SyncCloud Managed Integration

Salesforce and Spiris (Visma eAccounting), connected from deal to invoice

For Nordic B2B teams running Salesforce for sales and Spiris, formerly Visma eAccounting, for accounting, where closed opportunities should become customers and invoices without manual entry.

Salesforce

Salesforce is an enterprise CRM platform used by mid-market and large B2B organisations to manage accounts, opportunities, and sales processes at scale.

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Spiris (Visma eAccounting)

Spiris is the current name for Visma eAccounting, the cloud accounting platform used across the Nordics for invoicing, bookkeeping, and financial management.

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Overview

Spiris is the current name for Visma eAccounting, the cloud accounting platform used across the Nordics. When sales runs in Salesforce and the books run in Spiris, the handover between a won opportunity and a raised invoice is usually manual: someone re-keys the customer and the order, and the two systems drift. SyncCloud connects Salesforce and Spiris so that handover is automatic. When an opportunity reaches the stage you choose, the customer and the invoice or order are created in Spiris with the right details mapped, and invoice and payment status flows back to Salesforce. Exelement builds and runs the integration as a managed service, directly against the Spiris (Visma eAccounting) REST API and the Salesforce REST API, so finance and sales work from their own systems without anyone bridging by hand.

What you can do

Use cases

Create Spiris customers and invoices on opportunity close

When an opportunity reaches the stage you choose in Salesforce, SyncCloud creates the customer and the invoice or order in Spiris with the details already mapped, so finance has a complete record without re-keying.

Sync invoice and payment status back to Salesforce

Invoice numbers, amounts, and payment status flow from Spiris back to the right Salesforce account and opportunity, so sales can see whether a customer has paid.

Keep customer details aligned both ways

Customer and account details stay consistent across Salesforce and Spiris, with deduplication so the same customer is not created twice.

Custom sync rules, kept running

You define which records sync, in which direction, and on which trigger. SyncCloud uses near real-time triggers, and Exelement monitors the integration and resolves errors before they accumulate.

The managed service

How SyncCloud works

SyncCloud scopes both data models, builds the field mapping for customers, invoices, and orders, and the trigger logic, tests against test accounts, and goes live. SyncCloud connects to Salesforce through its REST API and to Spiris through the Visma eAccounting REST API, syncs on specific data value changes for near real-time updates, and applies custom sync rules. Exelement runs it as a managed service with monitoring and a named contact.

Setup and requirements

Technical notes

Spiris is the rebranded Visma eAccounting and uses the same eAccounting REST API. SyncCloud connects to it directly and to Salesforce through its REST API, so customers, invoices, and orders are in scope, mapped to your Salesforce objects, with invoice and payment status synced back. Data is encrypted in transit and at rest, and the integration is GDPR compliant. Test accounts on both sides are recommended before implementation.

FAQs

No items found.
Bi-directional · 3–6 weeks setup

Ready to connect Salesforce with Spiris (Visma eAccounting)?

Book a free consultation with our integration team. We'll scope the project and have a proposal ready within a week.

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A Nordic B2B company connected Salesforce to Spiris (Visma eAccounting) through SyncCloud, creating customers and invoices automatically when opportunities close.

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Looking for additional or custom integration methods?

We can customize the integration to work with any additional or custom methods, get in touch with our team to discuss your particular integration needs.

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