Integration uses name and number to match existing data, so before taking integration into use, you need to check what kind of data there is in Visma Business and in Severa. For example, if a same customer is in both systems, those should have same number, so that integration connects them. Sometimes there can also be a lot of old data in Visma Business that is not wanted in Visma Severa. It is possible to prevent data from transferring, but you need to set it up before starting the integration.

When there is existing data in Visma Business

  1. Make sure customer numbering in Visma Business and customer numbering in Severa do not overlap.
  2. Make sure that invoice numbering in Visma Business and invoice numbering in Severa do not overlap.
  3. Do you want to transfer all departments from Visma Business to Severa?
  4. Do you want to transfer all regular products from Visma Business to Severa?
  5. Do you want to transfer all employees from Visma Business to Severa?
  6. Do you want to transfer all customers from Visma Business to Severa?
  7. Do you want to transfer all projects from Visma Business to Severa?

To verify customer numbering, in Visma Business go to Layout explorer > Tables > General > Basic information > Customer number series and in Severa click on wheel icon > Settings > Customers & contacts > Customer numbering. These number sequences cannot overlap.

To verify invoice numbering, in Visma Business go to Layout explorer > Tables > General > Basic information > Voucher series and in Severa click on wheel icon > Settings > Billing > Invoicing defaults > Invoice numbering. These number sequences cannot overlap.

To prevent certain data from transferring, select a Group field in Visma Business for this purpose. For example, if there are customers that shouldn't be transferred, pick one Group field for contact person, then enter for example "1" into the Group field for all the customers that shouldn't transfer. Then in the integration settings, define that the particular Group field is used for not to transfer contact persons.

When there is existing data in both systems

  1. If same business units/departments exist in both systems, set the business unit code in Severa to match department number in Visma Business.
  2. If same regular products exist in both systems, set the product/travel/work type code in Severa to match product number in Visma Business.
  3. If same employees exist in both systems, set the user code in Severa to match employee number in Visma Business.
  4. If same customers exist in both systems, set the customer number in Severa to match customer number in Visma Business.
  5. If same projects exist in both systems, set the project number in Severa to match project number in Visma Business.


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