Quick Start Guide

Get Started

Our developer-friendly APIs are designed to be seamlessly integrated into your product. To ensure a smooth onboarding experience, we provide comprehensive API documentation, FAQs, a rich collection of code examples, SDKs, and developer support via Slack or e-mail.

How to onboard?

• Visma Company: We offer self-sign-up for Visma email holders, where you can set up a project from the Development Portal as described in the Quick Start Guide below.

Quick Start Guide for Visma companies

Note

Self sign up and access to the portal requires a Visma e-mail. Contact us or write us on our Visma slack channel and we can provide you with a token, which you can use to access our API.

1. Choose Your Environment and Access the Portal:
   • Staging (https://portal.stag.vml.visma.ai/): Use for development and testing
   • Production (https://portal.vml.visma.ai/): Use for live workloads only
   • Important: Projects in staging and production are separate - you'll need to set up projects in both environments
2. Create a Project:
   • Sign up and create a project in your chosen environment
   • Use a clear project name (e.g., your product name)
   • Note: If you plan to go live, you'll eventually need to create a matching project in production
3. Obtain Your API Token:
   • You'll be asked to create a token when you first create a project
   • Alternatively, go to the Tokens section in the Portal sidebar to generate tokens
   • For detailed authentication information, see the Authentication guide
   • Security: Never share your API tokens; treat them like passwords
4. Optional: Add Team Members:
   • Manage project access by adding team members in the Users section
5. Find Your API Endpoints:
   • See the Endpoints page for your API URLs
   • Staging endpoints: Use for all development work
   • Production endpoints: Use only for live customer data
6. Explore SDKs and API Guides:
   • SDK Documentation: Quick setup for your language
   • Smartscan Guide: For invoice/receipt processing
   • Autosuggest Guide: For transaction workflows
7. Test Thoroughly in Staging:
   • Validate your integration fully in the staging environment
   • Use test data to ensure everything works as expected
   • Review API documentation for available endpoints and parameters
8. Move to Production:
   • Once satisfied with staging tests, create a project in production
   • Use production endpoints and tokens for live workloads
   • Always test new features in staging first before rolling out to production

Need help? Find our contact information in the Support section.