Visma.net - connecting via Service API based on the OAUTH 2.0-protocol
Renewed authentication visma.net
As of June 1st, Visma.net will no longer support the current method of linking with Spend Cloud. The current method, which requires fetching a new access token (a key for accessing Visma.net) annually, will be discontinued. Instead, Spend Cloud can be linked as an application via the Service API, with the significant advantage that the applications will remain connected for as long as the parties desire. There will be no need for annual action to fetch the new access token anymore.
Through various messages in Spend Cloud, you will be directed to this article regarding the required action. A follow-up email with information about this action will be sent later if. However, you do not need to wait for this email; you can already proceed with the steps below to initiate the renewed authentication. All available information can be found in this article. For more information about Visma's Service API, refer to this article on the Visma website.
Not sure if you use the Visma.net webservice? Click here for more information.
Not sure if you use the Visma.net webservice? Click here for more information.
How will we do this?
To set up this connection, a one-time action needs to be performed on your end. The following steps explain what needs to be done step by step. The steps should be executed by someone within Visma who has at least the role of "Integration Administrator."
Visma App Store
Log in to the Visma App Store with a user who has at least the role of "Integration administrator". In the App Store, applications can be integrated, including Spend Cloud. After logging in, you will need to enter an Invitation code, which must be provided by us. The image below illustrates where the code can be entered.
The code can be requested through your contact person at ProActive or by sending an email to support@proactive.nl. After entering the code, Spend Cloud can be integrated as an application:
Action ProActive
Once Spend Cloud has been integrated as an application, we will need to activate the link on our end. For this, we require your Tenant ID. This can be found by clicking on your name in the upper right corner of the screen. Copy the code and share it with your contact person or via the ticket created through support@proactive.nl.
After receiving the Tenant ID, we will activate the link and, as a precaution, test whether we indeed have access to the company within Visma.net. If this is successful, the link will be established, and we will inform you that the new connection has been activated.
Multiple Visma.net Companies
The above explanation pertains to integrating Spend Cloud with one company in Visma.net. In the case where your organization works with multiple Visma.net companies, a code will need to be requested for each company, and when logging into the Visma App Store, the correct company must be chosen.
If your Spend Cloud environment is connected to different Visma.net companies, we will need to set up multiple connections from one Spend Cloud environment. It's important that when requesting the Invitation codes, you indicate that your Spend Cloud is connected to different Visma.net environments. We need to bring the settings to the forefront in Spend Cloud so that we can create multiple connections and then set up which connection should be used for each administration.
Specifically for the Visma.net web service:
This new authentication applies only to the web service integration with Visma.net. Not sure if you're using this integration? Go to the Export section and click on Export Files at the top. If 'Visma.net Financials' is listed in the Export Format column, then this new authentication applies. If another financial package is listed, no additional action is needed.
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