Visma E-conomic

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Visma e-conomic is a cloud-based accounting software designed for small and medium-sized businesses. It provides tools for financial management, invoicing, expense tracking, and reporting, offering a comprehensive solution to streamline accounting processes.

Refer to our website for the list of metrics and attributes available in Dataddo.

Refer to Visma E-conomic's official documentation to see all available endpoints from the Visma E-conomic API.

Authorize Connection to Visma E-conomic

In Visma E-conomic

To authorize your Visma E-conomic account, you will need an app secret token and an agreement grant token.

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Make sure you've signed up for Visma E-conomic's developer agreement. Your login credentials will be sent to your email.

  1. In your Visma account, navigate to the Apps page and click on New app.
  2. Fill in the name (e.g. Dataddo), select a role (Superuser), and click on Create new app.
  3. Copy the App Secret Token.
  4. On the same page you will see an InstallationURL, copy it. Save and close the app and open the InstallationURL in another tab. (Make sure you're still logged in to your E-conomic account.)
  5. Click on Add app (Tilføj app) to give the app access to the accounting user.
  6. Copy the Agreement Grant Token.

In Dataddo

  1. On the Authorizers page, click on Authorize New Service and select Visma E-conomic.
  2. Fill in the following fields:
    1. App Secret Token: E-conomic secret token.
    2. Agreement Grant Token: Agreement grant token generated by E-conomic.
  3. Rename your authorizer for easier identification and click on Save.
    You can follow the Visma e-conomic official guide to find the parameters that you need for the authorization.

How to Create a Visma E-conomic Data Source

  1. On the Sources page, click on the Create Source button.
  2. Select the connector from the list and name your data source.
  3. On the Dataset step, select your dataset.
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    If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.

  4. On the Account step select your authorizer from the drop-down menu.
    Didn't find your authorizer?

    Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.

  5. On the Attributes and Metrics step, select the metrics and attributes you want to extract.
    Create a source using a custom-schema connector.
  6. On the Metadata step, select which metadata fields such as extraction time to add to your data.
  7. On the Snapshot step:
    1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
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      To load historical data, refer to the Data Backfilling article.

    2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
  8. In the top-right corner, click Test Data button to preview extracted data. Adjust the date range for specific time frame.
  9. Click on Save and congratulations, your new data source is ready!

Troubleshooting

Data Preview Unavailable

No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

  • Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
  • Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

Related Articles

Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

Sending Data to Dashboarding Apps

Sending Data to Data Storages

Other Resources