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    Visma E-conomic
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    Contents

    Visma E-conomic

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    Article Summary

    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 and select the connector from the list.
    2. Select your dataset and click on Next to continue.
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      If you are not sure which dataset you need but know the metrics and attributes, use the Search by Name or Attribute function.

      Fixed-schema connector
      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.

    3. Name your data source and select your metrics and attributes. Keep in mind that metrics and attributes depend on the selected dataset.
    4. Configure your sync frequency or the exact synchronization time under Show advanced settings.
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      If you need to load historical data, please refer to the Data Backfilling article.

    5. Preview your data by clicking on the Test Data button in the top right corner. You can adjust the date range for a more specific time frame.
    6. 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

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