Uni Economy

What data can be transferred with this integration?
Invoices
Customers
Projects
Incoming expenses
This service is not fully implemented, but it can be completed based on request. If your company is interested in this integration, please contact [email protected]​
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When an invoice is finalized in Moment, it will be immediately transferred Uni Economy. Each invoice will be automatically posted in the journal as a voucher. The voucher number will be automatically set, and it is based on the paymentId on the invoice. If the paymentId is missing (kid), the invoice number will be used.
Fields included in the invoice: invoice number, description, customer number, project number, invoice date, due date, payment id (kid or invoice number). All invoice lines will be attached to a product type (hours, expenses, products) with matching financial accounts in both systems. One invoice line may contain item text, quantity, total amount excluding vat, vat vode.
Uni Economy is not able to receive attachments now. If the accountant needs to see attachments, please access Moment (external users are free in Moment).
This service is not fully implemented, but it can be completed based on request. If your company is interested in this integration, please contact [email protected]​
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When a customer is created in Moment, it will be immediately transferred to Uni Economy. Any changes on a customer will also trigger a transfer from Moment to Uni Economy. 
Fields included: customer name, customer number, organization number, email, website, address fields, phone number, fax nuumber, currency code and country code.
This service is not fully implemented, but it can be completed based on request. If your company is interested in this integration, please contact [email protected]​
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When creating a new project, it will automatically be transferred into Uni Economy. Any changes on a project will also trigger a transfer from Moment to Uni Economy.
Fields included: project name, project number, customer number,  project state, start date, end date and project owner's email. 
Not implemented
Important to know
Moment = master. This means that the invoice number, customer number and project number will be transferred into Uni Economy. Do not change the numbers in Uni Economy.
In Uni Economy, the customer number must be numeric and in the range between 100000 to 199999.
In Uni Economy, the project number must be numeric. The integration will fail if you try add other characters than numbers in a project number in Moment. 
If there are more than one project owner on the project in Moment, it selects and transfers the first person in the list.
One-time configuration
In Uni Economy: get your API company key. Please contact Uni Economy support for questions if you need help. This API company key must be entered in Moment "Integration setup" page. 
Please make sure your account numbers and vat codes are equal in Moment and Uni Economy.
Please add the email address that will receive error messages if something fails.
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Tripletex

Visma e-conomic

Last modified 6mo ago

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What data can be transferred with this integration?

Important to know

One-time configuration