Assisted setup /visma-net-erp/getting-started/assisted-setup section Use the links below to choose a topic you want to learn more about. 2026-02-19T17:09:06+01:00 # Assisted setup Use the links below to choose a topic you want to learn more about. After that you can use the breadcrumbs in the upper left corner to navigate back and forward within the Getting started sections. Assisted setup /visma-net-erp/getting-started/assisted-setup/assisted-setup section The Assisted setup consists of several wizards, which help you to get started with the use of the system. 2026-02-19T17:09:06+01:00 # Assisted setup The Assisted setup consists of several wizards, which help you to get started with the use of the system. The wizards contain settings from different windows throughout the system. You need to have an administrator role to run the wizards. > [!NOTE] > Some settings that you define via Assisted setup must be set before you start using the system, as these settings cannot be modified later. Other settings may be changed any time. Please read the information for each wizard for more information. The following Assisted setup wizards are available:
box-assisted-setup-subaccounts Create subaccounts and choose the default subaccount to use throughout the system.
box-assisted-setup-forms Add a logo and choose the fields to appear on all invoices, dunning letters, and customer statements.
box-assisted-setup-email Set up your email account to send invoices and reports from the system to your contacts.
box-assisted-setup-data-imports Import customers, suppliers, non-stock items, and stock items to the system.
Data imports /visma-net-erp/getting-started/assisted-setup/data-imports page In Assisted setup for Data imports (SM20603S) you can import your customers, suppliers, stock items, and non-stock items to Visma Net. 2026-02-19T17:09:06+01:00 # Data imports In Assisted setup for Data imports (SM20603S) you can import your customers, suppliers, stock items, and non-stock items to Visma Net. ## 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](/visma-net-erp/help/customer-ledger/customer-classes/create-a-customer-class/), [Create a supplier class](/visma-net-erp/help/supplier-ledger/suppliers/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)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-classes-ar201000/) window. To change supplier classes, go to the [Supplier classes (AP201000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-classes-ap201000/). To change posting classes for stock items and non-stock items, select [Posting classes (IN206000)](/visma-net-erp/help/inventory/inventory-windows/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)](/visma-net-erp/help/common-settings/common-settings-windows/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**. Email /visma-net-erp/getting-started/assisted-setup/email page With Assisted setup for email, you can setup your email so that you can send invoices and reports from the system to your contacts. 2026-02-19T17:09:06+01:00 # Email With Assisted setup for email, you can setup your email so that you can send invoices and reports from the system to your contacts. ## Assisted setup The default account name and email address are generated by the system and you cannot change them. To be able to send invoices and reports, you only need to add a reply address. If a customer replies to an email sent via the system, their reply will be sent to the email address you enter here. Click **Save**. If you want to use a different email account to send emails from the system, go to the [System email accounts (SM204002)](/visma-net-erp/help/email/email-windows/system-email-accounts-sm204002/) window. You can view and change the body text used in emails that are sent from the system in the [Notification templates (SM204003)](/visma-net-erp/help/email/email-windows/notification-templates-sm204003/) window.

Related pages

Concepts

 Forms /visma-net-erp/getting-started/assisted-setup/forms page In Assisted setup for Forms, you can add a logo and choose the fields that are displayed on all invoices, dunning letters and customer statements. 2026-02-19T17:09:06+01:00 # Forms In Assisted setup for Forms, you can add a logo and choose the fields that are displayed on all invoices, dunning letters and customer statements. ## Assisted setup ## Select logo In this window you can upload an image file with your logo. This logo will be used on all external customer forms. The logo needs to be in either.jpg,.gif, or.png format. For optimal appearance of the logo on all forms, it should have a proportion of 4:1 (width:height). 1. Click the link **Click here to upload image...**. 1. In the **Upload file** dialog box, click **Choose file** and go to the folder on you computer where you have the image file you want to upload. 1. Click **Upload**. 1. You see the uploaded image. If you have uploaded several images, you can browse through them via **Prev** and **Next**. 1. Click **Select** when you see the image you want to use. 1. In the bottom part of the window, click **Next** to go to the next step. ## Choose form and fields You can define which fields to display on the different forms. You can adapt one form at the time. If you want to change several forms, you need to repeat the steps below. If you have already created invoices, dunning letters and customer statements, the system displays a preview in step 5 below. 1. Choose the **Form category**. 1. Choose the **Form type**. 1. Click to select the fields you want to use on the form. By default, all the fields are selected. 1. In the bottom part of the window, click **Apply**. 1. Depending on whether you have created the form before (for example, if you have released an invoice), you will see a preview or get a confirmation message. 1. Preview: Click **Done** or **Edit next form**, depending on what you want to do next. 1. No preview: Click **Next** or **Finish**, depending on what you want to do next. You can edit the report forms any time by opening the report you want to edit and by clicking **Edit report**. It opens the report form in the **Report Designer** where you can add, delete, move, and resize the report columns, change the report font, and preview the edited report. Subaccounts /visma-net-erp/getting-started/assisted-setup/subaccounts section In Assisted setup of Subaccounts you can define the subaccounts you want to use throughout the system and set the default subaccount for your company. 2026-02-19T17:09:06+01:00 # Subaccounts In Assisted setup of Subaccounts you can define the subaccounts you want to use throughout the system and set the default subaccount for your company. ## Subaccounts To use subaccounts in your system, go to the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window and enable the **Subaccounts** functionality. Before creating the list of required subaccounts, take the time to think through the whole system of accounts and subaccounts. Changing the structure or length of the subaccount segments after you have started to use Visma Net is difficult and may have unpredictable consequences. Note that if you have not decided to use subaccounts when you set up the system, it will be more difficult to start using them later. ## About subaccounts Subaccounts are used to break down large accounts for better tracking of various company earnings and expenses, or for budget allocation. For example, your company might set up a subaccount for each department to track its revenue and costs. If you enable subaccounts in your system and you specify a regular account, you always need to specify the corresponding subaccount. ## About segments [Segment keys (CS202000)](/visma-net-erp/help/common-settings/common-settings-windows/segment-keys-cs202000/) are categories for which you analyse the financial activities, such as a unit, department, or project. Each segment has a number of segment values. For example, the segment Department may have values for R&D, Marketing, Support, and Sales. The combination of segment values determines the subaccount. You can define the number of segments, the length of each segment and whether the segment should contain letters, numbers, or both. The maximum length of a subaccount is 30 characters. ## Step 1: Create segment In step one, you create the segments for your subaccount. You also need to decide whether you want to use the **on-the-fly entry**. This option allows you to create subaccounts in the workspaces by entering combinations of existing segment values, without having to predefine all combinations in the **Create subaccounts** step. One segment is available by default. You can either overwrite the description, length, and edit mask of this segment. 1. Select **Allow adding new values on the fly** if you want to be able to create subaccounts directly in the workspaces. 1. Click ![icon-add](/media/visma-net-erp/icon-add.png) to add a segment. 1. Enter the **description**, **length**, and **edit mask** (character type). 1. Repeat this process for all segments. 1. Save the changes and click **Next**. ## Step 2: Create segment value In step two you set the values for each segment. Each value represents a specific element within a category. For example, if the segment you created in step one was department, you can not set the value for each department, such as R&D and Marketing. Note that a default value is set for each segment. You can change the description of this default value if you want to use it, if not, delete it. 1. Choose the **segment ID** you want to set the values for. 1. Click ![icon-add](/media/visma-net-erp/icon-add.png) to add a segment value. 1. Enter the **value** and the **description**. 1. Repeat steps 2 and 3 for all values for this segment. 1. Repeat this process for all segments. 1. Save the changes and click **Next**. ## Step 3: Set default subaccount In step three you set the default subaccount. The default subaccount replaces the default system subaccount, which is 0. If you have added a new segment to an existing default subaccount, this step will be displayed, and you can define the default value of the new segment. You can only choose the values you have created in step 2 of the wizard. To set the default subaccount, choose the default segment value for the segment in the drop-down lists. Save your changes and click **Next**. ## Step 4: Create subaccounts In step four, you enter a combination of the segment values to form subaccounts that you can use throughout the system. If you have selected **Allow adding new values on the fly** in step 1, you do not need to predefine all subaccounts, and this step is skipped. The **Allow adding new values on the fly** allows you to create subaccounts directly in the workspaces. 1. Click ![icon-add](/media/visma-net-erp/icon-add.png) to add a subaccount. 1. Enter the values of the **subaccount**. 1. Optionally, enter a **description**. 1. Repeat this process for all subaccounts. 1. Save your changes and click **Finish**. 1. If you have created more than one subaccount, you will be asked if you want to set the default subaccount, if you have not already done that. ## Step 5: Summary The summary gives an overview of all created elements per step. Check the information and click **Close**.