GothiaAI + Visma eEkonomi
Do you use Visma eEkonomi? GothiaAI Portal creates the customer and an invoice draft in Visma when a deal is won, with no double entry.
What does the integration do?
Customer sync
When a deal is marked as Won, the customer is created or updated in Visma eEkonomi from the company in ClientDesk.
Invoice draft
An invoice draft with the value of the deal is created in Visma, with no copying and pasting between systems.
Org number enrichment
Organization numbers are fetched automatically when leads are approved in LeadRadar, ready for invoicing.
Simple bookkeeping
The invoice is created as a free-text line with the standard VAT rate, so no article needs to exist in Visma.
How it works in practice
A won deal becomes a customer and an invoice draft
As soon as a deal in ClientDesk is marked as Won, the matching customer is created or updated in Visma eEkonomi, and an invoice draft with the value of the deal is created there. You do not enter the same details twice.
Nothing is synced backwards
Nothing is synced when you connect, and nothing is synced for older deals that are already closed. The sync applies to deals that are won after the integration is connected.
An invoice without an article
Without extra settings, the invoice is created as a free-text line with the standard VAT rate, so no article needs to exist in Visma. If you want to book against an article, enter its article ID under Advanced in the connection dialog.
One accounting system at a time
An organization can have one accounting system connected at a time. To switch, disconnect one before you connect the other. Disconnecting also revokes the access at Visma.
What you need to know
Access
An administrator makes the connection, and you need to be able to log in to Visma and approve the access. No other configuration is needed to get started.
What is created
The customer is created or updated in Visma eEkonomi, and the invoice draft carries the value of the deal as its amount. The company details come from ClientDesk, so you do not have to enter them again.
Older deals
Deals that were closed before you connected are not synced. If an older customer needs to exist in Visma, add it there as usual.
Price
The Visma integration is included in every plan at no extra charge, and you can use it during the free 30-day trial.
Login
You log in at Visma and approve the access. After that you are sent back to the portal. The access is renewed automatically, and you can revoke it at any time by disconnecting the integration.
Another accounting system
More accounting integrations are being evaluated. If you use something other than Visma eEkonomi or Fortnox, you can still use ClientDesk, but then you enter customers and invoices by hand.
How to get started
- 1
As an administrator, open Settings → Integrations in the portal and choose the Accounting tab.
- 2
Click the Visma eEkonomi card, log in to Visma and approve the access.
- 3
When the card shows Connected, you are done. The next deal you mark as Won creates the customer and the invoice draft in Visma.
Questions about the Visma integration
Try Portal with your Visma account
Every plan includes the Visma eEkonomi integration. Start free. No credit card required.