Content Comparison

Overview

In this article, we describe the general steps to make a Visma.net panel in SuperOffice.

...

1. A (demo) subscription of DataBridge for SuperOffice. To sign-up, follow this URL: https://my-databridge.infobridgeuniverse.com/Account/SignUp
2. A (demo) subscription of Panels for SuperOffice. To sign-up, follow this URL: https://my-panels.infobridgeuniverse.com/Account/Login?ReturnUrl=%2FSignUp
3. A SuperOffice CRM login name with administrator rights
4. A Visma.net Financials account

...

Create a new panel for Visma.net

...

1. Log in in de into the Panels for SuperOffice portal
   
2. Klik op de knop Click on the button Create a new panel on the bottom left of the start screen.
   Image Added

Create new panel

1. Vul de naam in voor het nieuwe tabblad
2. Kies als Panel type Fill in a name for this new panel. This name will be used to display the panel name SuperOffice.
3. Chose as Panel Type Visma.net Financials invoice panel
   Image Added
   
4. Click Next

Panel Settings

...

1. Image Added
   At field Panel location vult u met choose for Contact Archive
2. Kies voor Company number bij At field SuperOffice Customer ID fieldBij Display heeft u de optie om te kiezen voor choose for Company number
   
3. At field Enable filter row. Indien ingeschakeld, worden de filters als een rij in het raster weergegeven. Anders worden filters weergegeven met een pictogram in elke kolom.
4. Onder Authorization klikt u op Connect om verbinding te maken met Visma.net Financials
5. Log in met uw gebruikersnaam en wachtwoord
6. Vervolgens wordt u gevraagd of Visma.net Integrations toestemming heeft tot uw data in Visma.net Financials. Kies Allow om dit toe te staan
7. Selecteer uw bedrijf
8. Next
9. Er wordt een overzicht getoond van uw gekozen instellingen
10. Door op de knop Save and publish te klikken wordt het nieuwe tabblad aangemaakt in SuperOffice

...

1. you may choose to enable the filter row. If set to Yes an extra filter row with filter options is displayed in the SuperOffice panel. If no only a pictogram is displayed with filter options.
   
2. At the block called Authorization click on the blue button Connect to make a connection with Visma.Net Financials
   
3. Log in with your Visma.Net username and password into the displayed Visma login screen
   Image Added
4. After Sign In you are requested to accept Visma.net Integrations to allow access to your data. Choose Allow to accept.
5. Select your company and click Next
6. A summary will be displayed with the chosen settings.
7. Click on button Save and publish and the new panel will be created in SuperOffice

In SuperOffice at the Company card the new panel will be displayed where you can see all (credit)invoices available in Visma.net