Netvisor Integration in Erply

30. oktoober 2026

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Overview

Netvisor-Erply integration supports the following features:

  • Finished sales sync from Erply to Netvisor - as a daily voucher (accounting entry)
  • Open (unpaid) sales sync from Erply to Netvisor as individual documents, to be paid/collected in Netvisor.
  • Payments sync from Netvisor to Erply, to close the invoices on Erply side.

Installation instructions

In Erply, go to Apps > App store.

Change the page URL from “automat-eu.erply.com” to “template-engine-eu10.erply.com”.

Search for “Netvisor” and install the app:

 

Setup instructions

Create Customer ID and Customer key in Netvisor: Company menu > Api identifiers.

  1. Create an identifier with the button "Create new api identifier"
  2. The new identifier appears first in the list. Copy User ID and Key to the respective fields in Erply.
  3. In Erply, click “Save and test” ("Tallenna ja testaa" to verify.

Netvisor support article: https://support.netvisor.fi/en/articles/766837-api-identifiers

Check that Erply integration has the permissions to access data in Netvisor. Go to Company menu > API resource access rights.

  1. Select "Custom integrations" above the search bar.
  2. Search for the integration with the key: 08DA944AEE50A4D8AD4C5C0AE18CA0EF. This will return an integration “Erply Software OÜ / Erply Software Oy”.
  3. Click the toggle "Integration blocked" -> "Integration allowed" to allow the integration to use all resources.

Netvisor support article: https://support.netvisor.fi/en/articles/766836-rights-of-api-resources

 

In Erply, open Apps > Accounting > Netvisor integration. (Sovellukset > Kirjanpito > Netvisor integration)

Fill in three fields: 

  • Asiakastunnus (Customer ID)
  • Y-tunnus
  • Asiakasavain (Customer key)

Click “Save and test” / “Tallenna ja testaa”:

Turn off the old integration.

  1. In Erply, click the old “Netvisor” menu item on the menu bar.
  2. On that page, click “Pysäytä” .

Finally enable the new integration. Click the toggle button to confirm you have turned off the old integration and click “Yhdistä”:

Troubleshooting

If the log indicates error 1060 or 1061, it means missing permissions.

In Erply, go to Settings > User groups. Open a group named “automation-group” (all scheduled tasks run under that group). Make sure that the group has permissions:

  • This user group can access → API, Other apps
  • Invoices: View (all), Edit unconfirmed, Edit confirmed
  • Payments: View (all), Add
  • Customers: View
  • Product catalog: View
  • Locations: View
  • Configuration (Other main modules): for reading and writing the netvisor_* parameters.

Sample of the error message:

Features

1. Daily Sales

  • A single receipt is created for each day.
  • The receipt includes the total amount information from the following:
    • Sales and returns of products - contains summarized information of all sold and returned products with the same bookkeeping number and VAT rate.
    • Payment transactions and refunds - the line includes events summed up by the same payment method.
    • VAT transactions - summed VAT events.
  • Synchronization occurs one hour after the end of the calendar day. The end of the calendar day is linked to the time zone set in the Erply account. The accounting account for each product can be defined in the Erply product card's field 3. Default account settings are configured in the Netvisor integration settings. Accounting account information must match the account data in the Netvisor service.
  • The VAT code for each VAT rate is specified in the Erply VAT settings under "Corresponding VAT code in the accounting software." The default VAT code can be set in integration settings. The VAT code designated for VAT rates must match the VAT codes in the Netvisor service.
  • Payment account numbers are specified in the Erply Netvisor settings. The account numbers must match the account numbers in the Netvisor service.
  • The VAT account number is specified in the Erply Netvisor settings. The account number must match the account numbers in the Netvisor service.

Limitations:

  • Only sales and returns with the status "paid" and "returned" are included in the transmitted data. Partially paid sales are not included in the transmissions.
  • Sales and returns with a past date are not included in the transmissions.
  • Sales and returns with a future date are not included in the transmissions.
  • Supported currency is Euro; other currencies are not supported in the integration.
  • The maximum number of sales transactions is 250 transactions per day.

2. Invoices

Features:

  • Open invoices (invoice - shipping list, payment status open) are sent to the Netvisor service with the status unpaid invoice.
  • Customer data is searched in the Netvisor service; if not found, the customer relationship is established in Netvisor. The search is based on the Erply customer number.
  • Both individual and business customer data can be used.
  • The integration supports the following payer information:
    • Payer's address is sent to Netvisor if the address information is specified.
    • Customer's email is sent to Netvisor if the email address is specified.
    • E-invoicing information is sent to Netvisor if the information is specified. The customer card must have "E-invoicing account" and "E-invoicing operator" defined.
  • Invoice payment status information is transmitted between services. Different currencies are supported. The accounting account for each product can be defined in the Erply product card's field 3. Default account settings are configured in the Erply Netvisor settings. Accounting account information must match the account data in the Netvisor service.
  • The VAT code for each VAT rate is specified in the Erply VAT settings under "Corresponding VAT code in the accounting software." The default VAT code is set in the Erply Netvisor settings. The VAT code designated for VAT rates must match the VAT codes in the Netvisor service.

Limitations:

  • Only invoices with a payment status of "open" are sent to Netvisor. Partially paid invoices are not sent.
  • Product information is not synchronized with Netvisor. Instead, product information is sent in the invoice but does not synchronize with product data in Netvisor.
  • Shipping information is not synchronized with Netvisor.
  • Company contact person information is not sent to Netvisor.
  • Information about the location and cash register is not sent to Netvisor.
  • Invoices with a past date are not sent to Netvisor.

3. Payment Status Transfer

Features:

  • When an invoice sent to Netvisor is paid, the payment information is transferred from the Netvisor service to Erply and linked to the respective invoice.
  • Linking is done based on the invoice number.
  • Partial payments and multiple payment transactions per invoice are supported.
  • The invoice payment information is attached with the status "isPaidInNetvisor."

Limitations:

  • Payment information with a past date cannot be utilized.
  • Euro is the supported currency; other currencies are not supported.
  • The maximum number of open sales transactions is 25 transactions per day.