The following guide will show you how to set up the Evolution - Visma Lønn workflow template for a new customer.
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: Adding 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:
You will also need to add the “Filehub” app, which is used for sending change reports via SecureShare email. No credentials are needed to register the Filehub app.
Step 3: Set up the workflow(s)
Now that the applications are added, we can go ahead and create the workflows. We will be using the ready-made workflow template for the Evolution - Visma Lønn integration.
Head over to the Workflows section, and click the + icon to add a new workflow.
Select “From Template”:
Select the Evolution - Visma Lønn template called “Create/Update Employees” in the template list:
