Visma and Anaplan integration

What moves between them

Visma supplier invoices and purchase orders are exported as JSON on a schedule and imported into pre-created Anaplan modules via the Import Action, mapped to list items and line items in the Anaplan model. GL accounts and dimensions from Visma are synced separately to drive dimension lists in the Anaplan budget model. The sync is one-way: Anaplan planning models and forecasts do not write back to Visma, so Anaplan serves as a planning and reporting layer on top of ERP truth.

How ml-connector handles it

ml-connector stores Visma client credentials and uses the OAuth 2.0 client_credentials grant to obtain a bearer token, refreshing it before expiry since Visma does not issue refresh tokens. On each sync, it queries Visma for supplier invoices and purchase orders modified since the last run, formats them as JSON, and POSTs to the pre-named Anaplan Import Action, which returns a task ID. ml-connector then polls Anaplan's task endpoint until the Import reaches COMPLETE status, with exponential backoff respecting Anaplan's 600-request-per-minute tenant-wide limit. If an import fails, the full record set can be replayed on the next cycle. Dimension and GL account syncs follow the same pattern. Anaplan model locking during bulk operations may temporarily block reads, so ml-connector retries with jitter. Every record carries a full audit trail and timestamps so a downstream Anaplan action failure can be diagnosed and replayed.

A real-world example

A mid-sized manufacturing company runs Visma.net ERP for AP and purchasing across three plants. The finance team builds rolling 24-month cash flow and spend forecasts in Anaplan, but updates them monthly by exporting supplier and purchase data from Visma by hand and copy-pasting into Anaplan modules, a two-day manual process that often introduces data mismatches between the systems. After the integration, supplier invoices and open purchase orders from Visma sync automatically into Anaplan each week, so the forecast model refreshes with current commitments and actual spend, eliminating the manual export-and-paste cycle and keeping forecasts aligned with ERP reality.

What you can do

• •Sync supplier invoices and purchase orders from Visma into Anaplan budget and forecast modules on a schedule you control.
• •Map Visma GL accounts and dimensions into Anaplan list items so budget structures align with your chart of accounts.
• •Handle Visma OAuth 2.0 token refresh and Anaplan rate limiting across concurrent integrations.
• •Poll Anaplan Import and Export task status until completion with exponential backoff and full audit trails.
• •Replay failed syncs on the next cycle so data mismatches can be corrected without manual intervention.

Questions

Does data flow in both directions between Visma and Anaplan?

No. Supplier invoices, purchase orders, and GL accounts flow from Visma into Anaplan modules for planning and forecasting. Anaplan is a planning layer, not a source of truth for ERP data, so forecasts and budgets in Anaplan do not write back to Visma.

How does ml-connector handle Visma's lack of automatic webhook retries and Anaplan's shared rate limit?

ml-connector polls Visma on a schedule instead of relying on webhooks, using the lastModifiedDateTime parameter to fetch only records that have changed since the last run. For Anaplan, it respects the 600-request-per-minute tenant-wide limit by chunking imports and using exponential backoff when approaching the threshold, so other integrations in the same Anaplan workspace do not starve.

What happens if an Anaplan import action fails or is slow to complete?

ml-connector stores the full record set and audit trail for every sync. If an import fails or stalls, the task ID is logged, the failure is surfaced in the audit, and the entire record set is replayed on the next scheduled sync, so data can be corrected without manual re-entry.