Follow

Checklist to complete before installing Visma Business – Visma Severa integration

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

To verify customer numbering, in Visma Business go to Layout explorer > Tables > Common > Base data > Account no. series and in Visma Severa go to Tools > Settings > Account numbering. These number sequences cannot overlap.

To verify invoice numbering, in Visma Business go to Layout explorer > Tables > Common > Base data > Voucher series and in Visma Severa go to Tools > Settings > 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, select one Group-field for Associate, 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 associates.

When there is existing data in both systems,

  1. If same business units/departments exist in both systems, set the business unit code in Visma Severa to match department number in Visma Business.
  2. If same products exist in both systems, set the product/travel/work type code in Visma Severa to match product number in Visma Business.
  3. If same employees exist in both systems, set the user code in Visma Severa to match employee number in Visma Business.
  4. If same customers exist in both systems, set the account number in Visma Severa to match customer number in Visma Business.
  5. If same projects exist in both systems, set the project number in Visma Severa to match project number in Visma Business.
Was this article helpful?
3 out of 3 found this helpful
Have more questions? Submit a request

0 Comments

Powered by Zendesk