Integration between Ongoing WMS and Visma eAccounting (Swedish: eEkonomi and Finnish: ePasseli)

Visma eAccounting is Visma's web-based accounting system for small companies. If the business involves extensive warehousing it is beneficial to focus on your core business and outsource your fulfilment process to an Ongoing WMS-powered third-party logistics provider. Ongoing WMS has made that easily achievable by developing an integration between eAccounting and Ongoing WMS. The integration provides the required functionality to make the logistics information flow seamlessly. The integration can also be used if you run your own warehouse in Ongoing WMS.

Features

The integration contains the following processes and features. The processes can be independently switched on or off. If not otherwise mentioned, all processed are turned on by default.

Article registry

Ongoing WMS pulls article registry updates from Visma to the WMS. Visma contains the master data. The following data is transmitted:

• Article Number
• Article Name
• Net price
• Changed date
• Article ID

Orders

The WMS downloads new and updated orders which are not yet handled. If an order is updated, the change is transferred unless the warehouse workers have started working on it.

Ongoing WMS pulls the following information for the order:

• Customer
  • Contact person mobile
  • Contact person phone
  • Contact person telephone
  • Contact person email
  • Invoice country code
  • Note
  • Customer ID
  Notification on phone and mobile are turned on if phone or email are entered in Visma.
• Order ID
• Order date
• Amount
• Delivery term
• Delivery method
• Order line
  • Line number
  • Article number
  • Quantity
  • Unit price
  • Text
• Delivery Address
  • address 1
  • address 2
  • customer name
  • Postal code
  • City
  • Country

When an order is fulfilled by the warehouse, the delivered quantity is updated and the status is updated to shipped in Visma.

Stock balance updates

Ongoing WMS manages the stock balances and continuously synchronizes these with Visma.

Getting started

Visma eAccounting uses OAuth 2.0 in order to allow integrations to access the data needed. To setup the integration please use the following link that will take you to the Ongoing WMS login page. On the login page you will be asked to provide credentials for the WMS where you want to setup the integration. In the box marked System you can either provide the url of the WMS, for example https://demo.ongoingsystems.se/demo/, or you can provide the Ongoing customer ID which can be found using the support info button at the bottom of the page when you are logged in on your WMS:

Username and Password corresponds to the user and password for the WMS. Once you have filled in the correct information you will be redirected to Visma eAccounting where you will first be asked to login. The next step is to read through which permissions the integration needs. In order to be able to use the integration all the requested permissions need to be allowed. Otherwise the integration will not be able to function as intended. When the requested permissions are allowed you will be redirected to the previously provided Ongoing WMS and can make some fine tuning of the integration before finally activating it.