Upload data

To transfer data into Visma Ekonomiöversikt you can either import a SIE4 file or upload data via Visma eEkonomi or Visma Administration/Visma Förening. If you are an accounting office you can also upload data from Visma Advisor Connect/Visma Byråstöd.

All imports are logged under Settings - Import. If Visma Ekonomiöversikt is used in a collaboration between an accounting office and a customer, it is only the accounting office's employees that have access to the Settings tab by default. User permissions can be changed under Settings - User rights - Settings.

You can decide which users who should be able to import SIE4 files in Visma Ekonomiöversikt, but the rights to import data from the ERP system are not managed in Visma Ekonomiöversikt.

You can upload data from Visma Administration via Visma Advisor Connect. The data that will be uploaded are SIE4, unpaid invoices and related documents. This upload can also be done from within Visma Administration/Visma Förening. Read more in Integration between Visma Ekonomiöversikt and Visma Administration/Visma Förening.

If you use Visma Compact for your customer's bookkeeping, the easiest way to upload a SIE4 file is by sending a file via Visma Advisor Connect.

If you use Visma Administration or Visma Compact for your customer's book-keeping, the easiest way to upload a SIE4 file is by sending a file via Visma Byråstöd.

When your company uses both Visma eEkonomi and Visma Ekonomiöversikt, your accounting data is automatically transferred to Visma Ekonomiöversikt. Every time a user logs in to Visma Ekonomiöversikt, the data will be automatically updated. The data transfer only happens during login, so if you want to get the latest data from Visma eEkonomi while working in Visma Ekonomiöversikt, you have to press the Refresh button on the top menu.

The data is transferred to Visma Ekonomiöversikt when any user logs in the service, no matter if they have access to Visma eEkonomi or not. When you start using Visma Ekonomiöversikt, all accounting information from Visma eEkonomi will be imported until the current date. Details about unpaid supplier and customer invoices, as well as journal entry attachments are also transferred.

If Visma Ekonomiöversikt is used in a collaboration between an accounting office and a customer, the consultant will decide what data should be displayed for the customer in Visma Ekonomiöversikt, by select setting the Display of accounting data in charts and reports, that you find under Settings - Report settings. Read more here.

Note that it is not possible to import SIE files when you have an active integration with Visma eEkonomi.
If you have an active integration with Visma eEkonomi but you want to import accounting data from a different source (accounting system or SIE file), go to Settings - Report settings, and mark Other accounting data source. This will end the automatic transfer of data from Visma eEkonomi and will allow you to import SIE files. You can reactivate the automatic sync by marking Visma eEkonomi again.

The first time you want to export accounting data from Visma Administration, you must carry out a synchronization. You do this in Visma Administration/Visma Förening.

  1. Open Visma Administration/Visma Förening.
  2. Choose Arkiv - Inställningar - Företagsinställningar - Min sida/internettjänster.
  3. Enter your e-mail address and password (credentials for Min sida).
  4. Choose Synkronisera.

The Visma Ekonomiöversikt icon is displayed under the program heading Bokföring in Visma Administration/Visma Förening. After the initial synchronization, you can start Visma Ekonomiöversikt and upload accounts data and data about unpaid invoices to Visma Ekonomiöversikt from here.

If you have received a SIE4 file you can always do a manual import under the Settings tab.

  1. Start Visma Ekonomiöversikt.
  2. Choose Settings - Import.
  3. Click the Import SIE4 file button.
  4. Browse to the folder where the SIE4 file is saved, highlight the file and click Open.

The SIE file is processed and uploaded. This may take a few minutes depending on the number of transactions in the file.

Related topics

Integration between Visma Ekonomiöversikt and Visma Administration/Visma Förening
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