Visma Fivaldi

This guide is for the integration with the Visma Fivaldi software.

Guide for setting up the Fivaldi API

The integration between StatBun and Fivaldi is enabled using the partner user credentials in Visma Fivaldi. The setup of the integration must be performed by the Fivaldi administrator.

Instructions for enabling the integration in Visma Fivaldi are available on the Visma Fivaldi website (in Finnish only), in the guide "Fivaldi integraatiot" (link opens in a new tab).

If you experience issues when setting up the API service, please contact Visma Fivaldi's support team directly for assistance. You can find their contact details on Fivaldi's support page (in Finnish) here: Fivaldi Tuki.

API permissions required for StatBun integration

You can find the permissions required for the StatBun integration from Visma Fivaldi's website article (in Finnish): StatBun integraatio.

After the integration is set up

Once the integration is enabled and the necessary permissions have been granted in Fivaldi, follow these steps:

If you are in the onboarding phase, meaning you are registering as a new user and setting up StatBun for the first time, choose Visma Fivaldi as the data source during the integration setup and click "Send activation request."

Afterward, complete the onboarding process. StatBun will automatically fetch your company’s financial data and create ready-made views for you within minutes.

1. If you are already registered and logged into StatBun, click on the top menu: Marketplace → Integrations → Visma Fivaldi. Click Send activation request.

2. The default settings are configured to fetch data automatically every night. You can also select from the dropdown menu to fetch data automatically once a week, every Monday.

3. StatBun will import the current fiscal year and the two previous full fiscal years (a total of three fiscal years). You can adjust the synchronization period by dragging the purple line left (to view the history) or right (to show the current and upcoming periods).

You can also choose from the dropdown menu to use a calendar year or calendar month instead of a fiscal year.

4. Click Save changes.

Fetched data

Once the integration is complete, data will be transferred from Fivaldi to StatBun.

With the integration, the following data will be retrieved from Fivaldi:

• Accounting entries
• Fiscal years
• Accounting dimensions
• Accounts
• Document types.