor after the import.
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