Visma Setup Guide Lite Private Preview

Follow our setup guide to connect Visma to Fivetran.

Prerequisites

To connect Visma to Fivetran, you need:

a Visma account
a Visma Developer Portal account

NOTE: For more information, contact Visma support.

Setup instructions

Find Tenant ID

In the Visma App Store page, find the Tenant ID under the company or organization selector. Make a note of the Tenant ID. You will need it to configure Fivetran.

Create application

On the Visma Developer Portal, go to the My Applications tab.
Click Add application.
Choose your application type: Web or Service.
Enter the Name and Client ID of the application.
Enter the Description and configure other settings as per your requirement.
Click Save.
Make a note of the Client ID. You will need it to configure Fivetran.

Generate client secret

Go to the Credentials tab.
Click Generate secret.
Make a note of the secret. You will need it to configure Fivetran.

Finish Fivetran configuration

In the connector setup form, enter your Destination schema name.
Enter the Tenant ID you found.
Enter the Client ID you created.
Enter the Client Secret you found.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Click Save & Test. Fivetran will take it from here and sync your Visma data.

Connector Overview

Schema Information

API Connector Configuration

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