Overview

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

Prerequisites

The following prerequisites are required before you follow the steps below.

A (demo) subscription of DataBridge for SuperOffice. To sign-up, follow this URL: https://my-databridge.infobridgeuniverse.com/Account/SignUp
A (demo) subscription of Panels for SuperOffice. To sign-up, follow this URL: https://my-panels.infobridgeuniverse.com/Account/SignUp
A SuperOffice CRM login name with administrator rights
A Visma.net Financials account

Log into the Panels for SuperOffice portal
Click on the button Create a new panel on the bottom left of the start screen.

Fill in a name for this new panel. This name will be used to display the panel name SuperOffice.
Chose as Panel Type Visma.net Financials invoice panel
Click Next

At field Panel location choose for Contact Archive
At field SuperOffice Customer ID choose for Company number
At field Enable filter row 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.
At the block called Authorization click on the blue button Connect to make a connection with Visma.Net Financials
Log in with your Visma.Net username and password into the displayed Visma login screen
After Sign In you are requested to accept Visma.net Integrations to allow access to your data. Choose Allow to accept.
Select your company and click Next
A summary will be displayed with the chosen settings.
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