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Visma eAccounting Make integrationAutomate Visma eAccounting with Make.

Tired of copying invoices and customers into Visma eAccounting by hand? The Visma eAccounting Make integration gives you 37 modules: 6 triggers, 25 actions and 6 searches. This guide shows you how to link your account, then walks you through a first scenario, step by step.

Try the Visma eAccounting integration on MakeSee the 37 modules

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What you can automate

What can the Visma eAccounting Make integration automate?

The Visma eAccounting Make integration links your accounting file to Make, a no-code tool where you build a scenario (the automation itself, a chain of modules). Each module is one brick: it watches for new records, creates or updates them, or searches for them. You never write code.

Invoices that book themselves. Watch Invoices spots each new invoice, then Bookkeep an Invoice records it in your books. A small agency closing projects gets its ledger updated without anyone opening the accounting screen.

A clean customer list. When a deal is signed in your CRM, Search Customers checks whether the company already exists, and Create a Customer or Update a Customer does the rest. No duplicates, no retyping addresses.

Supplier bills under control. Watch Supplier Invoices can alert your finance lead on each new bill, and Bookkeep a Supplier Invoice records it once someone approves it.

Know the limits before you start. All 6 triggers are scheduled, so Make checks for changes on a timer rather than hearing about them instantly. Access also requires a Visma partner registration and your own OAuth2 credentials. Make notes that its documentation for this app is AI-generated and may contain mistakes, so verify key details with Visma.

New to Make? The Make training covers the editor basics, and Make pricing explains how operations are counted. If you are weighing tools, the n8n vs Make comparison lays out the criteria.

Connect

How do you connect Visma eAccounting to Make?

  1. 01

    Create an app in the Visma Developer portal

    Open the Developer portal, go to Applications and click Create application. Give it a name, paste https://www.integromat.com/oauth/cb/visma-eaccounting as the callback URI, then click Save.

  2. 02

    Copy your two credentials

    Visma now shows a Client ID and a Client secret on screen. Copy both somewhere safe. Make will ask for them in the next step, and they are what lets it read and write in your accounting file.

  3. 03

    Add the connection in Make

    In your scenario, add any Visma eAccounting module and click Create a connection. Fill in Connection name if you like, enter the credentials, and follow the on-screen instructions. Every Visma module then reuses this connection.

First scenario

Build your first scenario: book new invoices automatically

GoalWhen an invoice is created in Visma eAccounting, Make books it in your ledger.

  1. 01

    Start a blank scenario

    From the Scenarios page, create a new scenario and click the big +. This first slot is where the trigger goes, the module that decides when everything runs.

  2. 02

    Add Watch Invoices

    Search for Visma eAccounting, pick Watch Invoices, and select the connection you made earlier. Fill in the fields Make shows; once connected, it lists what it can read from your account.

  3. 03

    Chain Bookkeep an Invoice

    Click the + on the right of the trigger and add Bookkeep an Invoice. Map the invoice that Watch Invoices returned, so Make books exactly the record it just found.

  4. 04

    Test with Run once

    Create a test invoice in Visma eAccounting, then click Run once. Open the bubbles above each module to read the bundles (the items passed along) and confirm the invoice was booked.

  5. 05

    Set the schedule and switch it on

    Click the clock on the first module. A new scenario checks every 15 minutes by default; keep that or change it, then turn the scenario on. Each module run costs one operation on your plan.

Triggers

What can start a Visma eAccounting scenario?

6 modules start a scenario when something happens in Visma eAccounting. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Visma eAccounting as soon as it happens.

Visma eAccounting1Watch Articles

Watch Articles

Scheduled trigger

In Make“Triggers when an article is created.”

Your catalog stays in sync elsewhere: this trigger picks up every new article (a product or service you sell) and hands it to the rest of the scenario as a bundle.

How it fires
scheduled. Make checks the app on the scenario's schedule, so a new article shows up at the next check, not the second you save it.
When to use it
you add a new service line in Visma and want it copied to your online store or price sheet without retyping.
Watch out
it reacts to created articles only. Edits to an existing article will not start the scenario, so plan another route for price changes.
Visma eAccounting2Watch Customers

Watch Customers

Scheduled trigger

In Make“Triggers when a customer is created or modified.”

Every time a customer record is added or edited in Visma eAccounting, this trigger passes it to Make. It is the only trigger of the app that also catches modifications.

How it fires
scheduled. Make checks the app on the scenario's schedule and collects the customers created or changed since the last check.
When to use it
your accountant fixes a billing address in Visma and your CRM or mailing tool should get the same correction.
Watch out
since edits count too, a scenario that writes back to the same customer can start itself again. Keep the destination outside Visma.
Visma eAccounting3Watch Draft Invoices

Watch Draft Invoices

Scheduled trigger

In Make“Triggers when a draft invoice is created.”

Drafts are invoices still being prepared. This trigger hands each newly created draft to your scenario, so the review process can begin before anything goes out to a client.

How it fires
scheduled. Make checks the app on the scenario's schedule and picks up drafts created since its previous look.
When to use it
a manager has to approve invoices, and you want a message in your team chat each time someone starts one.
Watch out
it fires on creation. A draft that someone edits afterward will not trigger again, so your approval message shows the first version.
Visma eAccounting4Watch Invoices

Watch Invoices

Scheduled trigger

In Make“Triggers when an invoice is created.”

Here is the trigger most scenarios start from: it catches each invoice created in Visma eAccounting and sends it down the chain, ready to be booked, sent or copied.

How it fires
scheduled. Make checks the app on the scenario's schedule, every 15 minutes by default on a new scenario.
When to use it
you want every new customer invoice logged in a spreadsheet, booked in your ledger, or announced to the account manager.
Watch out
it only knows about new invoices. If you need the draft stage too, pair it with Watch Draft Invoices in a separate scenario.
Visma eAccounting5Watch Supplier Draft Invoices

Watch Supplier Draft Invoices

Scheduled trigger

In Make“Triggers when a supplier draft invoice is created.”

Bills from vendors often land as drafts before anyone checks them. This trigger sends each new supplier draft to Make, giving you a starting point for an approval flow.

How it fires
scheduled. Make checks the app on the scenario's schedule and returns the supplier drafts created since the last run.
When to use it
the office manager enters vendor bills and the finance lead wants a heads-up to review each one.
Watch out
customer drafts and supplier drafts are separate objects in Visma. Pick this one for vendors, Watch Draft Invoices for your own billing.
Visma eAccounting6Watch Supplier Invoices

Watch Supplier Invoices

Scheduled trigger

In Make“Triggers when a supplier invoice is created.”

Once a vendor bill exists as a real supplier invoice, this trigger tells your scenario about it, so payment planning or reporting can start on its own.

How it fires
scheduled. Make checks the app on the scenario's schedule and collects supplier invoices created in between.
When to use it
you track upcoming payments in a shared sheet and want each new bill added as a row.
Watch out
it covers creation only. To see a bill before it becomes final, use Watch Supplier Draft Invoices instead.
Modules

Which Visma eAccounting modules can you use?

Visma eAccounting gives you 31 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Visma eAccounting1

Bookkeep an Invoice

Action

In Make“Bookkeeps an existing invoice.”

Records an existing customer invoice in your books, so the revenue appears in the ledger without anyone clicking through the accounting screen.

When to use it
right after Watch Invoices or Create an Invoice, when every new invoice should be booked the same way.
Watch out
it acts on an invoice that already exists. Map the invoice from an earlier module rather than typing it by hand.
Visma eAccounting2

Bookkeep a Supplier Invoice

Action

In Make“Bookkeeps an existing supplier invoice.”

Posts a vendor bill to your accounts, the supplier side of bookkeeping. The expense lands in the ledger as soon as the scenario reaches this step.

When to use it
after an approval step, for example once a manager replies yes in your team chat to a new supplier invoice.
Watch out
it expects a supplier invoice, not a customer one. For a customer invoice, use Bookkeep an Invoice.
Visma eAccounting3

Convert a Draft Invoice

Action

In Make“Converts an existing draft invoice.”

Takes a draft invoice that already exists and converts it, moving it past the preparation stage without you opening Visma.

When to use it
at the end of an approval flow started by Watch Draft Invoices, once someone has said the draft is good to go.
Watch out
the doc says only that the draft is converted. Run once on a test draft and check the result in Visma before you automate it.
Visma eAccounting4

Create a Customer

Action

In Make“Creates a new customer.”

Adds a new customer record to Visma eAccounting from data coming out of another app, such as a form, a CRM or a signed quote.

When to use it
a new client signs, and you want them ready for invoicing before the first invoice is due.
Watch out
it always creates. Place Search Customers before it, so a returning client does not end up with a second record.
Visma eAccounting5

Create a Draft Invoice

Action

In Make“Creates a new draft invoice.”

Builds an invoice in draft form, so a person can still look at it before it becomes final. A safe way to automate billing without losing control.

When to use it
a project is marked done in your project tool, and the accountant should find a draft waiting for review.
Watch out
a draft is not a sent invoice. Add Convert a Draft Invoice or a manual check, or the draft sits there.
Visma eAccounting6

Create an Article

Action

In Make“Creates a new article.”

Puts a new product or service into your Visma article list, so it can be picked on invoices right away.

When to use it
your catalog lives in an online store or a spreadsheet, and new items should reach Visma without being typed twice.
Watch out
run Search Articles first when the same item might already exist. Otherwise every run adds another copy of it.
Visma eAccounting7

Create an Invoice

Action

In Make“Creates a new invoice.”

Issues a finished customer invoice straight away, skipping the draft stage. Useful when the amounts come from a system you already trust.

When to use it
an online order is paid, and you want the matching invoice in Visma with no human step.
Watch out
there is no draft to review here. Test with Run once on a test customer before switching the scenario on.
Visma eAccounting8

Create a Supplier Draft Invoice

Action

In Make“Creates a new supplier draft invoice.”

Enters a vendor bill as a draft, so finance can check it before it counts. It saves retyping bills that arrive by email or from a purchase tool.

When to use it
a purchase order is approved elsewhere, and the matching bill should be prepared in Visma for review.
Watch out
it only prepares the bill. Booking it takes Bookkeep a Supplier Invoice later, once the draft is final.
Visma eAccounting9

Create a Supplier Invoice

Action

In Make“Creates a new supplier invoice.”

Records a vendor bill directly as a supplier invoice, no draft step. Handy when the bill has already been approved upstream.

When to use it
your purchase tool marks a bill as approved, and it should appear in Visma ready for booking.
Watch out
add a check before this module if the same bill could come through twice, for example Search Supplier Invoices.
Visma eAccounting10

Delete a Customer

Action

In Make“Deletes an existing customer.”

Removes an existing customer from Visma eAccounting. It keeps the list tidy when records are cleaned up in another system.

When to use it
a test record or a duplicate was flagged for removal in your CRM, and Visma should follow.
Watch out
the doc mentions no way to bring a customer back. Try it on a dummy record first, and add a filter so only the right customers reach it.
Visma eAccounting11

Delete a Draft Invoice

Action

In Make“Deletes an existing draft invoice.”

Throws away a draft invoice that should never go out, so abandoned drafts stop cluttering the list.

When to use it
a deal is lost or a project is cancelled in your CRM, and the draft prepared for it no longer makes sense.
Watch out
it works on drafts only. Test it on a dummy draft first, because the doc mentions no undo.
Visma eAccounting12

Delete a Supplier Draft Invoice

Action

In Make“Deletes an existing supplier draft invoice.”

Clears a vendor bill that is still a draft. Rejected or duplicate bills disappear instead of waiting for someone to spot them.

When to use it
a manager rejects a supplier draft in your approval step, and the scenario should remove it from Visma.
Watch out
nothing in the doc describes a way back. Route only clearly rejected drafts to this module and test on a dummy first.
Visma eAccounting13

Download an Invoice

Action

In Make“Downloads an existing invoice.”

Fetches an existing invoice as a file inside the scenario, ready to be stored or attached by the next module.

When to use it
every new invoice should be archived in a cloud folder, or attached to the client record in your CRM.
Watch out
on the Free plan, files are capped at 5 MB and total transfer at 512 MB, so heavy archiving may need a paid plan.
Visma eAccounting14

Get a Customer

Action

In Make“Retrieves an existing customer.”

Reads the full record of one customer you already know, and hands its details to the modules that follow.

When to use it
a trigger gives you a customer reference, and you need the full record to fill an email or a CRM entry.
Watch out
it needs one specific customer. If you only have a name or an email, go through Search Customers instead.
Visma eAccounting15

Get a Draft Invoice

Action

In Make“Retrieves an existing draft invoice.”

Pulls one draft invoice in full, so an approval message can show what the draft actually contains.

When to use it
Watch Draft Invoices fired, and your team chat message should include the draft's details for the reviewer.
Watch out
it returns the draft as it is right now. If someone edits it after your scenario runs, the message will not update.
Visma eAccounting16

Get an Article

Action

In Make“Retrieves an existing article.”

Looks up one article in detail, which is useful when a previous module only passed along a reference to it.

When to use it
you sync an article to your online store and need its full details before sending them over.
Watch out
one article per run. For several articles at once, Search Articles is the better fit.
Visma eAccounting17

Get an Invoice

Action

In Make“Retrieves an existing invoice.”

Retrieves one existing customer invoice with all its details, so later modules can use them in a message or a report.

When to use it
a payment arrives in another tool, and you need the matching invoice to update a tracking sheet.
Watch out
each call is one operation on your plan. Skip it when the trigger already gave you what you need.
Visma eAccounting18

Get a Supplier Draft Invoice

Action

In Make“Retrieves an existing supplier draft invoice.”

Opens one supplier draft in full, giving the person who approves vendor bills the details they need to decide.

When to use it
Watch Supplier Draft Invoices fired, and your approval email should show the vendor and the amounts.
Watch out
it is for drafts only. Once the bill is final, switch to Get a Supplier Invoice.
Visma eAccounting19

Get a Supplier Invoice

Action

In Make“Retrieves an existing supplier invoice.”

Reads one final vendor bill so its details can feed payment planning, reporting or a message to the finance lead.

When to use it
you want each new supplier invoice summarized in a shared sheet with more than the trigger provides.
Watch out
it fetches one bill at a time. Use Search Supplier Invoices when you need a list.
Visma eAccounting20

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Covers whatever the other modules do not: it calls any endpoint of the Visma eAccounting API, using the same connection you already set up.

When to use it
you need an object or an operation that no ready-made module handles.
Watch out
you have to read the Visma API documentation yourself to know which endpoint to call. It is the least beginner-friendly module here.
Visma eAccounting21

Send an Invoice

Action

In Make“Sends an existing invoice.”

Sends an invoice that already exists in Visma eAccounting, closing the loop from creation to the client without a manual click.

When to use it
after Create an Invoice, once a paid order or a finished project should turn into an invoice the client receives.
Watch out
test with Run once on your own test customer before switching on. The client sees whatever the scenario sends.
Visma eAccounting22

Update a Customer

Action

In Make“Updates an existing customer.”

Changes the details of an existing customer, so an address or contact fixed elsewhere also gets fixed in Visma.

When to use it
a customer updates their billing information in your CRM, and invoices should use the new version.
Watch out
avoid pairing it with Watch Customers on the same record. The update counts as a change and can start the scenario again.
Visma eAccounting23

Update a Draft Invoice

Action

In Make“Updates an existing draft invoice.”

Edits a draft that already exists, before it becomes a final invoice. Useful when the amounts change while the draft waits for review.

When to use it
extra hours are logged in your time tracker after the draft was created, and the draft should reflect them.
Watch out
only drafts can be changed with this module. Final invoices have no update module in the list.
Visma eAccounting24

Update an Article

Action

In Make“Updates an existing article.”

Modifies an article already in Visma, keeping names and descriptions aligned with the catalog you maintain elsewhere.

When to use it
a product is renamed in your online store, and invoices should use the new name from now on.
Watch out
Watch Articles does not react to edits, so the change has to start from the other app, not from Visma.
Visma eAccounting25

Update a Supplier Draft Invoice

Action

In Make“Updates an existing supplier draft invoice.”

Corrects a vendor bill while it is still a draft, so a wrong amount or reference can be fixed before booking.

When to use it
the approver adds a correction in your approval tool, and the draft in Visma should carry it.
Watch out
it works on supplier drafts only. Customer drafts use Update a Draft Invoice instead.
Visma eAccounting26

Search Articles

Search

In Make“Searches for articles or lists them all.”

Finds articles in your Visma catalog, or lists them all, and returns each match as its own bundle.

When to use it
before Create an Article, to check whether an item from your store is already there.
Watch out
a search can return zero, one or many bundles. Add a filter after it, or the next modules run once per result.
Visma eAccounting27

Search Customers

Search

In Make“Searches for customers or lists them all.”

Checks your customer list for a match, or pulls the whole list, which is the easiest way to avoid duplicates.

When to use it
a new deal arrives from your CRM, and you need to know whether that company is already a customer in Visma.
Watch out
zero results is a normal outcome. Plan what happens then, usually Create a Customer on that branch.
Visma eAccounting28

Search Draft Invoices

Search

In Make“Searches for draft invoices or lists them all.”

Lists draft invoices, or finds the ones matching your search, so you can see what is waiting before it goes out.

When to use it
you want a summary of pending drafts sent to the team when someone starts the closing checklist in your project tool.
Watch out
each draft found becomes its own bundle. Group them with an aggregator if you want one message, not one per draft.
Visma eAccounting29

Search Invoices

Search

In Make“Searches for invoices or lists them all.”

Finds existing customer invoices, or lists every one of them, to feed a report or check what was already issued.

When to use it
before Create an Invoice, to make sure an order has not already been invoiced.
Watch out
listing everything can return many bundles, and each module after it runs once per bundle, using operations on your plan.
Visma eAccounting30

Search Supplier Draft Invoices

Search

In Make“Searches for supplier draft invoices or lists them all.”

Brings back the vendor drafts matching your search, or all of them, so nothing waits unnoticed in the approval queue.

When to use it
the finance lead asks for a list of unapproved supplier bills whenever a payment run is prepared.
Watch out
an empty result is possible and normal. Add a filter so the scenario does not send an empty list.
Visma eAccounting31

Search Supplier Invoices

Search

In Make“Searches for supplier invoices or lists them all.”

Looks through final vendor bills, or lists them all, which helps you spot duplicates and prepare payment lists.

When to use it
before Create a Supplier Invoice, to confirm the same bill has not already been entered.
Watch out
several bills may match. Decide which one the next module should use, or it will act on each of them.
Need help

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FAQ

Visma eAccounting and Make: common questions

01Is the Visma eAccounting Make integration free?
Yes, on the Make side. Visma eAccounting is a standard app, so it is available from the Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans lower the interval to 1 minute and allow 40 minutes of execution. Your Visma eAccounting subscription is separate and is not covered here; check the Visma pricing page for it.
02What do you need to connect Visma eAccounting to Make?
You need a Visma eAccounting account and a registration as a Visma partner, which gives you access to the credentials. In the Developer portal, you create an application, enter the callback URI given by Make, and copy the Client ID and Client secret. Then, in Make, you add a Visma module, click Create a connection, and enter those credentials. The connection is saved once and every Visma eAccounting module in your scenarios reuses it.
03Do Visma eAccounting triggers in Make run in real time?
No. All 6 Visma eAccounting triggers are scheduled: Make checks the app on the scenario's schedule and picks up what was created since the last check. A new scenario checks every 15 minutes by default. On a paid plan you can go down to 1 minute between runs; the Free plan keeps a minimum of 15 minutes. There is no instant trigger for this app, so plan your scenario around that short delay.
04What if a Visma eAccounting module is missing in Make?
Use Make an API Call. It is included in the Visma eAccounting app and can call any endpoint of the Visma API with the connection you already have, so it covers objects and operations the 37 ready-made modules do not. You need to read the Visma API documentation to know which endpoint to use. Make also warns that its documentation for this app is AI-generated and may contain mistakes, so check important details with Visma directly.
05Make or n8n for Visma eAccounting?
It depends on the tool your team already knows. On Make, Visma eAccounting comes with 37 ready modules covering invoices, supplier invoices, drafts, customers and articles, plus Make an API Call for the rest. n8n often has a node for the same app, so check its catalog before deciding. Compare how each tool handles connections, scheduling and how you debug a run; the n8n vs Make comparison on this site sets those criteria side by side without picking a winner for you.
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