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How to connect to Visma Net Financials

This guide shows how to grant the correct accesses in Visma.net and connect your company to Accountflow with a Tenant ID.

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Step by step: Connect to Visma.net

1. Check your access rights

  • You must have the role Customer administrator in the company in Visma.net.

  • The role must allow you to assign other users rights, including Integration Administrator.

2. Grant access to the correct user

  • Go to signin.visma.net and log in.

  • Select Visma.net Financials > Admin in the top left.

  • Go to the Users and roles tab.

  • Search for the user (e.g. yourself) and click the name.

  • In the Roles table, find the row for the company.

  • In the App Store column, assign the role Integration Administrator.

  • Click Save and close.

💡 If the company does not appear, click Add access to add it first.

3. Connect to Accountflow in Visma App Store

  • Go to appstore.visma.net and log in with the same user.

  • Search for Accountflow in the Apps tab.

  • Click Integrate on the card.

4. Approve access level

  • A window with Application permissions opens.

  • Enable the desired scopes (normally both read and write).

  • Click Integrate > Accept to approve.

5. Find and copy Tenant ID

  • Click the company menu in the top right corner of App Store (name or flag).

  • Under the company name you will see the Tenant ID (UUID format).

  • Copy the entire value, e.g. 8bdf18fd-21cc-11e9-b307-0aa512338dd6.


Step by step: Enter Tenant ID in Accountflow

1. Go to the company overview

  • Go to Company under Settings & Admin in the menu on the left.

  • Click + Add company.

  • Select Add other systems from the dropdown menu.

2. Fill in company information

  • Company name

  • Organization number

  • Period type: For example monthly.

  • Assigned user: Select who will be responsible for reconciliation.

  • VAT reporting frequency: Specify how often the company submits VAT.

  • Company group: Link to any group(s).

  • Check any modules you want to activate: Payroll, VAT, Assets.

3. Paste Tenant ID

  • In the Accounting system field, select Visma.net Financials.

  • Paste the Tenant ID.

  • Click Validate to connect the company.

  • Click Save to complete the setup.


Frequently asked questions

Question

Answer

The app is not called “Accountflow” in the list – what do I do?

Check that you are searching under the Apps tab and that you are using the correct region in the Visma.net App Store.

Why can’t I find the company in the “Add access to” list?

Make sure you have the Customer administrator role in the relevant company. Contact Visma support if the company is missing.

Can I change scopes later?

Yes, go to My apps in the Visma.net App Store, click Manage on the Accountflow integration and turn the desired scopes on/off.

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