Pipedrive Visma.net Integration
What can you integrate between
Pipedrive and Visma.net?
- Financial mutation
- Sales orders
- Sales invoices
- Customers
- Stock
- TAX-code
- TAX-code per country
- Shipping costs
- Shipping methods
- Payment conditions
- Payment methods
- Discounts
- Revenue account by country
- Order status
- Default debtor
- Custom fields
- Unlimited transactions
- Revenue account by country
- Customer update
- Default TAX-code per country
- Custom fields
- Unlimited transactions
- Articles
- Update checkbox
- Custom filters possible
- Product Image
- Custom fields
- Unlimited transactions
- Item attributes
Details
Pipedrive + Visma.net Integration
Orders can be synced from Pipedrive to Visma.net.
Process
You can set the status on which orders are sent, like only the paid orders.
Once APIcenter retrieves the order data, it is processed, and missing data (for example, BranchId) is added, and the sendOrder starts.
First, APIcenter checks if the order already exists; if it exists, we skip the order. If it does not exist, APIcenter checks if the customer exists and, depending on the outcome, creates or updates the customer. APIcenter checks if all products exist, and then the order is committed.
APIcenter differentiates in creating the customer based on the source data received. If APIcenter receives a company name from the source, then a company debtor is created with the underlying contact. If there is no company, then a person debtor is created.
The check if a customer is exists is based on the email adress.
Ordertypes
Visma.net support Sales Invoices, Invoices and Orders
Settings
Standard we offer functionality to make specific mappings like payment terms and methods from the Visma.net to the Pipedrive.
Do you want to make use of a default debtor? This is also per default available in APIcenter.
For a complete overview please check the documentation.
Datamapper
Per default APIcenter supplies a mapping that makes sure you can send an order towards Pipedrive. You can also make adjustments to this yourself.
Default fields that are mapped are for example:
- Customer Name
- Billing address street
- Number
- Postalcode
- City
- Country
- Shipping address street
- Number
- Postalcode
- City
- Country
- SKU
- Quantity
- Price
Process
Products can be synced from Visma.net to Pipedrive. Within this sync, different types of products are supported. APIcenter gathers the data from Visma.net, then it is run through APIcenter to have the correct settings, values, and formats before it is sent to Visma.net. Products are created or updated based on the SKU.
You can differentiate within APIcenter the behavior between creating and updating products. For example, when APIcenter creates a product and sends in the long description from the Pipedrive, but if you enrich the data after this in Visma.net, you don't want to have it overwritten with an update. For this, you can set a checkbox to update the product info.
Product types
Supported product types: Simple, variant/configurable products.
Attributes/Features
Besides the generic and custom added fields from Pipedrive, Item Attributes from Pipedrive are also supported. These need to be manually mapped in APIcenter.
Attributes are used for creating configurable products, like size/color/options. Features are used as extra information fields, think about the country of origin, type, delivery time, etc.
Categories
Categories can be created or updated from Pipedrive to Visma.net.
Images
Images are supported from Pipedrive to Visma.net.
Datamapper
You can map extra fields that are available in the API. For a default working integration, we have already mapped the basic fields that are needed, for example:
Fields
- Name/Title
- SKU
- Long Description
- Short Description
- Price excl. tax or incl. tax
- Quantity
- EAN/GTIN
- Currency
Process
Customers can be synced from Visma.net to Pipedrive.
APIcenter differentiates in creating the customer based on the source data received. If APIcenter receives a company name from the source, then a company debtor is created with the underlying contact. If there is no company, then a person debtor is created.
Customers are also created via Orders, this sync is not needed for a orderflow byt only in case if you want to sync customers between various systems.
Work faster
and more efficient
Connect your systems
via the APIcenter wizard
Insights from your
data in dashboard
Always orders, customers,
products Up to date
Want to set up your
own connection?
Do you have a lot of IT knowledge and are you technically skilled? Set up your own connection! Create a free account and start the APIcenter wizard. The manuals will help you connect.
- APIcenter access
- Setup manuals
- Setup videos
- Authorize the applications
- Select which data you want to sync
- 14 day trial
Set up your integration
Up & running with APIcenter.
Would you rather GO live without worries? Our team of onboarding experts will help you with onboarding. You can easily purchase an integration package via your dashboard. The team will then contact you to initiate your integration.
- Setup by APIcenter experts
- Authorization of 2 applications
- Setup integration
- Configure 1 flow
- Make sure the basics work perfectly
- Video meeting to demonstrate integration
Purchase
How APIcenter
works
APIcenter is a platform where you can set up an integration yourself. But how does this work? By registering you will enter the dashboard. Here you can “connect” your different systems together. You add your systems/applications first. Then you generally indicate what you want to link, for example products or orders. In the next step you will be asked what your specific wishes are. When that is filled in, you are done and you can test whether everything works as you wish! It can be that simple.
Always up to date
While it would take you hours to copy data between Pipedrive and Visma.net, APIcenter can do it in seconds. APIcenter is more efficient not only in cost and time, but most importantly: accuracy & security. A constant flow of data from one end to another has never been easier.
Configurable
With APIcenter you have complete control over all your data flows from Pipedrive to Visma.net and the other way around. You can map the data exactly how you want it, and even invoke extra functions to transform the data when needed.
Full transparancy
You will get access to your own personal dashboard in which you can see extensive activity logs for your integrations. See exactly which data was from Pipedrive, and which data was pushed to Visma.net and the other way around. Add flows per your wish.
More about the Pipedrive and Visma.net integration.
The Pipedrive and Visma.net integration is very easy to setup with the APIcenter installation assistant. Simply create a free account and start the installation assistant. You will be asked which integrations you'd like to add. Simply select Pipedrive and Visma.net .
- Add the API credentials for both applications. We will walk you trough it.
- Add the flows you'd like to add, like orders, products and stock.
- Then add some settings per your needs and answer some questions to setup the integration properly.
- Finally, your 14 day trial period begins. When you are happy with the integration you can decide to go for a paid subscription.
Monitoring
APIcenter constantly monitors your integrations, so if any integration fails for whatever reason, we will instantly notify you exactly with what the problem is. This way you can have your Pipedrive integration with Visma.net fixed in minutes.
Scalability
Nobody wants to be "punished" for their success by causing unwanted delays when the data flow grows bigger. Your data is business critical, you cannot afford any delays. By utilizing a redundant serverless architecture, APIcenter is able to handle any amount of data for your integration, without ever slowing down.
GDPR Proof
Our platform is GDPR proof. Transferring data is handled on the fly over an end-to-end encrypted connection without ever being saved on any of our servers. We only store logs to show to you. They are deleted on a frequently basis.