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Checklist to complete before installing Visma Global – 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 Global 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 data in Visma Global 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 Global,

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

To verify customer numbering, in Visma Global go to Tools > Parameters > Number series and in Visma Severa go to Tools > Settings > Account numbering. These number sequences cannot overlap.

To verify invoice numbering, in Visma Global go to Tools > Parameters > Number series and in Visma Severa go to Tools > Settings > Invoice numbering. These number sequences cannot overlap.

You can list types of data that will be transferred in the integration settings, for example employee types, customer types etc.

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 Global .
  2. If same products exist in both systems, set the product/travel/work type code in Visma Severa to match product number in Visma Global .
  3. If same employees exist in both systems, set the user code in Visma Severa to match employee number in Visma Global .
  4. If same customers exist in both systems, set the account number in Visma Severa to match customer number in Visma Global .
  5. If same projects exist in both systems, set the project number in Visma Severa to match project number in Visma Global .
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