Upgrading from a previous version, especially from VismaIntegrationService version 1.9.3, requires the following steps:

1. Stop the VismaIntegraionService in Services.
2. Remove “Readonly (only in client)”-property on the following fields on the company-table:
   • vismaid
   • visma_turnover_yearnow
   • visma_turnover_lastyear
3. Add security policy “tbl_visma” to the fields above.
4. Replace all the .dll-files in the Visma Integration-folder.
5. Replace the VismaIntegrationService.exe file.
6. Add the ImportCustomer.py-file in the Scripts-folder.
7. Add the following lines to the config-file (change to correct path for the files)
   • <add key=“ExportCustomerFinancialInfoFile” value=“c:\tmp\customerfinancialinfo.csv”/>
   • <add key=“ExportCustomerFile” value=“c:\tmp\customers.csv”/>
   • <add key=“PreviousCustomerFinancialInfoExportTimestamp” value=“1970-01-01 2:00:00” />
   • <add key=“PreviousCustomerInfoExportTimestamp” value=“1970-01-01 2:00:00” />
8. Restart the service.

If you want to do a migration of customers from Visma to Lime CRM, you need to replace visma.bas in the VBA with the new version and add the link to the VBA-function in the index Actionpad.