How do I connect PowerShell Connector to Visma.net Financials in 5 minutes?

Execute the following steps to connect PowerShell Connector to Visma.net Financials. You only need knowledge of PowerShell Connector, your own business and the Visma.net Financials administration.

Visma.net is online software for accounting. Visma.net is used both by large accounting firms as well as large entrepreneurs.

No technical knowledge is needed nor knowledge on the Visma.net Financials APIs to connect Visma.net Financials to PowerShell Connector. This step-by-step plan will tell you exactly which steps you need to go through on Invantive Cloud to create your own Azure data warehouse with data from Visma.net Financials.

The steps to connect PowerShell Connector to Visma.net Financials are:

1. Register an Invantive Cloud account.
2. Create a Visma.net Financials database.
3. Make the Visma.net Financials database available through the Microsoft OData connector.
4. Connect PowerShell Connector to Visma.net Financials through the connector.
5. Load data from Visma.net Financials into PowerShell Connector data warehouse.

Invantive Cloud offers a Visma.net Financials connector to download data from Visma.net Financials into PowerShell Connector, but there are over 75 other connectors available also for SQL, Power BI Desktop, Power BI Service, Power Query and/or Azure Data Factory.

With the Visma.net Financials connector for PowerShell Connector you will by default fetch the data from all connected Visma.net Financials companies in your dashboard. You can limit the number of Visma.net Financials companies that are retrieved in PowerShell Connector through the Database settings. For example, you can also limit the connector for PowerShell Connector to the data from exactly one Visma.net Financials company. Of course, you can also filter the data by a specific Visma.net Financials company using a filter step in PowerShell Connector. The Visma.net Financials connector for PowerShell Connector has advanced optimizations for great real-time performance with both a single Visma.net Financials company as well as with hundreds of Visma.net Financials companies.

When you are having questions, please check the forums for Visma.net Financials. Every organisation is entitled to 1 hour of free training to help you get started. This free hour also applies to free plans.

Register Account on Invantive Cloud

Skip this step when you already have an account on Invantive Cloud. Otherwise execute the following steps one time to register an account on Invantive Cloud:

1. Go to Invantive Cloud start page.

2. Select the Log on-button.

3. Select the Sign Up-button.

4. Enter your business email address.

5. Select the Next-button.

6. Enter your personal data.

7. Select the Next-button.

8. Enter your password and repeat the provided password.

9. Select the Next-button.

10. You will receive a six-digit verification code by email within 2 minutes.

11. Enter the six-digit verification code.

12. Select the Sign Up-button.

13. Log on now. >

14. Make sure you have an authentication app installed on your phone. Select the Next-button.

15. Add the displayed QR code to the authentication app, enter the current verification code, and choose "Finish".

16. Skip registration of the organization.

17. Complete your personal data and choose 'Save'.

18. Go to the dashboard.

19. The Invantive Cloud dashboard will be shown.

You now have a login code on Invantive Cloud with which you can set up the connection with Visma.net Financials and numerous other platforms. You will use the same Invantive login code and workflow for all other platforms.

Create Visma.net Financials database

In this step, we set up a database with data from Visma.net Financials. The database is "virtual" because it is not a traditional database, but is fed real-time from Visma.net Financials. Invantive Cloud provides PowerShell Connector with a real-time link to Visma.net Financials. The database will be used for all your Visma.net Financials reporting with PowerShell Connector. So you only need to perform these steps once.

1. Click the Add Database button.

2. Select Visma.net Financials from the list.

3. Please fill out the form with login information for Visma.net Financials.

4. Select the OK-button.

Congratulations! You can now process data from Visma.net Financials within the Invantive Cloud website. You can do this for example with the interactive SQL editor.

Grant connection from PowerShell Connector access to Visma.net Financials

To retrieve the data from PowerShell Connector we create a link via Invantive Bridge Online. This creates a "bridge" between the cloud of Invantive and the standard OData connector that is available in every version of PowerShell Connector. You do not need to install anything locally: no connector, no ado.NET provider and no PowerShell Connector add-on neither.

Execute the following steps to safely use the data from Visma.net Financials outside of Invantive Cloud:

1. Next to the database you will find an orange text requesting you to allow access from your current location (IP address). Select the nearby orange button.

2. You must completely disable IP address checking by entering an asterisk ("*") since Microsoft PowerShell Connector consists of hundreds of thousands of servers across the globe.

You are now ready to import the Visma.net Financials data into PowerShell Connector.

Configure PowerShell Connector connector for Visma.net Financials

You will now pull in PowerShell Connector data from Visma.net Financials through the established link.

Please note again that Invantive Cloud under the hood handles all complexity such as setting up credentials such as a refresh token, acquiring an access token, optimizing and parallelizing access, accessing an API within the rate limits, scopes and security restrictions. There is absolutely no need for knowledge on complex technical topics such as OAuth access tokens or API. The Microsoft Azure Data Factory steps, activities and pipelines can be constructed using just the OData feed and basic authentication.

Execute the following steps:

1. Start Microsoft PowerShell Connector and select 'Ingest'.

2. Select 'Built-in copy task'.

3. Select source type 'OData' and select 'New connection'.

4. Enter in the window the Bridge Online URL of the PowerShell Connector database. This URL containing the data can be found in the Database-form of Invantive Cloud. Choose authentication type 'Basic authentication'. Enter the Invantive Cloud user name and password.

5. The list of available Visma.net Financials tables appears. Select the desired tables and construct your pipeline in Microsoft Azure Data Factory.