Exelement SyncCloud

a fully managed integration platform as a service solution (managed iPaaS)

Integrate 

Visma

 with 

Microsoft Dynamics CRM

With our fully managed integration platform as a service, we can help you get your integration up and running fast, securely, and accurately.

We manage the whole process from A-Z, your integration runs in our cloud, and you don't need to host or manage any code or integration apps.

Visma

Microsoft Dynamics CRM

250+ applications
get your integration up and running today

Book a free consultation to get a quote

What is Exelement SyncCloud?

Integrate, exchange, migrate and replicate data between your platforms in no time.

300+ integration connectors to popular apps and services

Rapid custom API connector development, including for your on-prem systems

Fully managed integration platform as a service (iPaaS)

How to Integrate 

Visma

 with 

Microsoft Dynamics CRM

Sharing your data between systems is as easy as one two three.

Account setup

Based on your integration needs, we set up a new account and enable the integration connectors needed to build the integration,

Visma
 and 
Microsoft Dynamics CRM

, plus others if needed.


If you require endpoints that is currently not available in SyncCloud, or if you require a new connector, we will, build modify existing, or build the new custom connector for you and add it to your account.

01
02

Integration implementation and launch

Before we build the integration, we will do a quick health check in your 

Visma

 instance and suggest any changes needed to make the integration work seamlessly.


Based on your requirements, our Data Integration Services Team builds your integration and launches it in an efficient and quick turnaround time. We work with your internal teams to ensure correct field mapping, data synchronization logic, integration frequency, and any custom requirements are met.

Based on your integration complexity, custom logic and any other specific requirements, the time to setup your specific integration can vary. We recommend starting simple and then add on more connections.

Continuous support throughout the lifecycle.

After the launch we will monitor the integration closely for two weeks, and after that we’ll hand over to continuous support. If you need any tweaks or simple changes, just reach out and ask and we’ll set it up for you.

For major changes or updates to your integration, we’ll scope the work together to minimize impact on your production systems.  

03

Pricing

Select your currency

free 14 day trial

$
0

2 System Connectors

2 Connected API Endpoints

100 transactions /mo

24 hour max sync frequency

Additional transactions
Additional system connectors
Additional connected API endpoints
Error notification webhooks
Custom fields value transformation
CSV import/export
Cross-reference unique ID storage
Custom connector development

Sync

$
469
month
paid annually, or $529 paid monthly
+
One-time custom setup fee

2 System Connectors

3 Connected API endpoints

50,000 included transactions /mo

15 minutes max sync frequency

$149 for 50,000 additional transactions /mo

$99 per additional system connector

$175 for up to 5 additional connected API endpoints

Error notification webhooks

Custom fields value transformation
CSV import/export
Cross-reference unique ID storage
Custom connector development

advanced

$
879
month
paid annually, or $949 paid monthly
+
One-time custom setup fee

3 System Connectors

6 Connected API endpoints

75,000 included transactions /mo

5 minutes max sync frequency

$149 for 50,000 additional transactions /mo

$99 per additional system connector

$175 for up to 5 additional connected API endpoints

Error notification webhooks

Custom fields value transformation

CSV import/export
Cross-reference unique ID storage
Custom connector development, priced individually

ENTERPRISE

Custom
priced individually

Up to 10 System Connectors

Up to 30 connected API endpoints

500,000 included transactions /mo

1 minute max sync frequency

$299 for 150,000 additional transactions /mo

$99 per additional system connector

$175 for up to 5 additional connected API endpoints

Error notification webhooks

Custom fields value transformation

CSV import/export
Cross-reference unique ID storage
Custom connector development, priced individually

free 14 days trial

sek
0

2 System Connectors

2 Connected API Endpoints

100 transaction /mo

24 hour max sync frequency

Additional transactions
Additional system connectors
Additional connected API endpoints
Error notification webhooks
Custom fields value transformation
CSV import/export
Cross-reference unique ID storage
Custom connector development

Sync

sek
3999
month
paid annually, or sek 4499 paid monthly
+
One-time custom setup fee

2 System Connectors

3 Connected API endpoints

50,000 included transactions /mo

15 minutes max sync frequency

sek 1249 for 50,000 additional transactions /mo

sek 890 per additional system connector

sek 1499 for up to 5 additional connected API endpoints

Error notification webhooks

Custom fields value transformation
CSV import/export
Cross-reference unique ID storage
Custom connector development

advanced

sek
7499
month
paid annually, or sek 7999 paid monthly
+
One-time custom setup fee

3 System Connectors

6 Connected API endpoints

75,000 included transactions /mo

5 minutes max sync frequency

sek 1249 for 50,000 additional transactions /mo

sek 890 per additional system connector

sek 1499 for up to 5 additional connected API endpoints

Error notification webhooks

Custom fields value transformation

CSV import/export
Cross-reference unique ID storage
Custom connector development, priced individually

ENTERPRISE

Custom
priced individually

Up to 10 System Connectors

Up to 30 connected API endpoints

500,000 included transactions /mo

1 minute max sync frequency

sek 1990 for 150,000 additional transactions /mo

$89 per additional system connector

sek 1499 for up to 5 additional connected API endpoints

Error notification webhooks

Custom fields value transformation

CSV import/export
Cross-reference unique ID storage
Custom connector development, priced individually

free 14 days trial

0

2 System Connectors

2 Connected API Endpoints

100 transaction /mo

24 hour max sync frequency

Additional transactions
Additional system connectors
Additional connected API endpoints
Error notification webhooks
Custom fields value transformation
CSV import/export
Cross-reference unique ID storage
Custom connector development

Sync

399
month
paid annually, or €449 paid monthly
+
One-time custom setup fee

2 System Connectors

3 Connected API endpoints

50,000 included transactions /mo

15 minutes max sync frequency

€125 for 50,000 additional transactions /mo

€89 per additional system connector

€149 for up to 5 additional connected API endpoints

Error notification webhooks

Custom fields value transformation
CSV import/export
Cross-reference unique ID storage
Custom connector development

advanced

749
month
paid annually, or €799 paid monthly
+
One-time custom setup fee

3 System Connectors

6 Connected API endpoints

75,000 included transactions /mo

5 minutes max sync frequency

€125 for 50,000 additional transactions /mo

€89 per additional system connector

€149 for up to 5 additional connected API endpoints

Error notification webhooks

Custom fields value transformation

CSV import/export
Cross-reference unique ID storage
Custom connector development, priced individually

ENTERPRISE

Custom
priced individually

Up to 10 System Connectors

Up to 30 connected API endpoints

500,000 included transactions /mo

1 minute max sync frequency

€199 for 150,000 additional transactions /mo

€89 per additional system connector

€149 for up to 5 additional connected API endpoints

Error notification webhooks

Custom fields value transformation

CSV import/export
Cross-reference unique ID storage
Custom connector development, priced individually
get your integration up and running today

Book a free consultation to get a quote

INTEGRATE EVERYTHING

Available integration methods

e-conomic

Tripletex

eAccounting

Visma.net ERP

Visma.net Payroll

Dinero

Route Optimization

Visma.net Employee

Visma.net HRM & Payroll

Contacts

  • Get Contact(s) By Email Address: Gets all matching contacts from Dynamics by email address.
  • Update Contact: Updates a contact.
  • List Updated Contacts: Gets updated contacts in Dynamics since the last time the process was run in this Cycle.
  • Get Contact: Gets a contact from Dynamics by ID.
  • Delete Contact: Deletes a contact.
  • List Contacts: Gets a list of all contacts in Dynamics.
  • List New and Updated Contacts: Gets the new and updated contacts added to Dynamics since the last time the process was run in this Cycle.
  • List New Contacts: Gets the new contacts added to Dynamics since the last time the process was run in this Cycle.
  • Create Contact: Creates a new contact.

Campaign Responses

  • Delete Campaign Response: Delete a campaign response.
  • Update Campaign Response: Update a campaign response that is bound to a campaign.
  • Get Campaign Response: Get a campaign response.
  • Link Contact to Campaign Response: Link a contact to a campaign response.
  • Create Campaign Response: Create a campaign response that is bound to a campaign.
  • List Campaign Responses: List campaign responses.

Leads

  • Get Lead: Gets a lead from Dynamics by ID.
  • List Leads: Get leads.
  • List New Leads: Get new leads.
  • List Updated Leads: Get updated leads.
  • Create Lead: Create a new lead.
  • Delete Lead: Deletes a lead.
  • Update Lead: Update a lead.
  • List Leads By Email Address: Gets all matching leads from Dynamics by email address.

Campaigns

  • List Campaigns: Gets all campaigns in Dynamics.
  • Get Campaign By Name: Gets a campaign by name. Leaves through the True Exit if found, else through the False Exit. If multiple matches are found, only the first is returned.
  • Update Campaign: Update an existing campaign.
  • Create Campaign: Create a campaign.
  • Get Campaign: Gets a campaign from Dynamics by ID.
  • Delete Campaign: Delete a campaign.

Accounts

  • Delete Account: Deletes an account.
  • List Updated Accounts: Gets the updated accounts added to Dynamics since the last time the process was run in this Cycle.
  • List Accounts By Email: Gets all accounts that match the specified email address.
  • List New and Updated Accounts: Gets the new and updated accounts added to Dynamics since the last time the process was run in this Cycle.
  • List New Accounts: Gets the new accounts added to Dynamics since the last time the process was run in this Cycle.
  • Get Account By Email (First Match): Gets the first matching account for the specified email address.
  • Update Account: Update an existing account.
  • Get Account: Get an account specified by its ID.
  • List Accounts: Gets a list of all accounts in Dynamics.
  • Create Account: Create an account.

Roles

  • List Roles: Gets a list of all roles.
  • List Roles: Gets a list of all roles.

Dynamic Marketing Lists

  • List Dynamic List's Accounts: Get Accounts of a dynamic marketing lead list.
  • List Dynamic Lists: Get dynamic marketing lists.
  • List Dynamic Lead Lists: Get dynamic marketing lists.
  • List Dynamic List's Contacts: Get Contacts of a dynamic marketing list.
  • List New Dynamic Lists: Gets the new dynamic marketing lists since last run.
  • List Updated Dynamic Lists: Gets the updated dynamic marketing lists since last run.
  • List Dynamic List's Leads: Get Contacts of a dynamic marketing lead list.

Static Marketing Lists

  • List Static Lead Lists: Get static marketing lists.
  • List Static List's Accounts: Get static list's accounts.
  • List Static List's Leads: Get static lead list contacts.
  • Add Member(s) to Static List: Adds Members to a Static Marketing List.
  • List Static List's Contacts: Get static list contacts.
  • List Static Lists: Get static marketing lists.
  • Remove Member(s) from Static List: Removes Members from a Static Marketing List.

Opportunities

  • Get Opportunity: Gets the opportunity specified by ID.
  • List New Opportunities: Gets a list opportunities created since the last run.
  • List Updated Opportunities: Gets a list opportunities updated since the last run.
  • List Opportunities: Gets a list of all opportunities in Dynamics.
  • Get Opportunity By Email (First Match): Gets the first matching opportunity for the specified email address.
  • List Opportunities By Email: Gets all opportunities that match the specified email address.
  • List New And Updated Opportunities: Gets a list opportunities created or updated since the last run.

Marketing Lists

  • List Updated Marketing Lists: Gets the updated marketing lists since last run.
  • List Marketing Lists: Gets the Marketing Lists.
  • Get Marketing List By Name: Gets a Marketing List from Dynamics by name.
  • List New Marketing Lists: Gets the Marketing Lists added since the last run date.
  • Get Marketing List: Gets a Marketing List from Dynamics by ID.
  • Create New Marketing List: Creates a new mailing list.

Products

  • List Updated Products: Gets a list of all products in Dynamics updated since the last run time.
  • List New Products: Gets a list of all products in Dynamics added since the last run time.
  • Get Product: Gets a Product from Dynamics by ID.
  • List New And Updated Products: Gets a list of all products in Dynamics added or updated since the last run time.
  • List Products: Gets a list of all products in Dynamics.

System Users

  • List System Users: Gets a list of all system users in Dynamics.
  • Get System User: Gets a system user from Dynamics by ID.

Fields

  • Get Entity Fields (List Objects): Get fields of a List object (for example contacts - as opposed to contact).
  • Get Entity Fields: Get a single entity (e.g. contact)'s fields. Can be used to map additional data that is not currently mapped in a method.

Tasks

  • Create Task: Creates a new task for the specified contact.

Teams

  • List Teams: Gets a list of all teams.

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.

Book a free consultation

Secure Data Movement From Point A to B,
In Weeks Not Months

GDPR Compliant

We take GDPR seriously and design everything with security first.

IP Whitelisting

Exelement's SyncCloud sends and receives requests from static IP address which you could whitelist in your system's API.

SSL everywhere

We always use SSL when customer systems connect to Exelement SyncCloud or third party APIs such that data is encrypted on the way in to and out of the Exelement SyncCloud application. Whilst in the Exelement SyncCloud application environment all data is encrypted.

Untangle your IT team

By building and running your system integrations on Exelement SyncCloud, you get to free up your IT team from building, managing and hosting your marketing and sales integrations. We know how busy internal IT teams can be, sometimes small marketing and sales projects would take forever to be delivered and get tangled with internal resources and skillset planning, DevOps and security limitations. Why tangle your IT team while you can launch your integrations faster and in isolation from your internal IT systems?

Physical Access Controls

Exelement's SyncCloud application runs in secure data centres operated by Amazon Web Services. Amazon Web Services policy in regards to Physical Access is as follows: Physical data centre access is granted only to approved employees and third parties. Such individuals who need data centre access must first apply for access and provide a valid business justification. These requests are granted based on the principle of least privilege, where requests must specify to which layer of the data centre the individual needs access, and are time-bound.  Requests are reviewed and approved by authorized personnel, and access is revoked after the requested time expires. Once granted admittance, individuals are restricted to areas specified in their permissions.
Ready to launch your next integration?

Get your integration up and running today

Book a free consultation

Some of our clients