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Upgrading
Upgrading from a previous version, especially from VismaIntegrationService version 1.9.3, requires the following steps:
- Remove “Readonly (only in client)”-property on the following fields on the company-table:
- vismaid
- visma_turnover_yearnow
- visma_turnover_lastyear
- Add security policy “tbl_visma” to the fields above.
Company
On the company card you MUST have the field Visma ID and Name. Turnover this year and last year are also presented and populated with the import. All other fields are optional and can be configured to be sent to Visma. (See configuration)
The following company fields are used: