Visma Spiris + FDT / Smart - File based
Everything you need to connect Visma Spiris and FDT / Smart - File based: how to connect, which data moves, which settings there are and what to do when something goes wrong.
1. Getting started
Prepare both systems first, then connect them in Junipeer.
- about 5 minutes
Prepare Visma Spiris
- Click Connect to Visma eEkonomi
- Log in to Visma
- Choose the company
- Allow access
Prepare FDT / Smart - File based
Have your login details for this system ready. The full instructions show what Junipeer needs.
Full instructionsConnect and test
Enter the details in Junipeer, switch on the flows you need and test with one order before you go live.
Getting started with Junipeer
2. Settings
The settings you see in Junipeer, in plain words. Open one to read more. The key is the technical name.
You don't need to read them all
In Junipeer every setting has a ? that opens the same explanation next to the form, right when you need it. With the Junipeer MCP your AI assistant can also propose the settings from your own data.
How the Junipeer MCP worksSettings for Visma Spiris (15)
| Setting | What it controls | Key |
|---|---|---|
| Add shipping fee as an Order Line | Decide whether the shipping fee should be added as an order line in Visma. | visma_add_shipping_on_order_rows |
| Article Label/Group to sync | Choose which products in Visma are synced to your webshop. | visma_article_label_to_sync |
| Create missing Products | All products on an order must exist in Visma before the order can be created. | visma_order_create_missing_products |
| Default (Shipping fee) Article number in Visma | Enter the Visma article number to use for the shipping fee line on orders. | visma_default_shipment_article_no |
| Default Currency on Visma products | Enter the currency code used on your products in Visma, for example SEK , EUR or USD . | visma_default_currency |
| Default Delivery Method | Choose the delivery method to use in Visma when no mapped delivery method is found. | visma_default_delivery_method_code |
| Default Terms of Payment in Visma | Choose the terms of payment that Junipeer sets on customers in Visma. | visma_default_payment_terms |
| Default Unit | Choose the unit that products get when Junipeer creates missing products in Visma. | visma_default_unit |
Show all 15 settings
| Setting | What it controls | Key |
|---|---|---|
| Include non Stock Items from Visma | Decide whether articles marked as non stock items in Visma should be included when stock and quantities are synced to your webshop. | visma_include_non_stock_items |
| Map Shipping methods | Connect the shipping methods in your webshop with the delivery methods in Visma. | visma_map_shipping_methods |
| Map Vat rates | Connect VAT rates with the VAT rates in Visma. | visma_map_vat |
| Match shipping methods by name | Decide whether shipping methods should be matched by name. | visma_match_shipping_methods_by_name |
| Shipping fee map | Use a different Visma article number for the shipping fee depending on the shipping method. | visma_shipment_article_no |
| Update Visma Customers | Decide whether customers that already exist in Visma should be updated. | visma_update_customers |
| Update customer information in Visma | Decide whether the customer in Visma should be updated each time one of their orders is sent to Visma. | visma_update_customer_when_order_is_synced |
Settings for FDT / Smart - File based (7)
| Setting | What it controls | Key |
|---|---|---|
| FTP Host | Enter the host of the FTP server, for example example.com or an IP address such as 200.121.211.131 . | fdt_ftp_host |
| Host Key | Enter the server's public SSH key (for example ssh-ed25519 AAAA... | fdt_ftp_host_key |
| Map Payment methods | Connect the payment methods in your webshop with the payment method sent on the order. | fdt_map_payment_methods |
| Password | Enter the password used to log in to the FTP/SFTP server. | fdt_ftp_password |
| Port | Enter the SFTP port. Leave empty to use port 22 . | fdt_ftp_port |
| Shipping Article Number | Enter the article number that the shipping row on an order is sent as. | fdt_shipping_article_nr |
| Username | Enter the username used to log in to the FTP/SFTP server. | fdt_ftp_username |
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