Visma

Welcome to our guide to getting started with the Visma integration for your Yabie POS system! This powerful integration is designed to simplify and automate your bookkeeping, saving you valuable time and minimizing the risk of manual errors.

With our Visma integration, you can seamlessly synchronize your sales. Get all your daily sales from Yabie automatically transferred to Visma, ensuring that your accounting is always up to date with accurate revenue.

This article will guide you through the setup process and explain how to best utilize the Visma integration's features to optimize your company's administration. Let's get started!

Modules for Visma Integration

You need to have the Visma Integration module in Visma for the integration to work.

Set up the integration

Start by logging in to Yabie Backstage, click on Integrations and select Visma from the list

Enter an email address

Enter an email address, this will be used to send notification of any errors in the integration.

Authorization code

Now we're going to connect Yabie and Visma! Click on Get authorization code, you will then be redirected to Fornox where you need to log in and approve authorization. Once this is done, you will be redirected back to Backstage. Here you will see that an authorization code is now filled in, then click on Next.

Verification series

Choose which Yabie stores should be synchronized to Visma, for the stores you want to be synchronized, you need to choose Journalism series, you can also choose to add a cost center.

Manual Sync

In this step, you can choose to synchronize historical data, you select the store and the date you wish to synchronize from. Then click Start Sync. When you're done, select Next.

The integration is now set up!

Sync history (Error messages)

If something goes wrong in the integration, you can see what the problem is in the Sync history. You can find your Sync history under the integration. To see error messages, click the magnifying glass under Errors.