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Visma eAccounting

With Visma eAccounting modules in Make, you can watch, create, update, retrieve, list, and delete:

  • articles

  • customers

  • draft invoices

  • invoices

  • supplier draft invoices and invoices

To get started with Visma eAccounting, create an account at visma.com/eaccounting.

Connect Visma eAccounting to Make

To connect Visma eAccounting app:

  1. Log in to your Make account and add a Visma eAccounting module's create a connection dialog.

  2. Click Add next to the Connection field.

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  3. In the Connection name field, enter a name for the connection.

  4. Optional: Click Show Advanced Settings to connect using OAuth client credentials.

    Note

    To obtain client credentials, you need to have a Visma eAccounting version that supports OAuth. Make recommends reaching out to your Visma sales representative to confirm your version.

  5. Click Save.

  6. A popup window prompts you to log in to your account and confirm the access by clicking Allow.

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You have successfully connected the Visma eAccounting app and can now build scenarios.