Convert reports and budgets from Visma Business to Business NXT

You can convert report and budget templates from Visma Business to Business NXT and the Business NXT Live integration.

This is how you convert the reports:

 

  1. Stand in the client that has the Visma Business integration
  2. Go to the Reporting or Budgeting module.
  3. Mark one or more reports you want to convert.
  4. Click the Convert to button and select integration from the drop-down list.
  5. The reports are downloaded and placed in your download folder.
  6. Go to the client that has the Business NXT integration.
  7. Go to the Reporting or Budgeting module.
  8. Click the Upload button and select the downloaded report templates.
  9. The templates are now converted.