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Set up a connection to Visma ERP

Visma ERP helps businesses manage and automate core functions like finance, inventory, procurement, sales, and project operations.

Important

The Visma ERP connector is in BETA and may be subject to changes.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

API version 

Select your Visma ERP API version (v1 or v2).

OAuth 2.0 client * 

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by Visma ERP.

dataLoad.svg​​ How to retrieve the client ID and client secret

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit (pencil.svg ) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource.

Tenant ID *

Enter your Visma ERP Tenant ID.

How to retrieve the tenant ID

Scope * 

Scopes are OAuth 2.0 permissions that Visma ERP defines to limit access to your account.

dataLoad.svg​​ How to configure scopes

How to retrieve the client ID and client secret

  1. Sign in to your Visma developer portal.

  2. Navigate to My application > Add application.

  3. Select Web as the Application type.

  4. Enter a Name.

  5. Enter a Client ID and add a Description.

  6. Enter the integrator.io Redirect URL.

    • For NA: https://integrator.io/connection/oauth2callback

    • For EU: https://eu․integrator.io/connection/oauth2callback

  7. Click Save as draft.

  8. Verify the details and click Create.

  9. Navigate to Credentials.

  10. Click Generate secret.

  11. Enter a Description.

  12. Choose an Expiry date.

  13. Click Generate secret.

  14. Copy the Client secret.

How to retrieve the tenant ID

  1. Sign in to the Visma app store.

  2. Navigate to the profile gear icon.

  3. Copy the Tenant ID.

How to configure scopes

  1. Click Scope.

  2. To access all of the scopes in the API, click the » button.

    – or – 

    Check the scopes you want to add and click the > button.

  3. Click Save.

Additional references