💡 CloudConnector is an application from ConnectMyApps that is installed on the server running the Visma Business database. It gives Accountflow access to retrieve accounting data via a secure connection.
Step by step: Install and set up CloudConnector
1. Install CloudConnector on the server
An IT administrator must install CloudConnector on the server where the Visma Business database is located.
Download the installation file here: https://connectmyapps-public-resources.s3.eu-west-1.amazonaws.com/MSQL/New/CloudConnector+for+MSQL.msi
During installation, a CloudConnector key will be created – the key must be copied for use in Accountflow.
💡 You also have to create a database user with read access, and note down username, password, and the name of the database and server.
Step by step: Connect CloudConnector to Accountflow
1. Log in to Accountflow
Go to Company under Settings & Admin in the menu on the left.
Click + Add company.
Select Add other systems from the dropdown menu.
2. Select integration
Choose ConnectMyApps as accounting system.
Then select Visma Business as Connect MyApps integration.
3. Enter server details
Fill in the following fields:
ConnectorKey – the key from CloudConnector.
Server name – the name of the server you are connecting to.
Database username and password – a user with read access.
Database name – the name of the Visma Business database.
Once the details are entered, clients will appear in the Select Visma Business client dropdown list.
💡 The server details only need to be entered in Accountflow once. When the server integration is set up, available Visma Business clients will always appear in the dropdown list.
4. Complete company setup
Select the desired client from the list. Name and organization number are filled in automatically.
Fill in the remaining company information:
Period type: For example monthly reconciliation.
Assigned user: Select who will be responsible for reconciliation.
VAT reporting frequency: Specify how often the company submits VAT.
Company group: Link to a group or more if applicable.
Check any modules you want to activate: Payroll, VAT, Assets.
Finish by clicking Save.
