Salesforce Visma Business Integration

Overview

Visma Business is an on-premises ERP, and that shapes the whole integration. Salesforce lives in the cloud; Visma Business runs inside your network. Connecting them is not a matter of pointing two cloud APIs at each other, which is why generic cloud integration tools struggle to reach Visma Business at all. The result is manual work between sales in Salesforce and finance and operations in Visma Business: customers re-keyed, orders and invoices reconciled by hand, and data that drifts between the two. SyncCloud connects Salesforce to on-premises Visma Business through a secure component inside your network, and runs the integration as a managed service. Customers, orders, and invoice data move in the directions you define, so Salesforce reflects the commercial reality in the ERP without anyone copying records between systems.

What you can do

Use cases

Bring ERP customers and orders into Salesforce

Customer records and orders from Visma Business flow into Salesforce, so sales works from the same commercial picture finance sees, without manual exports.

Surface invoice and payment status on the account

Invoice and payment status from Visma Business appears on the right Salesforce account and opportunity, so teams know whether a customer has paid without opening the ERP.

Connect an on-premises ERP without exposing it

A secure outbound connection from inside your network reaches Visma Business without opening inbound firewall rules or exposing the server, so the ERP stays where it is.

Managed, monitored, and secure

SyncCloud monitors the integration, handles retries and errors, and keeps it running as both systems change. Data is encrypted in transit and at rest, and the integration is GDPR compliant.

The managed service

How SyncCloud works

Connecting to Visma Business uses a component installed on-premises in your environment, which establishes a secure outbound connection so no inbound firewall rules are needed. That installation is handled together with your IT team during setup. SyncCloud then scopes both data models, builds the field mapping and error handling, tests against non-production environments, and goes live. Exelement runs the integration as a managed service, monitoring it and resolving errors, with a named contact.

Setup and requirements

Technical notes

Visma Business runs on-premises, so the integration uses a component installed within your network that establishes a secure outbound connection, rather than a cloud-to-cloud API link. SyncCloud connects Salesforce through its REST API and Visma Business through the on-premises component, so customers, orders, and invoice data are in scope, mapped to your Salesforce objects. Data is encrypted in transit and at rest, and the integration is GDPR compliant. The on-premises setup is scoped with your IT team before implementation.

Bi-directional · 3–6 weeks setup

Ready to connect Salesforce with Visma Business?

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 manufacturer connected Salesforce to its on-premises Visma Business ERP through SyncCloud, surfacing order and invoice data on the account without manual reconciliation.

What our clients are saying.

“We can finally trigger personalized engagement campaigns based on CRM changes, not just marketing activities – improving our campaigns for onboarding, cross-sell, up-sell and re-engagement.”

“Lead follow-ups that used to take days now happen within minutes, thanks to seamless handoff between marketing and sales.”

“Exelement always have great solutions and quick help when it comes to HubSpot sales processes and automation!
The service is on top!”

“Since integrating our CRM and marketing automation, we've achieved accuracy in campaign ROI reporting—finally making data-driven budget decisions.”

“Our sales team now sees the entire buyer journey—email clicks, page views, webinar attendance—leading to a 30% higher conversion rate from MQL to SQL.”

“With marketing activity tracking in our CRM, our sales reps are 40% more likely to engage with leads at the right moment.”

“Lead scoring is finally aligned between teams, and it's increased qualified lead velocity by 35%.”

“We now see campaign performance right inside our CRM, reducing reporting time by 70%."”

“We’ve gone from siloed metrics to unified funnel reporting, which improved our forecasting accuracy significantly”

“Integration brought our sales and marketing teams together—now we actually share the same pipeline goals and KPIs.”

“We've automated lead stages and reduced manual processing time by over 50%.”

“Personalization got a serious upgrade—using up to date CRM data, we increased email engagement by 60%.”

Featured case study

Salesforce and Visma Business, connected across cloud and on-premises