Visma eAccounting

Overview Legend 🧭

Introduction

Visma eAccounting is an accounting software developed by Visma, primarily designed for accountants as well as small and medium-sized businesses in the Netherlands and other European markets. It offers a user-friendly interface and a range of features, including invoicing, expense tracking, bank reconciliation, payroll integration, and VAT reporting. Because it is fully cloud-based, users can access their financial data from anywhere and collaborate easily with their accountants.

Configure eAccounting

Prerequisite(s) There is no prerequisite to enable eAccounting in your Chift App.

• A registered partner account on Visma’s Developer Portal: https://selfservice.developer.vismaonline.com

  Access to Sandbox credentials, sent via email after registration

• Request Production credentials to the visma partner in your country.

Activation Process

Use Chift’s credentials

The preferred method is to use Chift’s credentials to activate the connector. Please ask your CSM to activate the connector.

Request your own credentials

In case you really want your own credentials, this is the process to request for access.

A. Register for Sandbox Access

1. Create a Partner Account

   • Go to https://selfservice.developer.vismaonline.com
   • Complete the registration to create a developer/partner account.

2. Receive Sandbox Credentials

   • Visma will send you an email with:
     • client_id
     • client_secret
     • Other relevant sandbox access tokens

3. Activate connection in Chift’s platform

   Enable Visma Eaccounting connector in the connector list and enter client_id and client_secret

B. Request Production Credentials

1. Send an Email Request

• Depending on your country, send an email request to the appropriate address:

  Country	Email
  Sweden	[e-mail]
  Norway	[e-mail]
  Netherlands	[e-mail]

  Include the following information in your mail:

  • Application name: Chift

  • Company name: (Include a 2-line description, e.g. “Chift is a unified API platform connecting various accounting and banking systems to centralize business data.”)

  • Redirect URI(s): https://chift.app/oauth2/redirect

  • Requested scopes:

    Scope	Purpose
    ea:api	Base access to the eAccounting API
    ea:sales	Access to customer sales and invoices
    ea:purchase	Access to purchase and supplier invoices
    ea:accounting	Access to accounting data like journals and accounts
    offline_access	Enables long-lived tokens for background syncing

• To have the partnership request and access to the production environment approved, a Terms and Conditions document provided by Visma eAccounting/Advisor Production API will need to be signed electronically.

• Once approval received, activate the eAccounting integration on the Chift platform with production keys.

Test eAccounting

Please ask your country’s point of contact (see table above) for a test account including dummy data

Coverage