It is possible to create an integration between Dialog and Visma.net. If you have an administrator account for the Visma Development Portal, you have the rights to do this. This manual explains how you can do it.
Note: To set up the integration, your organisation must have access to the Visma App Store, and the API must be subscribed to and configured.
Step 1
Authorize our app in the Visma App Store. You can access it using the link below.
At the bottom of the page, click 'Authorize App'.
Step 2
Grant Dialog permission to retrieve the data by turning all 5 toggles green.
Step 3
Finally, click Accept and send an email to your contact person at Dialog to confirm that you have completed the instructions. If you have any questions, you can also reach out to your Dialog contact person.
Retrieved data for the integration
Below is an overview of the data we retrieve from Visma.net for the integration:
Employees:
- Nickname
- Birthname
- Birthname prefix
- Partnername
- Partnername prefix
- Name usage
- Business email
- Office mobile phonenumber
- Employee group
Contracts:
- Function
- Organization unit
- Start date
- End date
Functions:
- Name
Organization units:
- Name
- Manager
- Parent organization unit
- Start date
- End date