# Visma plugin
Integrates Visma (opens new window) accounting and business management system with the Epona provisioning service. The plugin periodically syncs projects and customers from Visma to SharePoint.
DLL: Epona.Visma.dll
# What it does
- Project sync — reads projects from Visma and creates or updates matter records in SharePoint.
- Customer sync — reads customers and creates client records in SharePoint.
- Field mapping — maps Visma fields to SharePoint properties.
# Deployment
- Copy
Epona.Visma.dllto the service's bin directory. - Restart the provisioning service.
- Open the Configurator, select the relevant
SharepointCfg, and configure the Visma section that now appears in the property grid.
# Configuration reference
# Connection settings
# Name
Type: string | Default: Visma
Display name for this plugin configuration.
# Disabled
Type: boolean | Default: false
Set to true to disable this configuration without removing it.
# Url
Type: string
Base URL of your Visma API instance.
# ClientId
Type: string
OAuth client ID for API authentication.
# ClientSecret
Type: string
OAuth client secret. Stored encrypted. Managed via Secrets manager.
# Scheduling
# IntervalInMinutes
Type: integer
How often the sync job runs.
# StartTime
Type: TimeSpan
Earliest time of day the job may run. Leave empty to run at any time.
# EndTime
Type: TimeSpan
Latest time of day the job may run. Leave empty to run at any time.
# Field mapping
# ProjectCodeField
Type: string
Visma field containing the project code.
# ProjectNameField
Type: string
Visma field containing the project name.
# CustomerCodeField
Type: string
Visma field containing the customer code.
# CustomerNameField
Type: string
Visma field containing the customer name.
# MatterFieldMapping
Type: string
Maps Visma project fields to SharePoint. Syntax: sharepointField=vismaField;.
# ClientFieldMapping
Type: string
Maps Visma customer fields to SharePoint. Same syntax.
# Filtering
# ProjectFilter
Type: string
Filters to apply when reading projects.
# CustomerFilter
Type: string
Filters to apply when reading customers.
# Debugging
# Debug
Type: boolean | Default: false
Enables verbose debug logging.
# Example configuration
| Property | Example value |
|---|---|
Name | Visma |
Url | https://api.visma.com/ |
ClientId | your-client-id |
ProjectCodeField | projectnumber |
ProjectNameField | projectname |
CustomerCodeField | customernumber |
CustomerNameField | customername |
MatterFieldMapping | Budget=budget;Status=status |
IntervalInMinutes | 60 |
Debug | false |
# Related
- Configuration reference — provisioning configuration reference
- Plugins index — list of available plugins