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Visma Nmbrs File Export

The following is not an integration, but a guide to export employee master data from Emply, and manually import it in Visma Nmbrs.

Set up master data form

  1. Go to Settings+Forms and then choose the existing master data form...

    visma1_en.png

    Or click on New form

    visma2_en.png
  2. Make sure to add the following elements to the master data form, so it can be added to the export file:

    • Debiteurnr

    • Bedrijfnr

    • CodeBepTd

    • VolgnrInverh

  3. When the element is added, make sure to go to Settings+Versions and click on Enable Versions

    vismanmbrs1.png

    Note

    You have to manually add the data to the employees, in order for it to be automatically filled in when the file is exported.

Set up export file

  1. Go to Settings > Integrations > Export > click on + New export and select Excel/CSV.

    visma4_en.png
    visma5_en.png
  2. Give the export file a fitting title, and choose whether you want the export file to be in Excel or CSV.

    vismanmbrs2.png
  3. Under Formats, set Date to ‘DD/MM/YYYY’ format.

    vismanmbrs3.png
  4. Below is an example of how an export file is set up:

    vismanmbrs4.png
  5. Once the export file is done, click Save

Export the file

  1. Go to Employees and select multiple employees. Click on bulk select > click on Export

    vismanmbrs6.png
  2. Click on bulk select and then the three bars from the main menu to Export

    visma10_en.png
  3. Choose the export file and click Export

    vismanmbrs7.png
  4. Once the export file is downloaded, open it and make sure to rename the tab so it is called "Werknemers."

    . vismanmbrs9.png

    Note

    For more information about how to import employees, please read Visma Nmbrs' article Importing employees

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