Here is a step-by-step guide on how to set up the integration of your transaction data with Morescope if you are using Visma.net or a Visma based application as your ERP provider.
Here is a useful documentation from Visma side: https://docs.connect.visma.com/docs
Note! If you are a client of a Visma partner then ask your provider to help you go through these steps.
Now on the details page for Business NXT. Click on the “New Integration” which will create an integration.
Integration Details - “Client ID”
After carefully reading the description, we can see some information about the integration and one of them is also “Client ID”, which we need for the integration.
Generate Secret - “Client secret”
Next step is to navigate to the “Credentials” tab, and click on “Generate secret”. After a secret is generated, copy it and save it for later, this is our “Client Secret”.
Step 2: Get the “Company ID”
Admin Page
Navigate to the Admin page of Visma and select the “Companies” tab.
Select the company you want to integrate from the list.
3. Company Details - “Company ID”
In the company details you can see the “Company ID” value.
Step 3: Setup Connection inside MoreScope
“Data” Menu option
Navigate to “Data” in the left side menu.
2. “Integrations” tab
Navigate to the "Integrations" tab
3. Visma Business NXT
Find Visma Business NXT card and click on "Set up integration"
Integration setup
- Insert the “Client Id” from the “Integration Details” step.
- Insert the “Client Secret” from the “Generate Secret” step.
- Finally insert the “Company Id” from the “Company Details” step.
5. Authenticate
Click on the “Authenticate and Activate Integration” button, after which you should see a notification:
6. Validation
After a short time, you should receive a notification if the integration setup was successful and you should see the list of your active integrations:
7. Congratulations
You have successfully integrated your Visma Business NXT account with MoreScope. You can now navigate to the CO2 GHG Emissions tab and create your first inventory
.png)
.png)
