Fusion Instructions

This guide explains what to do when two or more companies using Netvisor merge with each other.   

CONTENT

• Customer list, products, suppliers
• Sending and receiving e-invoices
• Payment traffic agreements
• Things to handle for the company being closed

If two or more companies using Netvisor merge with each other:

1. The old database is left open for a while to extract the necessary data before closing it
2. The necessary material is transferred to the remaining company

Invoices cannot be transferred to the new program by default, but they are followed through in the old one and transferred as balances to the remaining company. Fusion entries are made in the accounting at the time of the merger.

Customer list, products, suppliers

Customers, products, and suppliers can be copied to Excel, saved in .csv format, and imported through data import as needed. For suppliers, the program will automatically create a new missing supplier if the invoice arrives as an e-invoice or through the scanning service.

Sending and receiving e-invoices

Receiving purchase invoices through Maventa's e-invoice connection should be closed for the old company in advance on the desired date to prevent new invoices from being directed there. If necessary, you can also close the entire Maventa e-invoicing in Netvisor (sending sales invoices and receiving purchase invoices) at once. Closing is done by going to Store > Electronic service channels > Maventa e-invoicing > Edit (=if you want to close only the receipt of purchase invoices, select "Only sending" in this view) or > Disable (=if you want to close the entire e-invoice connection in Netvisor, i.e., sending sales invoices and receiving purchase invoices).

The Edit button opens the view below, where you can choose to only send sales invoices in the future, but no longer receive purchase invoices.

NOTE! These actions will disconnect the Maventa e-invoice connection only for Netvisor during the next night, but the company's Maventa account will still remain valid on the Maventa e-invoice operator's side. If you want to completely close the account also on the Maventa e-invoice operator's side, please contact Netvisor customer service to close the account. If the account remains valid on the Maventa e-invoice operator's side, purchase invoices may still be directed there from billers.

Payment traffic agreements

New payment traffic agreements are made for bank accounts that are transferred from the old database to the new one because the business ID changes in the bank account. The bank account can be transferred to the new company once it is first closed from the old company. The same bank account cannot be active in two companies. 

Things to handle for the company being closed

1. The payment traffic agreement must be terminated before closing by contacting your bank. Otherwise, your bank will continue to charge for traffic (e.g., balance updates) even after the environment is closed. Please note that while the payment traffic agreement is in effect, you authorize your bank to continue delivering your account transactions to us, so it is crucial to terminate the payment traffic agreement at the bank.
2. Data copy: has been taken from Netvisor or ordered from Netvisor customer service (additional work cost charged at 160€/h + VAT 24%). The data copy must be taken by the customer or ordered from Netvisor customer service before closing the Netvisor environment. Alternatively, if the data copy is desired after closing the Netvisor environment, a written request for the data copy must be sent to Netvisor customer service within 30 days of the contract termination (environment closing date), as after that, the customer's data may be permanently deleted from Netvisor. Taking the data copy is the customer's responsibility.
3. The billing address in Netvisor has been updated to receive the last invoices from the Netvisor service. The address must be such that you receive invoices even after closing the Netvisor service. Addresses are updated in the Billing Addresses section of the service.
4. If a Maventa connection has been used, ensure that the billing addresses have correct information in the 'Scanning service return address' section. Scanning service and Maventa material are routed to this address for 60 days after closing. The Maventa account is closed by default but can be left active upon request if it is used with another system. Please inform us if you continue to use Maventa after closing.
5. Electronic service channels should be closed according to this guide.
6. Extra users should be removed by the customer as soon as possible. Users can be removed using this guide.
7. Interface services have been disabled according to this guide

Keywords: merger, consolidation

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