DealJourney

Connect Visma.net to your CRM

Visma.net is Visma's cloud ERP for financials. DealJourney keeps customers, contacts, products, invoices and suppliers in step with Visma.net, so both systems hold the same customer list without anyone exporting a spreadsheet on a Friday afternoon.

Available on requestThe Visma.net connector is built and tested, but we are still waiting on production credentials from the vendor, so we switch it on per customer rather than letting you self-serve it.

What syncs with Visma.net

Record type by record type, and which way each one moves. Nothing here is rounded up.

Record types DealJourney syncs with Visma.net, and the direction of each.
Record typeDirectionWhat moves
CustomersBoth waysCompany records, organisation numbers and addresses stay identical on both sides.
ContactsBoth waysThe people at each company, with the email and phone number you actually use.
ProductsBoth waysYour price book and article numbers, so a quote line and an invoice line mean the same thing.
InvoicesFrom Visma.netLines, quantities and VAT, carried across without anyone retyping them.
SuppliersBoth waysSupplier records, so the purchase side of the ledger matches too.

Checked against the Visma.net connector in 2026-08. Changes are picked up on a scheduled sync rather than pushed to us.

What the Visma.net sync does not cover yet

These record types do not move between DealJourney and Visma.net today. We list them rather than leave you to assume.

  • Orders
  • Quotes
  • Supplier invoices
  • Recurring invoices
  • Payments
  • Journal entries
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Questions about the Visma.net integration

The answers people actually ask us for before they switch.

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