Create connection to Visma eAccounting

  1. Click Import Data.
  2. Click Connections.**
  3. Click New in the upper right corner. The Select ERP system dialog is displayed with the available ERP systems.
  4. Select Visma eAccounting as your connection and click Next
  5. Create a name for your connection, such as eAccounting.
  6. Click Connect to Visma eAccounting.
  7. Enter your eAccounting password and name.
  8. In the OneStop Reporting is requesting your permission dialog box, leave the default check boxes selected and click Yes, Allow.
  9. In the Connect to Visma eAccounting dialog box, click Next.
  10. Select () the companies you have data access to and click Finish.**

You are now connected to your Visma eAccounting data.

The next step is to create a Data Import Job to transfer data from Visma eAccounting to OSR Portal, so that you can start executing reports.

Sist endret 26.09.2024