Which direction does data move between Visma and HubSpot?

The main flow is from Visma into HubSpot. Customers, suppliers, and invoices created or updated in Visma are synced to HubSpot as companies and commerce objects. HubSpot is treated as read-mostly; ml-connector does not write customer or invoice data back into Visma.

How does ml-connector handle Visma's webhook limitations?

Visma webhooks are one-time delivery with no automatic retry and require entity-level enablement, making them unreliable for mission-critical syncs. ml-connector uses polling with lastModifiedDateTime filters instead, pulling only changed records since the last sync and eliminating the risk of missed notifications.

What happens if a customer exists in both systems?

ml-connector identifies matching customers by email, phone, or custom ID property, then updates the HubSpot record with the latest data from Visma. If no match is found, a new HubSpot company is created. This logic is configurable so you can control merge behavior.

VismaHubSpot

Visma and HubSpot integration

Visma.net ERP manages your financial records, customers, and suppliers. HubSpot manages your sales and customer relationships. Connecting them keeps customer and supplier data synchronized between your accounting system and your CRM, so your sales team has current company information and your finance team can trace deals back to invoice and payment records. New customers and suppliers created in Visma appear in HubSpot as companies, and customer invoices are recorded as commerce objects that link deals to financial records.

How Visma works

Visma.net ERP exposes suppliers, customers, customer invoices, supplier invoices, purchase orders, accounts, dimensions, and journal transactions through REST APIs on https://api.finance.visma.net, secured with OAuth 2.0 client credentials (client_id, client_secret, tenant_id) via Visma Connect. The API requires an ipp-company-id header on all calls and uses lastModifiedDateTime query parameters for delta pulling. Visma supports one-time webhook notifications registered via POST /v1/subscription, but webhooks have no automatic retry and require explicit enablement per entity; polling is the reliable method for connectors.

How HubSpot works

HubSpot exposes contacts, companies, deals, invoices, payments, orders, and line items through REST APIs on https://api.hubapi.com, secured with a Private App Access Token (bearer token, pat- format). Invoices and commerce objects must be associated with contacts and line items to be valid. HubSpot supports webhooks with signature verification for public apps, but private app integrations typically use polling; rate limits vary by tier (100 to 190 requests per 10 seconds). Search API is capped at 10,000 records; batch operations are limited to 100 records per request.

What moves between them

Customer and supplier data flows from Visma into HubSpot. Visma customers are created as HubSpot companies with contact properties synced from the customer record. Supplier records from Visma are also created as HubSpot companies tagged as suppliers so the sales team can avoid conflicts. Customer invoices from Visma are recorded as HubSpot invoices associated with the matching contact and linked to relevant deals when present. Journal transactions marked as sales-related are synced as transaction records for audit and reconciliation. The sync runs on a schedule you configure, typically daily after the close of business in Visma.

How ml-connector handles it

ml-connector stores both credential sets encrypted and uses Visma OAuth 2.0 client credentials to obtain bearer tokens, refreshing when calls return 401. It queries Visma with lastModifiedDateTime filters to pull only changed records since the last sync, reducing API load. Customer records are mapped to HubSpot companies; the Visma customer name becomes the company name, and Visma customer IDs are stored as a custom property for reconciliation. When creating HubSpot invoices, ml-connector associates each invoice with the matching contact (by email or ID lookup) and creates the required line item associations so HubSpot's commerce validation passes. Supplier records are marked with a custom property to prevent sales team confusion. If a record exists in HubSpot, ml-connector updates it; if not, it creates it. Rate limit handling uses exponential backoff when HubSpot returns 429. Every record carries a full audit trail so you can replay a sync if an issue occurs.

A real-world example

A mid-market B2B SaaS company runs Visma.net for accounting and uses HubSpot for sales and customer management. Before the integration, the sales team manually looked up customer information in both systems when preparing quotes, and finance had to reconcile invoices recorded in HubSpot against the official records in Visma at month-end close. Customer master data was often out of sync, with Visma showing a different billing address or contact person than HubSpot. With Visma and HubSpot connected, customer master data flows automatically from Visma to HubSpot every morning, so the sales team always sees the current billing address and contact details. Customer invoices are synced as HubSpot records linked to the matching deal, so finance can see which invoices correspond to which opportunities and close-out is straightforward.

What you can do

Sync Visma customers and suppliers into HubSpot as companies, with custom properties for reconciliation and supplier flagging.
Create HubSpot invoices from Visma customer invoices, automatically associated with contacts and line items.
Map Visma sales-related journal transactions to HubSpot transaction records for audit and reconciliation.
Refresh Visma OAuth 2.0 tokens automatically and handle HubSpot rate limits with exponential backoff.
Run on a configurable schedule with a full audit trail so any sync can be replayed or inspected.

Questions

Which direction does data move between Visma and HubSpot?: The main flow is from Visma into HubSpot. Customers, suppliers, and invoices created or updated in Visma are synced to HubSpot as companies and commerce objects. HubSpot is treated as read-mostly; ml-connector does not write customer or invoice data back into Visma.
How does ml-connector handle Visma's webhook limitations?: Visma webhooks are one-time delivery with no automatic retry and require entity-level enablement, making them unreliable for mission-critical syncs. ml-connector uses polling with lastModifiedDateTime filters instead, pulling only changed records since the last sync and eliminating the risk of missed notifications.
What happens if a customer exists in both systems?: ml-connector identifies matching customers by email, phone, or custom ID property, then updates the HubSpot record with the latest data from Visma. If no match is found, a new HubSpot company is created. This logic is configurable so you can control merge behavior.

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