Documentation Index

Fetch the complete documentation index at: https://docs.connect.visma.com/llms.txt

Use this file to discover all available pages before exploring further.

Financials SDS

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Connection instructions

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

Actions

Version: 1.0.0

The application can perform the following actions:

Update ODP Customer information (branding name).

Update ODP Customer information (branding name).

Get a company's properties

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

Set a company's properties

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 company information based on a given OdpCompanyId.

Get company information based on a given OdpCompanyId.

Inserts service key settings

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

User lookup

Fetches a user if it exists

Delete service key settings

Delete service key settings

Create a new ODP Customer

Create a new ODP Customer

Updates service key settings

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