In this blog post, we will talk in detail about Visma Global, the financial system for small and medium-sized companies.
Visma is a company producing core business software. With over 1 million customers worldwide, Visma provides software that simplifies and automates processes in a wide range of business areas, including accounting, HRM and payroll, invoicing, and much more.
The main benefit of Visma is that it provides businesses with the opportunity to automate the entire workflow related to both incoming and outgoing invoices.
Visma provides the following solutions:
- HRM and payroll;
- Financial management;
- School administration.
Despite the fact that Visma Global has ready integrations with numerous external systems, a lot of businesses may have to integrate it with their custom software solutions.
First of all, you should contact Visma Global to get an API for integrations. Depending on your requirements it can be different methods and options. Also important to get a test environment that you can use before adding integration to your real production.
Every request Visma Global must be authenticated. It means that Visma Global should know who is the author of all actions. So, it is required to get credentials (username and password) which you will use for authentication. These credentials will allow you to get an access token.
It should be sent with other params, that allow Visma Global to identify the author of the request.
Do not forget to get test credentials, which are needed for the test environment. These credentials can be stored in the application configuration file or, if they can be added dynamically, in a database.
In Visma Global every order line should have an article ID. It needed to match the product in your system with the product in Visma Global. So, all of your products should have responsible param which contains an article. The list of all Visma Global articles can be fetched from Visma Global API. Usually, the article contains an ID and name.
In our case, service providers use Visma Global as a finance manager, so the ERP should contain information about all payment transactions which are made in this service provider. It means that we should send all orders to the ERP. So, every time a new order is created we send the request to Visma Global. Also, we should be sure that the order is sent successfully, and in case of failure, we should retry this action.
Before you start to integrate your product with Visma Global we highly recommend you get all the details about this software. Like we said above, there are numerous options for integration methods proposed by Visma. The best way to get answers to these questions is to connect with the Visma support team. Fortunately, they offer great support services and respond to requests within one working day.
All questions related to the performance of any development process are extremely individualized. That’s why we recommend you to get a consultation with our technical specialists.
The size of the development team needed for the integration depends on the specificity of your product. To integrate Visma Global into the web solution, you need at least 1 frontend and 1 backend engineer. In case your product has a mobile version, the engagement of Andoird and/or iOS engineers is also required. Contact us to find out precisely about the development team.