The following guide will show you how to set up the Evolution - Visma Lønn workflow template for a new customer.
If the customer wishes to integrate multiple companies in Visma Lønn, then a separate Visma Lønn app and a separate workflow needs to be set up for each company (i.e. repeat step 2 and 3 for each company).
| Page Tree |
|---|
Step 1: Ask the customer to create a Canvas account
The customer will need to register a Canvas account which the integration can be set up on.
Please recommend to the customer that they enable 2-factor authentication to secure their account.
When the customer has created a Canvas account please contact support@connectmyapps.com, so that we can enable you to manage their account.
Step 2:
...
Add the applications
After completing step 1 you will be able to see the client account in the Client section:
...
Click the Manage button to take control of the client account. This lets you make changes to the account settings, to see the apps and workflows registered on the account, and to make changes in their settings.
In the Applications section, register an Evolution app, and one or more Visma Lønn apps, as shown in these guides:
...
Head over to the Workflows section, and click the + icon to add a new workflow.
Select “From Template”:
...
A) Select the template
Select the Evolution - Visma Lønn template called “Create/Update Employees” in the template list:
...
...
B) Select which registered apps to use
In the next step you will be asked to select which apps registered in the account you want to use for the workflow you are setting up.
| Note |
|---|
If there are many similar apps (for example, many Visma Lønn companies) registered in the account, be careful to select the correct app. |
...
C) Configure the blocks
...