Setting up the Visma e-conomic integration

Before you get started 

In June 2023 Visma e-conomic updated their pricing plan to only allow integrations for customers that have the "Plus" package or higher. If you are on a lower package the integration will no longer be usable until you do one of the following things:

• Upgrade your Visma e-conomic.

• Use the Pleo CSV download option and upload that manually to e-conomic.

If you integrate whilst on a lower package than "plus" it will connect but exporting will fail with this error:

Set up your accounts in e-conomic

1. Log into e-conomic

2. Go to All settings

3. Go to Chart of Accounts and create a New account (Balance sheet) called Pleo.

4. Go to Journals and create a New Journal.
   
   

Connect e-conomic and Pleo

1. In the Pleo web all, click on Settings.

2. Click on Accounting.

3. Select Visma e-conomic from the available options.

4. Select your type of e-conomic agreement and press Connect.

5. Make sure that agreement number is correct and click on Add app.

6. Once connected, enter the account number and journal (that you already created in e-conomic) into the Pleo settings.
   
   

What data is synced between Pleo and e-conomic?

• Departments (afdelinger) in e-conomic are reflected in Pleo tags. When you set up your tags after enabling the integration, you'll find that the drop-down menu in Pleo automatically reflects your departments in e-conomic. NOTE: Dimensions created in e-conomic will not be synced to Pleo. 

• What about the projects module? Click here to find out how the projects module in e-conomic works with Pleo.

What's next?

• Set up your tax codes

• Set up your categories

• Set up your tags

• How to export expenses from Pleo

  
  

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