Data imports

Assisted setup

You import your data using templates. There are four templates: one for each data type (suppliers, customers, stock items, and non-stock items). Each data type contains one or more classes (see Create a customer class, Create a supplier class ). When you enter data into a template, make sure you enter the correct ID for the customer, supplier, item, or posting class on each line. Importing data with incorrect class IDs can result in errors during invoicing, VAT reporting, and other accounting operations in Visma Net.

You can import every type of data more than once. When you do this, new entries will be added and existing entries can be updated, for example, if you use different settings in step 2 and / or make changes in the upload template.

Step 1: Decide what to import

Decide what to import: customers, suppliers, stock items, or non-stock items.

Click Next.

Step 2: Classes

Use classes to define several settings at once for customers, suppliers, or items. Visma Net uses the settings you select here when the data is imported, and link them to the customer, supplier, or items.

When you use classes, you make sure that the imported data is handled according to the correct principles for accounting and to the rules for invoicing and VAT reporting for example.

Each class has different settings. Use the drop-down list to select the correct class.

By default, Visma Net should contain the correct accounts and settings for your country, but you can make changes to them in this step. If you do, remember to click Save.

Classes are predefined, but you can change them in Visma Net later:

To change customer classes, go to the Customer classes (AR201000) window.

To change supplier classes, go to the Supplier classes (AP201000).

To change posting classes for stock items and non-stock items, select Posting classes (IN206000).

Click Next.

Step 3: Download, fill in and upload template

Download the template for the data type you want to import, enter your data and upload it again.

If you are importing customers or suppliers, check the last number used in the number series, so that you can start entering data in your template on the next consecutive number. To check the number series, go to the Number series (CS201010) window.

All columns in the template marked with * are mandatory. You must fill them in. Some of the columns contain comments with information on how to fill them in correctly.

When you have entered data in our template, click Upload template and then Next.

Step 4: Import

Confirm that you want to do the import.

When you click Import, your data is imported and displayed in a table. Check the table data for errors. If you find any, you can either edit the information directly in the table, or go back to the previous step and edit the template before you upload it again.

Click Next.

Step 5: Summary

The summary window gives an overview of the number of rows that have been imported. If you have finished importing data, click Close. If you want to continue importing data, click Import more data.