- How to start using
Integrate Visma Global and Visma Severa to transfer your employees, customers, projects, invoices and costs between the two systems. Manage your projects in Visma Severa and create invoice drafts, which will then be sent to Visma Global to be delivered to customers and stored in bookkeeping. Get your supplier invoices into Visma Global and transfer those to Visma Severa as project costs.
There are master settings that define, in which system the data is updated. It means that new information can be added to both systems, but updates will only transfer from "master". Usually for example Visma Severa is master for projects where as Visma Global is master for products.
Business units in Visma Severa are connected as departments in Visma Global. Departments are integrated both ways, from Visma Severa to Visma Global and vice versa. Existing business units are connected based on their name and number/code.
Users in Visma Severa are connected as employees in Visma Global. All users from Visma Severa will be transferred to Visma Global, and from Visma Global, those employees who have an email address, will be transferred to Visma Severa. Existing users are connected based on their name and number/code.
Products, travels and work types in Visma Severa are connected with the product register in Visma Global. Products are integrated both ways, from Visma Severa to Visma Global and vice versa. Existing products are connected based on their name and number/code.
Accounts in Visma Severa are connected as customers in Visma Global. Only customers with projects in "won" status are transferred from Visma Severa to Visma Global, where as all customers from Visma Global are transferred to Visma Severa. With customers, also addresses and contacts are transferred. Existing customers are connected based on their name and number.
Projects in Visma Severa are connected as projects in Visma Global. From Visma Severa, only those projects that have "Won" sales status are transferred to Visma Global. Projects are integrated both ways, from Visma Severa to Visma Global and vice versa. Existing projects are connected based on their name and number.
Invoice are created in Visma Severa. Integration transfers invoices from selected status into Visma Global as orders. Once orders are made as invoices in Visma Global and sent to customers, the "sent" status is updated back to Visma Severa. Also when customer pays the invoice, the "paid" status is updated back to Visma Severa. Integration doesn't transfer attachments.
When supplier invoice is connected to a project in Visma Global, it is transferred into Visma Severa as project costs. You can define, if the supplier invoices are also billable from Visma Severa, or if they are only costs. These costs are displayed in the "Products" section of a case.
How to start using
- Go through existing data in both systems with the help of checklist.
- Enable Visma Global add-on from Upgrades > Adjust features > Interfaces.
- Download the integration software from support portal (you need to select a version that matches your Visma Global version).
- Install the integration software to the server where Visma Global is running.
- Set up integration.
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