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FAQ Integration: Visma Core

Hanne Herseth avatar
Written by Hanne Herseth
Updated over 2 weeks ago

Gather everything you need in one place, automatically.

Synchronize your important KPIs with Visma. Use SalesScreen to track and celebrate the actions that make your team pick up the phone, book more meetings, convert more prospects into opportunities, and drive growth. Our integration takes your team's most important activities and pulls them into the SalesScreen platform so you can gamify, compete, and motivate your teams to goal.

  • Gamify Visma activities like sales, commissions, signed tasks and more

  • Gain a holistic view of how your team is tracking to goal with easy-to-read dashboards

  • Celebrate wins and recognize milestones in the feed that highlight all activities in the platform


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​FAQ:

  • Synced every five minutes

  • Supports sales, commission, inspections, new publications and signed tasks (values are without MVA)

  • Syncs users

  • To filter teams and departments - use ID

Authentication:

We need the following to help you with the setup:

  • Client ID (request from visma support)

  • Client Secret: (request from visma support)

  • Domain URL (request from visma support)

  • Comission accounts (by the real estate agent, their finance department usually know)


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