Connection instructions

Click 'Connect' in Flows and authorize access to your Financials SDS account.

Actions

The application can perform the following actions:

Company

Add company

Add a new company in Visma Net Financials.

Company Template Delete

Update a company's information using a data transfer object (DTO). Called by Visma.net.ERP.ProvisioningEngine

Company terminate

Terminates the Visma Net FinancialsERP company

CompanyServiceLookup

Get all provisioning information of services/applications for one company. Only the active services/applications will be returned.

Get company information based on a given OdpCompanyId.

Get company information based on a given OdpCompanyId.

OdpCompany

CompanyModify

Set a company's properties using Visma.net.ERP.SystemDataService.Model.Dtos.CompanyPropertiesDto as body. All properties are optional although use of partnerid/name, customerid/name and distributorid/name require both id and name are set if any is referenced.

Get a company's properties

Get a company's properties, returned as Visma.net.ERP.SystemDataService.Model.Dtos.CompanyPropertiesDto

ODPCustomer

Create a new ODP Customer

Create a new ODP Customer

Update ODP Customer information (branding name).

Update ODP Customer information (branding name).

Provisioning

Change ReadOnly flag for a company in Visma .net Financials

Change ReadOnly flag for a company in Visma .net Financials

Company Application/Service Add/Remove

Provison/Unprovision an Application/Service. If Provision items are supplied, it will insert/update Provision item information.

CompanyDelete

Deletes Company from Financials

Inserts service key settings

Inserts service key settings. If a service key setting already exists inserting that record will be skipped.

Lookup Keysettings by organisationNumber and countryCode

Verify that the company with the given ServiceIdentityKey and CountryCode exists. Given ServiceType, ServiceIdentityKey, CountryCode and OdpCompanyId (optional) - return a list with settings for specified values

ServiceKeySettings

Delete service key settings

Delete service key settings

Updates service key settings

Updates service key settings. If a service key setting does not exists updating will be skipped.

User

Add or update user

Adds or updates user In Visma Net

User lookup

Fetches a user if it exists

User operation status

Get the Operation Status for user add or update in VismaNet Financials