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Visma e-conomic

What data can be transferred with this integration?

Invoices
Customers
Projects
Incoming expenses
When an invoice is finalized in Moment, it will be immediately transferred Visma e-conomic. Each invoice will end up as an invoice in Visma e-conomic and then automatically posted in the journal.
Fields included in the invoice: invoice number, invoice description, customer number, project number, invoice date, total amount including vat, financial account number. Attachments The invoice PDF will also be transferred and saved on the invoice in Visma e-conomic.
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, customer group (value 1), customer vat code (default value DK), organization number, email, address fields and country code.
When creating a new project, it will automatically be transferred into Visma e-conomic. Any changes on a project will also trigger a transfer from Moment to Visma e-conomic.
Fields included: project name, project number, customer number. All projects will have status "Active".
Not implemented yet

Important to know

Moment is master for customers and projects. This means that the customer number, project number and invoice number (from Moment) will be transferred and used in Visma e-conomic. Do not change these numbers in Visma e-conomic.
This integration requires that you have the Plus, Smart or Advanced package in Visma e-conomic, for the including of PDF as part of the transfer of invoices it must be Smart or Advanced, Plus does not support this.
The integration requires that you have enabled the project module in Visma e-conomic, if this is not enabled, export of projects will fail.

One-time configuration

  • Moment: Contact Moment support or onboarding to get the "Secret token".
  • Visma e-conomic: Activate the project module.
  • Visma e-conomic: Obtain your API-key (agreement token) Contact Visma e-conomic support if you require help.
  • Select if the invoice PDF should be included when transferring invoices.
  • Register an email address that will receive error messages if something fails.
Last modified 1mo ago