Prerequisites

1. Go to the Visma App Store

2. If you see this you need to contact your admin to set up the integration

3. If you can see the invitation code input field you are good to go

   

Connection

1. Go to the Visma App Store

2. If we show the invitation token in the connection flow copy it

   

3. Paste the invitation code into the search to find the app on the app store

   

4. If you don’t see the invitation token in the connection flow look up the application on the app store

5. When you are on the application page, enable all scopes and click “Integrate”

   

6. After clicking the button you will see the permission approval window. Click “Accept”.

   

7. Finally you need to obtain the tenant ID. You can find it in the top right of the Visma App Store page in the company / organization selector.

   1. If you don’t see it here reach out to Visma Partner Services

8. Paste the tenant ID into the connection flow