Setup guide

How to start

To begin with the configuration, you first have to add the Proper app within the marketplace in e-conomic. After clicking on 'Add app', you will find your agreementGrantToken in the URL of the webpage you are shown. Afterwards, you are ready to make the API call to create and configure the Visma e-conomic integration.

The full API request can be found in our API reference (opens in a new tab). This guide explains the different settings in more detail. If you need assistance, our experts are always ready to help.

General settings

To start the setup, you provide the agreementGrantToken you got when you added the Proper app in e-conomic. You can then go ahead and decide if you already want to set the integration to active or not. If you provide all the necessary information on the same call, you can activate it immediately. Otherwise, you can start the setup and activate the integration later. By setting active to false, you can also pause the integration whenever needed.

It is also required to define the layoutNumber and paymentTermsNumber. The layout you choose will be applied to the invoices created through the integration in e-conomic. As Proper sends the invoices for you, the invoices in e-conomic are only used for your accounting needs, so it is up to you which layout you want to go with. The standard layout is 'DK. std. m. bankoplys'. You can find the number for the corresponding layout using the get layouts call (opens in a new tab) in the e-conomic API. The payment terms choice is similar: What you choose here is not what we will use for the invoices that are sent to your customers. We advise you to set the payment terms that you use most frequently. The numbers for your payment terms are also available through the e-conomic API under the get payment terms request (opens in a new tab).

Furthermore, you have the option to enable accrual if you have the accrual module installed in your e-conomic account. When accrual is enabled and you, for example, charge a customer 300€ for a quarterly subscription on January 1st, accrual accounting would record 100€ in revenue each month (January, February, and March), even if the customer paid the full 300€ upfront. This matches the revenue to the time period when the service or product is provided.

Lastly, you specify which bank accounts in e-conomic should be used for payments in the respective currency and the preferred journal.

    "agreementGrantToken": "************",
    "active": true,
    "layoutNumber": 1,
    "paymentTermsNumber": 1,
    "accrualEnabled": true,
    "bankAccountNumbers": {
        "EUR": 5820,
        "DKK": 5821
        },
    "journalNumber": 1,
    "registerExternalPayments": false,

Customer mapping

When you have an existing customer number in e-conomic, you can map the customer number to the right customer in Proper using the code below. If no number is provided, Proper will automatically create a new customer in your e-conomic. The customer group that should be assigned to newly created customers can be associated in the field defaultCustomerGroup.

  "customerGroupMappings": {
        "defaultCustomerGroup": 1
      },
  "customers": [
    {
      "customerId": "<customerId>",
      "customerNumber": 12
    }
  ]

Product mapping

For all the products you charge your customers through Proper, you can define the corresponding product in e-conomic using the call below. The combination of product and taxRate is mapped to a product in e-conomic. To match the setup you have in e-conomic, you can map the same product multiple times combined with different tax rates. Simply add another mapping for the same product combined with every tax rate you use. For example: A company sells their software in Denmark and in Germany. Then they map the software-product they created on Proper twice, once with a tax rate of 25% for Denmark and once with a tax rate of 19% for Germany.

You can also choose whether to enable accrual for each product. If accrual is turned on, the revenue from that product will be spread over the time it’s provided, instead of being recorded all at once when it's charged. For example, if a product is used in September but paid for on October 1st, the revenue will count for September if accrual is enabled. If it's disabled, the revenue will be recorded in October.

  "products": [
  {
    "productId": "<productId>",
    "accrualEnabled": true,
    "taxRateMappings": [
      {
        "taxRateId": "<taxRateId>"",
        "productNumber": 3
      }
    ]
  }
]

VAT zone mapping

When creating an invoice in e-conomic, we automatically set the VAT zone of the customer based on their legal entity type and region. You only need to map the VAT zones that you currently do business in, by defining which VAT zone should be set for each entity type (company or individual) in a certain region. For example, you map the region DK to the legal entity Company to the VAT zone Domestic which has the number 1. Then all your customers that are a company and based in Denmark will be mapped to this VAT zone.

  "vatZoneMappings": {
      "mappings": [
        {
          "region": "DK",
          "legalEntity": "Company",
          "vatZone": 1
        }
      ]
    }

All VAT zone numbers from e-conomic can be found in the list below.