Visma eAccounting Smart
Activate integration with Visma Webshop
Integrating two programs means that the programs are connected and set up to exchange information with each other. If you don't have Visma Webshop you'll activate it under the menu Apps and extensions found in the menu on the left in Visma eAccounting Smart. If you already have Visma Webshop you will automatically get the question if you want to integrate the progams when you start Visma eAccounting Smart.
You do not need to configure any settings for integration between Visma eAccounting Smart and Visma Webshop to work. All you have to do is respond Yes when asked if you want to activate integration.
This is how you work with your articles
When integration between the programs is activated, you work with your article register in Visma eAccounting Smart. The articles you create in Visma eAccounting Smart are transferred to your webshop automatically when it is set to be Available in Webshop.
If you want to use descriptive texts and images to present your articles in your webshop, you add them in Visma Webshop.
When you create invoices, the stock value of the articles is counted down automatically in Visma eAccounting Smart. To increase the article's stock value when you have purchased goods, you access the article and enter the new quantity.
Read more about how to work with articles in the topics Create article, Edit article, Remove article, Deactivate article and Enter stock balance.
Important information about transfer of articles
If you have worked with Visma Webshop and added articles there, before you activate integration with Visma eAccounting Smart, the articles that you have added to the webshop are sent over to the program the first time the programs synchronise.
Before synchronising, check to ensure you do not have articles in Visma eAccounting Smart with the same article number as the articles in your webshop. If there are articles with the same article number, the articles in Visma eAccounting Smart will be overwritten.
Article data that is transferred during synchronisation
Details that are transferred from the article register in your Visma eAccounting Smart are called article data and are locked for editing in Visma Webshop.
The data below is retrieved from the article register in Visma eAccounting Smart.
- Article number
- Article name
- Unit
- VAT rate
- Price
- Stock item and number in stock
Delivery and payment methods
If you have added transport and payment methods in Visma Webshop before integration, you must add them again in Visma Webshop and select the required article template. The next time you receive a web order, the correct article coding information is automatically transferred to Visma eAccounting Smart.