General steps

Owned by Thomas Speekenbrink
Last updated: Sept 10, 2020 by Jan Verlaan (Unlicensed)
2 min read

Overview

In this article, we describe the general steps to take to prepare yourself to start using the Visma Link to update Visma.net and SuperOffice.

To exchange data between Visma.net and SuperOffice with DataBridge is quite simple, but you need to have at least some information about the data you want to transfer, like how to transform these data and where to store the data in SuperOffice.

To help you gather all this important information and tackle some import related questions upfront we have developed an Visma Link Worksheet. In this worksheet, you will find detailed information on all SuperOffice and Visma.net fields. You will find the download on the bottom of this article.

TIP

If you put your users Visma.net language to English you can easily relate the fields in Visma.net on-screen to the fields in the Excel sheet.


Intended Audience


This article is intended for persons who are administrators for SuperOffice or Visma.net

  1. Define the fields to be synchronized between SuperOffice and Visma.net
    You can use the attached worksheet 'Visma Link.xlsx' to help you get started. You can specify the fields which should be transferred from SuperOffice to Visma.net, the available fields are all specified. 

  2. Create a profile to synchronize data from SuperOffice to Visma.net

  3. Create a button with a script, see example script below in the Downloads section. More information on how to add a crm-script and how to create a SuperOffice button can be found here.

  4. Create a profile to synchronize data from Visma.net to SuperOffice

Downloads