Netvisor Setup

Netvisor Setup

What is it about

This guide goes through the setup of the integration between Vektori and Netvisor. With this integration, you can automatically transfer accounting materials from Vektori to Netvisor via the software interface (API).

Note that using the Procountor API integration requires the Accounting Interfaces add-on feature to be activated in Vektori.

Getting started

The setup requires configuring settings first in Netvisor and then in Vektori. If you do not yet have a Netvisor account, create one first according to Netvisor’s own instructions.

 Step 1: Creating API credentials in Netvisor

1. Log in to Netvisor and open the menu from the top left corner under the company name.
2. Select Software Interface -> Software Interface Credentials.

3. Click the button Create new interface credential.
4. The system will automatically generate new credentials (Username and User Key), which will appear in the table on the page. Save these.

Step 2: Setting API resource permissions in Netvisor

1. From the same company menu, open API Resource Permissions.

2. From the permissions main menu, select either general permissions (affecting all integrations) or add permissions separately for a specific integration.

3. Scroll to the bottom of the page’s permissions list and allow the necessary resources. For transferring accounting data, allow at least Import of accounting materials to Netvisor.

Step 3: Setting company information and accounts in Vektori

1. Ensure that the company’s Business ID is set: Settings -> Company -> Company Basic Information -> Business ID. (Netvisor requires the Business ID to function).

2. Create the necessary accounting accounts: Settings -> Company -> Accounting Accounts (e.g., account 2939 VAT liability).

Step 4: Activating the integration in Vektori

1. Go to Settings -> Vektori -> Integrations -> Netvisor.
2. Click Enable.

What you can do on this page

Configure integration settings:

On this page, you connect Vektori and Netvisor by entering the API credentials.

• Fill in the fields with the Username and User Key you received from Netvisor.
• The page also shows your company’s Business ID, which will be sent to Netvisor.
• Click Save.

Send accounting entries to Netvisor:

Once the settings are ready, you can export data to Netvisor.

1. Go to Reports -> Accounting -> Accounting Entries by Date.
2. Select the desired dates and other criteria.
3. From the format section, choose Optional and from the dropdown menu select Accounting API integration.
4. Start sending by clicking the Export accounting button.

Tips and notes

• Transfer verification: If the transfer was successful, you can check the imported entries in the Netvisor interface. In Netvisor, select Financial Management -> Voucher Listing, set the appropriate date range and click Search.

• Debit and Credit reconciliation: The debit and credit totals on the voucher must balance. If they do not match, Netvisor will display these values in red in the voucher listing.

• Common error situations: If the account number given for the voucher line to be sent is not found in Netvisor, the transfer will fail. In that case, check the error message to see which account is missing. Add the missing account either in Netvisor or update Vektori’s accounts to match Netvisor’s chart of accounts.