Integration windows /visma-net-erp/help/integration/integration-windows section 2026-02-19T17:09:06+01:00 # Integration windows Integration windows - overview /visma-net-erp/help/integration/integration-windows/integration-windows-overview page On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the window. 2026-02-19T17:09:06+01:00 # Integration windows - overview On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the window. On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the window. Each item contains a workspace with tiles and categories. ## Transactions [Import by scenario (SM206036)](/visma-net-erp/help/integration/integration-windows/import-by-scenario-sm206036/) [Export by scenario (SM207036)](/visma-net-erp/help/integration/integration-windows/export-by-scenario-sm207036/) ## Registers [Data providers - reference information](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) [Manage import scenarios (SM206025)](/visma-net-erp/help/integration/integration-windows/manage-import-scenarios-sm206025/) [Manage export scenarios (SM207025)](/visma-net-erp/help/integration/integration-windows/manage-export-scenarios-sm207025/) [Company template (CS10300S)](/visma-net-erp/help/management/management-windows/company-template-cs10300s/) ## Processes [Schedule import scenarios (SM206035)](/visma-net-erp/help/integration/integration-windows/schedule-import-scenarios-sm206035/) [Schedule export scenarios (SM207035)](/visma-net-erp/help/integration/integration-windows/schedule-export-scenarios-sm207035/) [Import customised reports and inquiries (CS10302S)](/visma-net-erp/help/common-settings/common-settings-windows/import-updates-from-templates-cs10302s/) [Publish customised reports and inquiries (CS10301S)](/visma-net-erp/help/common-settings/common-settings-windows/publish-customised-reports-and-inquiries-cs10301s/) [Download attachments (SM508090)](/visma-net-erp/help/integration/integration-windows/download-attachments-sm508090/) Data providers (SM206015) /visma-net-erp/help/integration/integration-windows/data-providers-sm206015 section You use this window to create a provider for data import or data export; you can also use the form to view the details of existing providers. 2026-02-19T17:09:06+01:00 # Data providers (SM206015) You use this window to create a provider for data import or data export; you can also use the form to view the details of existing providers. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You use this window to create a provider for data import or data export; you can also use the form to view the details of existing providers. You can configure providers to work with files in CSV, Excel, and XML format and with different external systems. If you have exported to XML a file data provider that has a file attached to the window (by using the **Clipboard** - **Export to XML** standard button on the form toolbar), when you import the data of the provider (by using **Clipboard** - **Import from XML** ), you need to attach the file to the data provider manually. ## The window toolbar
Button Description
Get file link Opens the Attached file link dialog box, where you can get a link to the file attached to the provider.
The dialog box, called when you click **Get file link** on the toolbar, has the following elements:
Element Description
Link The internal link to the file that is attached to the provider.
Close (button) Closes the dialog box.
## The top part You use this area to identify the provider. You can specify the name and details for a new provider, or you can select an existing provider and view its information.
Element Description
Name The name of the provider, which usually describes the data you will transfer by using this provider. You can use an alphanumeric string of up to 100 characters.
Provider type

The type of provider, such as the following:

  • File providers that you use to access data in external files:

    • CSV provider ( PX.DataSync.CSVSYProvider ): For import from and export to files in CSV format
    • Excel provider ( PX.DataSync.ExcelSYProvider ): For import from and export to Excel spreadsheets
    • XML provider ( PX.DataSync.XMLSYProvider ): For import from and export to files in XML format

  • Providers that are preconfigured for importing data from and exporting data to external systems:

    • Salesforce provider ( PX.DataSync.SFSYProvider ): For import from and export to SalesForce CRM by using the Simple Object Access Protocol (SOAP)
    • MS SQL provider ( PX.DataSync.MSSqlSYProvider ): For import from and export to Microsoft SQL Server
    • HubSpot provider ( PX.DataSync.HubSpot.HSSYProvider ): For exporting leads to HubSpot for nurturing and importing leads to Visma Net for processing

  • Providers for exporting payment data to external payment systems:

    • ACH provider ( PX.DataSync.ACHProvider ): For exporting data for processing in the Automated Clearing House (ACH) system
    • Giro payment provider ( PX.DataSync.Banks.GIROPaymentProvider ): For exporting data for processing in giro-based payment systems
Active A check box that indicates (if selected) that this provider is active and will be available for selection in the Visma Net windows related to data import.
## The Parameters tab The **Parameters** tab provides the list of parameters (in a tabular format) specific for the selected provider type. For a new provider, fill in the columns.
Button Description
Reload parameters Reloads the default values of the parameters specific to the provider type.
Column Description
Name

The name of the parameter, which is specific to the provider type.

A CSV provider uses the following parameters:

  • The FileName parameter, which is standard for file providers, specifies the name of the file that should be used for data import or data export. The path to the file is set automatically after you have uploaded an external file to the provider.
  • The Encoding parameter specifies the encoding of the source file. You can select the proper encoding value from the drop-down list in the Value column of the table on the Parameters tab. By default, the value of the parameter is set to US-ASCII.
  • The Delimiter parameter specifies the delimiter that is used in the CSV file. You can use as a delimiter any printable character. By default, a comma (,) is used as the delimiter.
  • The QuoteAll parameter makes the provider enclose all values from the source file in double quotes. By default, the system does not enclose source values in double quotes.

An Excel provider uses the following parameters:

  • The FileName parameter, which is standard for file providers, specifies the name of the file that should be used for data import or data export.

An XML provider uses the following parameters:

  • The FileName parameter, which is standard for file providers, specifies the name of the file that should be used for data import or data export.

  • The Encoding parameter specifies the encoding of the source file. You can select the proper encoding value from the drop-down list in the Value column of the table on the Parameters tab. By default, the value of the parameter is set to US-ASCII.

  • The Format parameter specifies the format of the XML file. There are two options:

    • Tree: The source file has a tree structure; that is, the values of the source fields are placed in tags of the source XML file. This is the default option.
    • Flat: The source file has a flat structure; that is, the values of the source fields are placed in attributes of tags in the source XML file.

A Microsoft SQL provider uses the following parameters:

  • Server: Specifies the location of the Microsoft SQL Server instance. This is a required parameter. You set the parameter to the server name for a default instance of Microsoft SQL Server (for example MyServer ), and to the server name and instance name for a named instance of Microsoft SQL Server (for example, Myserver\MyInstance). If a default instance of Microsoft SQL Server is installed on the same computer where Visma Net is installed, you can set the value of the parameter to (local).

  • Database: Specifies the name of the database on the server. This is a required parameter.

  • Login: Specifies the login for accessing the Microsoft SQL Server database. This is a required parameter.

  • Password: Specifies the password for accessing the Microsoft SQL Server database. This is a required parameter.

  • LastModifiedDateColumn: Specifies the column of the database table or view that contains the date when the record was most recently modified. This parameter is necessary only if you want Visma Net to use the synchronisation type of an import scenario based on the Microsoft SQL provider. For details on the synchronisation types, see the description of the Sync type field in the Manage import scenarios (SM206025) topic.

  • CreatedDateColumn: Specifies the column of the database table or view that contains the date when the record was created. This parameter is necessary only if you want Visma Net to use the synchronisation type of an import scenario based on the Microsoft SQL provider. For details on the synchronization types, see the description of the Sync type field in the Manage import scenarios (SM206025) topic.

  • Authentication: Defines the authentication type to be used to connect to the database server. There are two options:

    • SQL: Visma Net connects through SQL Server authentication. The account you specify should have sufficient rights for making changes to the database. This authentication type is used by default.
    • Windows: Visma Net connects through a Windows user account with the login and password you provide. Windows authentication works only for a local Microsoft SQL Server or when both application and database servers are members of the same Windows domain.
Description The description of the parameter.
Value The value of the parameter to be used by the provider.
## The Schema tab On this tab, you can view and manually correct, if needed, the schema of the data used in the specified external data source (file or application). For a new provider, you can extract the schema from the data source in accordance with the provider type. If you uploaded a new version of the file for an existing provider, refresh the data schema by filling in schema lines again. This tab includes two panes: The **Source objects** area contains the table with the list of objects of the data source, and the **Source fields** area contains the table with the list of fields for the object selected in the left area. ### The Source objects area
Button Description
Fill schema objects Fills in the objects from the data source in accordance with the provider type. If you don’t see this button on the toolbar, click the Images-How_to_Create_a_Provider_for_Data_Import_SM_20_60_15Icon_FillIn icon, which displays actions that do not fit on the toolbar.
Edit command

Opens the Object command editor dialog bo x, where you can type the commands for the selected table line.

Click Close to save the command and close the dialog box.

This button is used for only SQL data providers.
Column Description
Active A check box that indicates (if selected) that the object should be used for import or export. By default, the check box is not selected.
Object The name of the object in the source, such as a worksheet in an Excel spreadsheet.
Command

The command to be executed for the object during data preparation.

For example: You can apply SQL commands to source objects to apply restrictions on the imported records, select particular records from the source database table, or join data from several tables into one object in the data provider.

This column is used for only SQL data providers.
### The Source fields area
Button Description
Fill schema fields Fills in the fields from the selected data source object in accordance with the provider type.
Edit command

Opens the Object command editor dialog box, where you can type the commands for the selected table line.

Click Close to save the command and close the dialog box.

This button is used for only SQL data providers.
Toggle activation Reverses the value in the Active column in the selected line and updates the rest of the lines with this value.
Column Description
Active A check box that indicates (if selected) that the field can be used in an import or export scenario.
Field The name of the field of the object in the external data source.
Key

A check box that indicates (if selected) that the field contains the key to the data set of the object.

Currently this column is not used by data providers.
Description The description of the field.
Data type

The type of data in the field, which can be one of the following options: String, DateTime, Double, Decimal, Boolean, or Int32.

For SQL data providers, the value of this field is filled in automatically from the corresponding property of the columns of SQL tables. For other provider types, you do not need to set the value in this column.
Data length

The length of the data in the field.

For SQL data providers, the value of this field is filled in automatically from the corresponding property of the columns of SQL tables. For other provider types, you do not need to set the value in this column.
Command

The action to be performed on the field data during data preparation. For example: You can replace the value of a field with some calculated value, or change the value of a field depending on some condition.

This column is only used for SQL data providers.
Parent topic: [Integration windows - overview](/visma-net-erp/help/integration/integration-windows/integration-windows-overview/)

Related pages

Concepts

Tasks

 Export by scenario (SM207036) /visma-net-erp/help/integration/integration-windows/export-by-scenario-sm207036 page You can use this window to select an export scenario and prepare the data, export it, or roll back the changes in accordance with the selected scenario. 2026-02-19T17:09:06+01:00 # Export by scenario (SM207036) You can use this window to select an export scenario and prepare the data, export it, or roll back the changes in accordance with the selected scenario. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In the window, you can review the prepared data if the export has failed and view the history of processing for the scenario. You can create scenarios for export by using the [Manage export scenarios (SM207025)](/visma-net-erp/help/integration/integration-windows/manage-export-scenarios-sm207025/) window. Export is performed to the file uploaded to the Visma Net website or to the third-party application specified in the export provider. ## The window toolbar
Button Description
Prepare and export Prepares and exports the data.
Prepare Prepares the data for export by uploading it in the window. The system performs all modifications defined by the scenario at this step and uploads the modified data in the window. You can view the data in the Prepared data tab of the window.
Export Exports the prepared data. The system tries to export the records that have the Active check box selected.
Upload file version Opens the Upload new revision dialog box, which lets you update an already uploaded file.
Get latest version Downloads the latest file attached to the selected scenario. If you export data to a file, during export, the system creates a new version of the file attached to the window.
## The top part In this area, you can select an export scenario and view information about the selected scenario.
Element Description
Name The name of the export scenario. Select the scenario you want to work with, and you can view information about it.
Window name A read-only field showing the name of the Visma Net window whose functionality is used to perform data export.
Status

A read-only field showing the status of the selected scenario, which is automatically assigned during the processing and can be one of the following options:

New
Indicates that this scenario is either new and has not been used for data preparation or that the history of processing for this scenario has been rolled back.
Prepared
Indicates that the data has been prepared in accordance with the scenario.
Partially processed
Means that the data for the scenario has been processed only partially.
Processed
Indicates that the data for the scenario has been processed completely.
Number of records A read-only field that displays the number of records prepared or exported to the target file or application.
## The Prepared data tab On this tab, you can review the data prepared for export and view any errors that have occurred. The actual list displays the processed data, with as many columns as there are external fields mapped to the internal data.
Button Description
Toggle activation Reverses the value in the Active column in the selected line, and updates the rest of the lines with this value.
Clear activation until error Clears the check boxes in the Active column for the lines before the line with an error. If there are no errors, clears all the check boxes in the Active column.
Toggle processing Reverses the value in the Processed column in the selected line, and updates the rest of the lines with this value.
Clear error Clears the error messages in the Error column.
Column Description
Number The number of the record in the list of records for export.
Active A check box that indicates (if selected) that this record is active and will be exported.
Processed A check box that indicates (if selected) that the information in the row was exported.
Error The error message, if an error occurred for this row.
## The History tab On this tab, you can view the history of processing for the selected scenario.
Button Description
Roll back Rolls back the changes in the export history and removes the prepared data.
Column Description
Status date The date when the status of the data had changed as a result of processing being performed.
Status The status of the data as a result of the processing being performed.
Number of records The number of records processed.
Version The version of the exported file. If export was successful, the system creates a new version.
## The Details tab On this tab, you can view additional information about the selected scenario.
Element Description
Provider A read-only field that displays the data provider that is used in the export scenario. To view the details about the provider, click the button to the right of the field to open the Data providers (SM206015) window.
Sync type

A read-only field that shows the type of synchronization for the selected scenario, which can be one of the following options:

Full
Performs export of all the data in accordance with the scenario.
Incremental: all records
Performs partial export, including only the data (mentioned in the scenario) that has changed in the Visma Net records.
Incremental: new only
Performs partial export, including only those records that have appeared in the Visma Net database since the previous export took place.
Prepared on A read-only field displaying the date when the data was prepared or the export was performed.
Completed on A read-only field that shows the date and time when the export was completed.
Element Description
Sitemap location The location of the scenario on the sitemap. Select the location if you want to add the scenario to the sitemap.
Sitemap title The title of the scenario on the site map. Provide the title if you want to add the scenario to the site map.
Element Description
Skip headers

A check box that you select to not export the titles of the elements in the window.

You specify this option for a particular execution of a scenario. That is, the selected value is discarded after each execution of the scenario or each refresh of the page.
Parent topic: [Integration windows - overview](/visma-net-erp/help/integration/integration-windows/integration-windows-overview/) File synchronisation (SM202530) /visma-net-erp/help/integration/integration-windows/file-synchronisation-sm202530 page 2026-02-19T17:09:06+01:00 # File synchronisation (SM202530) This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The window toolbar
Button Description
Process file Initiates the synchronization of the selected files.
Process all files Initiates the synchronization of all listed files.
Schedules

In the drop-down list you have the following options:

  • Add Once a schedule is added to this window, the following options are also available:

This opens the Automation schedules (SM205020) window as a pop-up. Here you can create and add automation schedules. For more information, see: Schedule processing.

  • History
  • Delete
  • Delete all
  • View
## The top part You can use this area to specify search criteria that might help you find the file you want to locate.
Element Description
Operation The operation to be performed for the files you want to synchronize. You can select one of the following options: Import file or Export file.
## The table
Column Description
Selected A check box that you select to include the file in processing if you click Process file.
Name The name of the file to be synchronised.
Synchronisation type The type of synchronisation to be performed for the file.
Path The path to the file to be synchronised.
Synchronise folder content A check box that indicates (if selected) that the file will be synchronized with the folder.
Last import date The date when an import operation was last performed.
Last export date The date when an export operation was last performed.
Created by The name of the user who has created the file.
Manage export scenarios (SM207025) /visma-net-erp/help/integration/integration-windows/manage-export-scenarios-sm207025 section You use this window to create export scenarios. 2026-02-19T17:09:06+01:00 # Manage export scenarios (SM207025) You use this window to create export scenarios. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can perform data export as a one-time activity or periodically if you have configured synchronisation between Visma Net and the third-party software. You create an export scenario for a specific provider. You can create and view providers for export by using the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window. Generally, a scenario includes the mapping between the data in Visma Net (source data) and the fields in an external file or a third-party source (target data), as well as any restrictions on the source data. For more information, see: [Configuring export scenarios](/visma-net-erp/to-be-deleted/help/integration/configuring-export-scenarios/configuring-export-scenarios/). ## The window toolbar
Button Description
View window Navigates to the window selected in the Window name field.
## The top part You use the elements in this area to create a new scenario for one-time export or periodic synchronisation, or to select an existing scenario for editing.
Element Description
Name The name of the scenario, which may be an alphanumeric string of up to 50 characters.
Active A check box that indicates (if selected) that this scenario is active and can be used for data export.
Window name The name of the Visma Net window whose functionality will be used to perform data export. You can select the window name by finding its workspace, finding its section, and selecting the applicable window.
Export mapped fields only

A check box that indicates (if selected) that only the fields that are mapped in the export scenario should appear in the output of data export; other fields of the data provider are skipped during export. If the check box is cleared, the fields of the data provider that are not mapped in the export scenario are exported and have null values.

We recommend that you select this check box when you are exporting data to external systems, such as HubSpot, to avoid the system rewriting of the fields that are not mapped in the scenario with null values during data export.
Provider The data provider that should be used for data export.
Provider object The object of the specified data provider. Only active provider objects are available for selection.
Sync type

The type of synchronisation for the selected scenario, which can be one of the following options:

Full
Select this option to perform export of all the data in accordance with the scenario.
Incremental - all records
Select this option to perform partial export, including only the data (mentioned in the scenario) that has changed in the Visma Net records.
Incremental - new only
Select this option to perform partial export, including only those records that have appeared in the Visma Net database since the previous export took place.
Format locale The locale whose date format (and other locale-specific formats)will be used for the data to be exported.
Inverse mapping ID The scenario that can be used for import of the same data if data synchronisation between Visma Net and the third-party software is configured.
## The Mapping tab You use this tab to map the data in the Visma Net window (in any section of windows except for **Reports** ) to the target fields in the external file or third-party application.
Button Description
Insert Inserts a new table row above the selected row.
Unlabelled field with display options

Displays the window controls according to the selected option, which is one of the following: Show all commands or Hide service commands.

By default, the Show all commands option is selected, which indicates that all commands (including service commands) are displayed.
Up Moves the selected row up the list.
Down Moves the selected row down the list.
Insert from… Gives you the ability to insert a part of another scenario; invokes the Choose scenario to insert steps from dialog box.
### The Choose scenario to insert steps from dialog box In this dialog box, you can select another scenario to insert its mapping lines into the current scenario. This operation inserts all lines of the selected scenario. Once the lines are inserted, you can make inactive or delete any lines you don't want to keep. This dialog box has the following elements.
Element Description
Mapping The scenario whose mapping lines you want to insert.
OK (button) Closes the dialog box and inserts the lines from the selected scenario.
Cancel (button) Closes the dialog box without performing insertion.
Column Description
Active A check box that indicates (if selected) that this step of the scenario is active during data export.
Source object The name of the functional object of the graph the Visma Net window is based on. (The functional object can be the top part,the Details area, or any of the tabs or dialog boxes.)
Field/action name The name of the field or action of the functional object selected as the Source object. Click the icon-arrowdown icon to select a field or action, or click the icon-edit icon to open the Formula editor dialog box and create a formula.
Commit A check box that indicates (if selected) that when this field ora ction is filled in, a commit to the database is required.
Target field/value

The external field (in the target file) to hold the value to be exported. Click the icon-arrowdown icon to select from the available external fields.

Click the icon-edit icon to create a formula if you want to assign its resulting value back to the internal field specified as the Field/action name.
Ignore error A check box that indicates (if selected) that the system should ignore errors when processing the data for this field.
## The Source restrictions tab You can use this tab to set up restrictions for the data to be exported.
Column Description
Active A check box that, if selected, indicates that the restriction is active.
Brackets The opening bracket or brackets for composing a logical expression with multiple conditions.
Field name The field whose value the condition will be applied to.
Condition

The logical operation to apply to the value of the selected field. The following options are available:

Equals
Returns True if the field value is equal to the value specified in the Value field.
Does not equal
Returns True if the field value is not equal to the value specified in the Value field.
Is greater than
Returns True if the field value is greater than the value specified in the Value field.
Is greater than or equal to
Returns True if the field value is greater than or equal to the value specified in the Value field.
Is less than
Returns True if the field value is less than the value specified in the Value field.
Is less than or equal to
Returns True if the field value is less than or equal to the value specified in the Value field.
Is between
Returns True if the field value is between the values specified for Value and Value 2.
Contains
Returns True if the field value(string) contains the value specified in the Value field.
Ends with
Returns True if the field value ends with the character or string specified in the Value field.
Starts with
Returns True if the field value begins with the character or string specified in the Value field.
Is null
Returns True if the field value is null.
Is not null
Returns True if the field value is not null.
Does not contain
Returns True if the field value (string) does not contain the value specified in the Value field.
Is relative A check box that indicates (if selected) that the field value represents the number of days with respect to the current business date.
Value The first value of the condition, which will be compared with the value of the chosen field. Most of the conditions require only one value, while Is between requires two values.
Value 2 The second value of the condition, if required by the selected condition.
Brackets The closing bracket or brackets for composing a logical expression with multiple conditions.
Operator A logical operator to be used between the logical conditions enclosed in brackets.
Schedule export scenarios (SM207035) /visma-net-erp/help/integration/integration-windows/schedule-export-scenarios-sm207035 page You can use this window to prepare data for export and to export the data for the export scenarios that you select. 2026-02-19T17:09:06+01:00 # Schedule export scenarios (SM207035) You can use this window to prepare data for export and to export the data for the export scenarios that you select. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Also, you can view any errors that have occurred during the process and fix them in the scenarios. You can roll back the prepared data and the history of processing, if needed. ## The window toolbar
Button Description
Process Performs the operation that you selected (in the Operation field) for the selected scenarios.
Process all Performs the operation that you selected for all scenarios in the list.
## The top part In this area, you can select an operation to be executed.
Element Description
Operation

The operation to be performed for the scenario or scenarios selected in the Scenarios area. Select one of the following options:

Prepare and export
Prepares and exports the data in one step.
Prepare
Only prepares the data for export (without exporting it); select this option if the data may require manual editing.
Export
Exports the already-prepared data.
Roll back
Rolls back the data prepared for export or removes the prepared data from the Prepared data dialog box and the latest record from the history of scenario processing in the Mapping history dialog box.
Skip headers A check box that you select to not export the titles of the elements in the window.
## The table The table of scenarios in this area includes the scenarios with the appropriate status for the operation (selected in the Parameters area) to be performed. You can select one export scenario or multiple scenarios for processing.
Button Description
History Opens the Mapping history dialog box, which displays the history of operations for the selected scenario.
Prepared data Opens the Prepared data dialog box, which displays the prepared data for the selected scenario.
Column Description
Name The name of the scenario.
Window name A read-only field showing the screen ID of the Visma Net window used by the scenario.
Provider A read-only field showing the provider used for export.
Sync type The type of synchronisation for the export scenario, which is one of the following options: Full; Incremental - all records; or Incremental - new only.
Status The status of the scenario, which can be one of the following options: Prepared, Exported, or Partially processed.
Number of records The number of records that have been processed.
Prepared on The date and time when the data was prepared.
Completed on The date and time when the data export was completed.
### The Mapping history dialog box Here, you can view the history of data export for the selected scenario. The table in the dialog box has the following columns
Column Description
Status date The date when the status last changed.
Status The status of the data, which is one of the following options: Prepared, Exported, or Partially processed.
Number of records The number of records that have been processed.
Version The date and time stamp of the version of the exported file.
### The Prepared data dialog box On the **Prepared data** dialog box, you can view the prepared data with errors indicated. The dialog box includes the toolbar and the data organised into columns that depend on the mapping of the data exported. The list below describes only the three columns that have information about processing. The table in the dialog box has the following columns.
Column Description
Active A check box that indicates (if selected) that the data is active and will be exported.
Processed A check box that indicates (if selected) that the data in the row was processed.
Error The error message, if an error has occurred for the data in this row.
Close (button) Saves the selections and closes the dialog box.
Parent topic: [Integration windows - overview](/visma-net-erp/help/integration/integration-windows/integration-windows-overview/) Schedule import scenarios (SM206035) /visma-net-erp/help/integration/integration-windows/schedule-import-scenarios-sm206035 page In this window, you can prepare data for import and import the data for multiple import scenarios. 2026-02-19T17:09:06+01:00 # Schedule import scenarios (SM206035) In this window, you can prepare data for import and import the data for multiple import scenarios. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In this window, you can prepare data for import and import the data for multiple import scenarios. Also, you can roll back the prepared data (or history or processing) if needed. You can perform data import for the selected import scenarios that were created in the [Manage import scenarios (SM206025)](/visma-net-erp/help/integration/integration-windows/manage-import-scenarios-sm206025/) window. ## The window toolbar
Button Description
Process Performs the operation you selected (in the Operation field) for the selected scenarios.
Process all Performs the operation you selected for all scenarios in the list.
## The top part By using the elements in this area, you can select the operation to be executed and the processing options.
Element Description
Operation

The operation to be performed for the scenarios selected in the table. The following options are available:

Prepare and import
Select this operation to prepare and import the data in one step.
Prepare
Select this operation to only prepare (but not import) the data for import if the data may require manual editing.
Import
Select this operation to only import (but not prepare) the already-prepared data.
Roll-back
Select this operation to roll back the data prepared for import or remove the prepared data from the Prepared data dialog box and remove the latest record from the history of scenario processing in the History dialog box.
Break on error A check box that indicates (if selected) that the processing will be cancelled if an error occurs.
Break on incorrect target A check box that indicates (if selected) that the system will stop processing records at the first error that occurs for a record that violates the target restrictions.
Validate data (no saving)

A check box that indicates (if selected) that only data validation will be performed.

The scenario processing emulates data import and is cancelled if an error occurs.

If you want to save the imported data after successful validation, select the Save if data is valid check box.
Save if data is valid

A check box that indicates (if selected) that the data should be saved if it is valid.

Clear the check box if you don’t want to save the data after import validation.

This option is available only when you select the Validate data (no saving) check box to switch to import validation mode.
Skip headers A check box that you select to not export the titles of the elements in the window.
## The table The table contains the list of scenarios with the appropriate status for the operation (selected in the Parameters area) to be performed. You can select one scenario or multiple scenarios for processing.
Button Description
History Opens the History dialog box, which displays the history of operations for the selected scenario.
Prepared data Opens the Prepared data dialog box, which displays the prepared data for the selected scenario.
Column Description
Name The name of the scenario.
Screen name A read-only field showing the screen name of the Visma Net window used by the scenario.
Provider A read-only field showing the provider used for import.
Sync type The type of synchronisation for the import scenario, which is one of the following options: Full; incremental - all records; or Incremental - new only.
Status The status of the scenario, which can be one of the following options: Prepared, Imported, or Partially processed.
Number of records The number of records in the external source.
Prepared on The date and time when the data was prepared.
Completed on The date and time when the import was completed.
### The History dialog box In the **History** dialog box, you can view the history of data import for the selected scenario. The dialog box has the following columns:
Column Description
Status date The date when the status last changed.
Status

The status of the scenario, as automatically assigned during the processing. The status can be one of the following options:

Prepared
Indicates that the data has been prepared in accordance with the scenario
Partially processed
Indicates that the data for the scenario has been imported only partially
Imported
Indicates that the data for the scenario has been imported completely
Number of records The number of records processed.
Version The date and time stamp of the version of the source file.
### The Prepared data dialog box Here, you can view the prepared data, with any errors indicated. This dialog box includes the toolbar and the data organised into columns that are specific to the data being imported. The list below describes only the three columns that have information about processing. The table in the dialog box has the following columns:
Column Description
Active A check box that, if selected, indicates that the data should be processed.
Processed A check box that, if selected, indicates that the data in the row was processed.
Error The error message, if an error has occurred for the data in this row.
Close (button) Saves the selections and closes the dialog box.
Import by scenario (SM206036) /visma-net-erp/help/integration/integration-windows/import-by-scenario-sm206036 section In this window, you can select an import scenario and prepare and import the data in accordance with the selected scenario. 2026-02-19T17:09:06+01:00 # Import by scenario (SM206036) In this window, you can select an import scenario and prepare and import the data in accordance with the selected scenario. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You create scenarios for import by using the [Manage import scenarios (SM206025)](/visma-net-erp/help/integration/integration-windows/manage-import-scenarios-sm206025/) window. Alternatively, you can use this form to import data directly from a file, such as an Excel spreadsheet. In this case, upload the file, set up the mapping, and then prepare and import the data. For more information, see: [Simplified scenarios for data import](/visma-net-erp/help/integration/importing-and-exporting-records-by-using-scenarios/simplified-scenarios-for-data-import/). ## The window toolbar
Button Description
icon-add

Gives you the ability to add a new simplified import scenario.

Clicking this button first opens the Select file for import dialog box, where you can select the file whose data you want to import, and then opens the Provide new scenario properties dialog box, where you select the window to be used for data import, name the scenario, and select the data provider type.
Prepare and import Prepares the data and imports it.
Prepare Prepares the data for import.
Import Imports the prepared data.
Upload file version Opens the Upload new revision dialog box that you can use to update an already uploaded file.
Get file Downloads the latest file attached to the selected scenario.
View screen Displays the Visma Net window to which you are importing data with the error occurred during data import. The button is only available if there was an error during data import.
### The Provide new scenario properties dialog box In this dialog box, you can select the window to be used for importing data, enter the scenario name, and change the data provider.
Element Description
Window name

Required. The Visma Net form to be used for importing data from the uploaded file.

You select the window name by finding its workspace, finding its section, and selecting the applicable form in the site tree.
Scenario name

Required. The name of the new simplified import scenario.

The system generates the name automatically, based on the title of the form you selected in the Window name field. If required, you can change the name.
Provider type Required. The provider type, which is defined automatically based on the file type.
OK Creates a new simplified scenario for data import and closes the dialog box.
Close Closes the dialog box without creating a new simplified scenario for data import.
## The top part In this area, you can select an existing import scenario and view information about the scenario.
Element Description
Name The name of the scenario that should be used for data import.
Window name A read-only element showing the name of the Visma Net window whose functionality will be used to perform import.
Status

A read-only element that shows the status of the selected scenario, which is automatically assigned during the processing and can be one of the following options:

New
Indicates either that this scenario is new and has not been used for data preparation or that the history of processing for this scenario has been rolled back.
Prepared
Indicates that the data has been prepared in accordance with the scenario.
Partially processed
Indicates that the data for the scenario has been imported only partially.
Processed
Indicates that the data for the scenario has been imported completely.
Number of records A read-only element that displays the number of records in the external source.
Simple scenario A read-only check box that, if selected, indicates that the selected scenario is a simplified import scenario. For more information, see: Simplified scenarios for data import.
Discard previous result

A check box that you select to prepare and import data regardless of the status and the results of the previous import.

Generally, you should select this check box if you are scheduling the processing of the selected scenario and you expect errors during the import that do not affect the performance of the scenario.

For example: The system returns an error for a line when it is trying to import a line that has been imported in the previous cycle. If you select the check box, the system can run the scenario on a schedule, thus importing the new lines. If you clear the check box, the system won’t be able to run the scenario on schedule if the previous processing of the scenario returned errors.

For more information about scheduling, see: About scheduled processing.
## The Prepared data tab On this tab, you can review the data prepared for import and any errors that have occurred. The actual list displays the processed data, with as many columns as there are internal fields mapped to the external data.
Button Description
Toggle activation Reverses the value in the Active column in the selected line and updates the rest of the lines with this value.
Clear activation till error Clears the check boxes in the Active column for the lines before the line with an error. If there are no errors, clears all the check boxes in the Active column.
Toggle processing Reverses the value in the Processed column in the selected line and updates the rest of the lines with this value.
Clear error Clears the error messages in the Error column.
Column Description
Number The number of the record in the list of records for import.
Active A check box that indicates (if selected) that the record is active and will be imported.
Processed A check box that indicates (if selected) that the information in the row was processed.
Error The error message, if an error has occurred for this row.
## The Mapping tab You use this tab, which appears only when you create or open a simplified data import, to map the data from the external source to the fields of the specified data entry window in Visma Net for automatic import. For more details on simplified import scenarios, see: [Simplified scenarios for data import](/visma-net-erp/help/integration/importing-and-exporting-records-by-using-scenarios/simplified-scenarios-for-data-import/).
Button Description
Refresh from file Refreshes the data schema for an existing provider after you have uploaded a new version of the file.
Column Description
Active A check box that indicates (if selected) that this field or action is active during import.
Source field/value An external field (in the source file) whose value should be imported into the specified internal field, or an expression to be executed on import to generate the value for an internal field. Click the Images-SM_20_60_25_SM_20_60_25Icon_DropDownList icon to select from the list of available fields, or click the Images-SM_20_60_25_SM_20_60_25Icon_CreateNewObject icon to open the Formula editor dialog box and create a formula.
Key A check box you select to mark the key fields in the uploaded file.
Target object The name of the functional object of the graph that the Visma Net window is based on. (The functional object can be the top part, the details area, or any of the tabs or dialog boxes available for the window.)
Field name The name of the field or action of the functional object selected in the Target object column. Click the field to display the list of available values.
## The History tab You use this tab to view the history of processing for the selected scenario. A history record is inserted in the table after the import operation is completed. Therefore, if an application server restarts during processing of an import scenario (for example, if the session was timed out), no history record is inserted in the table.
Button Description
Roll back Clears the history of scenario execution and clears the prepared data. Clicking Roll back doesn’t reverse records that have already been imported.
Column Description
Status date The date when the status of the data had changed as a result of the processing being performed.
Status The status of the data as a result of processing being performed.
Number of records The number of records processed.
Version The version of the uploaded external file.
Description The description of the operation.
## The Details tab On this tab, you can view additional information about the selected scenario. ### The Information section
Element Description
Provider

A read-only box that displays the data provider of the selected import scenario.

To view the details of the provider, click the button to the right of the field to open the Data providers (SM206015) window.
Sync type

A read-only box that shows the type of synchronisation for the selected scenario, which can be one of the following options:

Full
Performs export of all the data in accordance with the scenario.
Incremental: all records
Performs partial export, including only the data (mentioned in the scenario) that has changed in the Visma Net records.
Incremental: new only
Performs partial export, including only those records that have appeared in the Visma Net database since the previous export took place.
Prepared on A read-only box displaying the date when the data was prepared or the export was performed.
Completed on A read-only box that shows the date and time when the export was completed.
### The Site map section
Element Description
Site map location The location of the scenario on the site map. Select the location if you want to add the scenario to the site map.
Site map title The title of the scenario on the site map. Provide the title if you want to add the scenario to the site map.
### The Options section
Element Description
Break on error

A check box that indicates (if selected) that the processing will be cancelled if an error occurs.

You specify this option for a particular execution of a scenario. That is, the selected value is discarded after each execution of the scenario or each refresh of the page.

This check box affects the order in which the records are imported. For example: Suppose that you are importing documents with auto-numbering of documents, and each line of the source contains one document.

If you clear the Break on error check box, all correct documents will be imported first, and then you will review all errors at once and import the corrected records. The order in which the reference numbers are assigned to the imported documents will be different than in the situation if you import documents one by one and stop after each error.

If the order of record processing is not important, you can clear the Break on error check box.
Break on incorrect target

A check box that indicates (if selected) that the system will stop processing records at the first error that occurs for a record that violates the target restrictions.

You specify this option for a particular execution of a scenario. That is, the selected value is discarded after each execution of the scenario or each refresh of the page.
Validate data (no saving)

A check box you select to validate the selected import scenario. The scenario processing emulates data import and is cancelled if an error occurs. If you want to save the imported data after successful validation, select the Save if data is valid check box.

You specify this option for a particular execution of a scenario. That is, the selected value is discarded after each execution of the scenario or each refresh of the page.
Save if data is valid

A check box you select to save the data if the import validation is successful. Clear the check box if you don’t want to save the data after import validation.

This option is available only when you select the Validate data (no saving) check box to switch to import validation mode.

You specify this option for a particular execution of a scenario. That is, the selected value is discarded after each execution of the scenario or each refresh of the page.
Skip headers

A check box that you select to not import the titles of the elements in the window.

You specify this option for a particular execution of a scenario. That is, the selected value is discarded after each execution of the scenario or each refresh of the page.
Parent topic: [Integration windows - overview](/visma-net-erp/help/integration/integration-windows/integration-windows-overview/) Manage import scenarios (SM206025) /visma-net-erp/help/integration/integration-windows/manage-import-scenarios-sm206025 section You use this window to create an import scenario. 2026-02-19T17:09:06+01:00 # Manage import scenarios (SM206025) You use this window to create an import scenario. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You can perform data import as a one-time activity or periodically if you have configured synchronisation between Visma Net and the third-party software. An import scenario is created for a specific provider. You can create and view providers for import by using the [Data providers (SM206015)](/visma-net-erp/help/integration/integration-windows/data-providers-sm206015/) window. Generally, a scenario includes the mapping between the data in the external data source and the data in Visma Net, as well as any restrictions on the source and target data. ## The window toolbar
Button Description
View screen Navigates to the window selected in the Screen name field.
## The top part In this area, you can create a new import scenario or select an existing one for editing.
Element Description
Name The name of the scenario, which may be an alphanumeric string of up to 50 characters.
Active A check box that indicates (if selected) that this scenario is active and can be used for data import.
Screen name

The name of the Visma Net window whose functionality will be used to perform data import.

You can select the screen name by finding its workspace, finding its section, and selecting the applicable form.
Provider The data provider that should be used for data import.
Provider object The object of the specified data provider. Only active provider objects are available for selection.
Sync type

The type of synchronisation for the import scenario, which can be one of the following options:

Full
Select this option to perform import of all the data available in the source.
Incremental - all records
Select this option to perform partial import, including only the data in each record that has changed in the source.
Incremental - new only
Select this option to perform partial import, including only records that have appeared in the source since the previous import took place.

If the data is imported from a file data source, the Incremental - all records and Incremental - new only options provide the same result: Selecting either of these options makes the system import the data only if a new version of the source file is provided before import.
Format locale The locale used in the source field to format date, time, and other locale-specific information.
Inverse mapping ID The scenario that can be used for export of the same data if data synchronisation between Visma Net and the third-party software is configured.
## The Mapping tab You use this tab to map the data from the external source to the fields of the specified data entry form in Visma Net for automatic import or synchronisation.
Button Description
Insert Inserts a new table row above the selected row.
Unlabelled field with display options

Displays the Visma Net form controls according to the selected option, which is one of the following: Show all commands or Hide service commands.

By default, the Show all commands option is selected, which indicates that all commands (including service commands) are displayed.
Up Moves the selected row up the list.
Down Moves the selected row down the list.
Insert from Makes it possible to insert a part of another scenario; invokes the Choose scenario to insert steps from dialog box.
### The Choose scenario to insert steps from dialog box In this dialog box, you can select another scenario to insert its mapping lines into the scenario currently under modification. This operation inserts all lines of the selected scenario. Once the lines are inserted, you can make inactive or delete any lines you don't want to keep. The dialog box has the following elements:
Element Description
Mapping The scenario whose mapping lines you want to insert.
OK (button) Closes the dialog box and inserts the lines from the selected scenario.
Cancel (button) Closes the dialog box without performing insertion.
Column Description
Active A check box that indicates (if selected) that this step of the scenario is active during data import.
Target object The name of the functional object of the graph the Visma Net window is based on. (The functional object can be the top part, the details area, or any of the tabs or dialog boxes available for the form.)
Field/action name The name of the field or action of the functional object selected in the Target object column. Click the field to display the list of available values.
Commit A check box that indicates (if selected) that when this field is filled in, a commit to the database is required. The check box is automatically selected when it is required by the functionality of the field.
Source field/value An external field (in the source file) whose value should be imported into the specified internal field, or an expression to be executed on import to generate the value for the internal field. Click the Images-SM_20_60_25_SM_20_60_25Icon_DropDownList icon to select from the list of available fields, or click the Images-SM_20_60_25_SM_20_60_25Icon_CreateNewObject icon to open the Formula editor dialog box and create a formula.
Ignore error A check box that indicates (if selected) that the system should ignore errors when the data for this field is imported.
## The Source restrictions tab On this tab, you can set up restrictions to filter the data that you want to extract from the source for processing by the import scenario. For example,some customer ID values in the source have **CUST** prefixes.You canspecify a source restriction that selects the only the records from the source that have the **CUST** prefix in the customer ID field. The table toolbar includes only standard buttons.
Column Description
Active A check box that indicates (if selected) that the restriction is active.
Brackets The opening bracket or brackets for composing a logical expression with multiple conditions.
Field Name The field whose value the condition will be applied to.
Condition

The logical operation to apply to the value of the selected field; in some cases, the operation entails comparing it to the values specified for Value and Value 2.The following options are available:

Equals
Returns True if the field value is equal to the value specified in the Value field.
Does not equal
Returns True if the field value is not equal to the value specified in the Value field.
Is greater than
Returns True if the field value is greater than the value specified in the Value field.
Is greater than or equal to
Returns True if the field value is greater than or equal to the value specified in the Value field.
Is less than
Returns True if the field value is less than the value specified in the Value field.
Is less than or equal to
Returns True if the field value is less than or equal to the value specified in the Value field.
Is between
Returns True if the field value is between the values specified for Value and Value 2.
Contains
Returns True if the field value (string) contains the value specified in the Value field.
Ends with
Returns True if the field value ends with the character or string specified in the Value field.
Starts with
Returns True if the field value begins with the character or string specified in the Value field.
Is null
Returns True if the field value is null.
Is not null
Returns True if the field value is not null.
Does not contain
Returns True if the field value (string) does not contain the value specified in the Value field.
Is relative A check box that indicates (if selected) that the field value represents the number of days with respect to the current business date.
Value The first value of the condition, which will be compared with the value of the selected field. Most of the conditions require only one value, while Is between requires two values.
Value 2 The second value of the condition, if required by the selected condition.
Brackets The closing bracket or brackets for composing a logical expression with multiple conditions.
Operator The logical operator to be used between the logical conditions enclosed in brackets.
## The Target restrictions tab You can use this tab to set up restrictions that are applied to records after they have been processed by the import scenario. For example: Suppose you have imported customer records to Visma Net and then manually changed the status of some of these records to **Inactive**,and now you want to update only those imported customer records that have **Inactive** status. Because you do not have the status in the source file, you cannot use source restrictions to select needed records. You can specify a target restriction that makes the system save the results of import for only the records that have **Inactive** status in Visma Net.
Column Description
Active A check box that indicates (if selected) that the restriction is active.
Brackets The opening bracket or brackets for composing a logical expression with multiple conditions.
Field name The field whose value the condition will be applied to.
Condition

The logical operation to apply to the value of the selected field; in some cases, the operation entails comparing it to the values specified for Value and Value 2.

Typically, the following options are available: Equals, Does not equal, Is greater than, Is greater *than or equal to*, Is less than, Is less than or *equal to*, Is between, Contains, Ends *with*, Starts with, Is null, Is not *null*.
Is relative A check box that indicates (if selected) that the field value represents the number of days with respect to the current business date.
Value

The first value of the condition, which will be compared with the value of the selected field.

Most of the conditions require only one value, while Is between requires two values.
Value 2 The second value of the condition, if required by the selected condition.
Brackets The closing bracket or brackets for composing a logical expression with multiple conditions.
Operator The logical operator to be used between the logical conditions enclosed in brackets.
Download attachments (SM508090) /visma-net-erp/help/integration/integration-windows/download-attachments-sm508090 page You use this window to download attachments on 2026-02-19T17:09:06+01:00 # Download attachments (SM508090) You use this window to download attachments on This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. > [!NOTE] > This window is only available for users assigned with the Financial administrator role. + customer, + supplier, + journal, and + cash transactions. We recommend that you create one archive per financial year. If your company has many attachments, this process will take some time. Visma Net allows you to leave the window and continue to work with your other tasks in Visma Net. You can return to this window at any time, to see if the process has been completed and your archive is ready to be downloaded. ## Search line in list window If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view. There are two types of search fields: + White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or **%** and get different results: + space: the result contains the words in any order, + **%**: the result contains the words in the specific order, and the **%** functions as a wildcard as well. + Grey: you can click this to open the column filter pop-up window where you can filter the results for this column. ## What to do from this window + [Download your company’s attachments](/visma-net-erp/help/integration/download-your-company-s-attachments/) ## The window toolbar
Button Description
Generate archives Creates one or more archives with your company’s attachments.
Update status Checks and updates the archive status.
Information box Gives information about how the archive is generated.
## The Available zip archives tab
Element Description
Download (button) Downloads the selected archive.
File name

An automatically created file name showing the company ID and From/To period for the included attachments.

Example:

Company: 123456

Document type:

AR - Customer transactions,

AP - Supplier transactions,

GL- General ledger transactions, or

CA - Cash transactions

From period: 202301

To period: 202312
File size (KB) Total file size of the archive.
Expires on The date when the archive will no longer be available for download.
Created on The date when the archive was created.
Created by user The name of the user who created the archive.
Last downloaded on The date when the zip file was last downloaded by a user.
Downloaded by user The name of the user who downloaded the archive.
## The History tab
Element Description
Download (button) Downloads the selected archive.
File name

An automatically created file name showing the company ID and From/To period for the included attachments.

Example:

Company: 123456

Document type:

AR - Customer transactions,

AP - Supplier transactions,

GL- General ledger transactions, or

CA - Cash transactions

From period: 202301

To period: 202312
File size (KB) Total file size of the archive.
Expires on The date when the archive will no longer be available for download.
Created on The date when the archive was created.
Created by user The name of the user who created the archive.
Last downloaded on The date when the zip file was last downloaded by a user.
Downloaded by user The name of the user who downloaded the archive.