{"id":9634606154002,"title":"Visma eAccounting Get a Customer Integration","handle":"visma-eaccounting-get-a-customer-integration","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eGet a Customer (Visma eAccounting) | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eInstant, Accurate Customer Records from Visma eAccounting — Faster Service, Fewer Errors\u003c\/h1\u003e\n\n \u003cp\u003eThe \"Get a Customer\" capability in Visma eAccounting lets your systems retrieve a full customer profile on demand — contact details, billing terms, payment history, and other important metadata. Instead of switching between screens or retyping information, teams can pull consistent, verified customer data directly into the tools they already use, making each interaction faster and more reliable.\u003c\/p\u003e\n \u003cp\u003eFor operations leaders and finance teams this is more than convenience. It reduces risk, speeds response times, and creates a foundation for automation across invoicing, CRM synchronization, reporting, and customer service. When paired with AI integration and workflow automation, a single customer lookup becomes the trigger for smarter work: dynamic routing, automated billing, and up-to-date analytics that require little or no manual intervention.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of the \"Get a Customer\" function as a trusted directory inside your accounting system — a single source of truth for customer information. A user or another system provides an identifier (a customer number, email, or reference), and the accounting system returns a standardized customer profile: addresses, contact persons, payment terms, outstanding balances, recent invoices, and other relevant fields.\u003c\/p\u003e\n \u003cp\u003eIn business terms the flow is straightforward: a front-line application (customer support, CRM, e-commerce platform, or billing engine) asks for a customer record, the accounting system supplies a verified profile, and the requesting system uses that data to populate screens, validate transactions, or launch follow-up tasks. Organizations often add a short-term cache to avoid repeated lookups for the same customer during a session, balancing responsiveness with the need to keep the accounting system as the single source of truth.\u003c\/p\u003e\n \u003cp\u003eBehind the scenes there are practical considerations that influence design: how fresh the data needs to be, who is allowed to access sensitive fields, and how exceptions are handled when records are incomplete. Those business rules, once defined, make automation predictable and safe.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eConnecting a verified customer lookup to AI agents turns passive data into proactive work. Instead of a human fetching a profile and deciding what to do next, intelligent agents can call the lookup, interpret the result, and take predefined actions autonomously. That elevates customer lookups from a manual step to an automation trigger that improves speed, accuracy, and consistency.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eAutonomous data synchronization: AI agents keep customer records aligned across CRM, billing, and support systems without manual exports or imports, ensuring every team sees the same information in real time.\u003c\/li\u003e\n \u003cli\u003eIntelligent error handling: When data is missing, inconsistent, or flagged, agents can attempt automated fixes, add contextual notes, or escalate the issue to the right human with suggested next steps and the most relevant evidence.\u003c\/li\u003e\n \u003cli\u003eConversational customer servicing: Chatbots and virtual assistants use live customer data to answer questions, look up invoices, schedule callbacks, and provide personalized responses based on payment history and account status.\u003c\/li\u003e\n \u003cli\u003ePredictive enrichment: AI models infer missing fields, classify customers by risk or lifetime value, and suggest tags for targeted follow-up — improving segmentation and marketing effectiveness without extra manual work.\u003c\/li\u003e\n \u003cli\u003eTrigger-based workflows: A returned customer record can start complex automations — generate a draft invoice, apply agreed discounts, create a delivery order, or route an exception to collections with supporting documentation.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003cp\u003eAgentic automation adds a layer of business logic and judgment. For example, an agent might see that a customer is overdue and, based on rules, send a friendly payment reminder to low-risk customers while escalating high-value accounts to a human collector with a suggested negotiation script. That combination of automation and selective human involvement preserves relationships while protecting cash flow.\u003c\/p\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eCustomer service agents pull a verified profile during calls so they can resolve billing questions faster and with fewer escalations. When agents have immediate access to the latest invoice and payment status, average handle time drops and customer satisfaction rises.\u003c\/li\u003e\n \u003cli\u003eSales reps see the latest credit status and outstanding balance in their CRM before confirming new orders, preventing surprise rejections and improving negotiation accuracy. Automated flags prevent orders that violate credit limits while suggesting alternative payment options.\u003c\/li\u003e\n \u003cli\u003eAutomated invoicing systems populate invoices with the correct billing addresses and payment terms, reducing manual corrections and late payments. Draft invoices are created and queued for review or auto-sent according to customer preferences.\u003c\/li\u003e\n \u003cli\u003eFinance teams reconcile payments by matching incoming transactions to customer records and recent invoices, accelerating bank reconciliation and improving cash forecasting. Agents can propose matches and surface exceptions for quick human review.\u003c\/li\u003e\n \u003cli\u003eOnboarding bots collect missing KYC or tax information and update the accounting record automatically, reducing time-to-first-invoice for new clients and improving compliance without adding manual steps.\u003c\/li\u003e\n \u003cli\u003eAnalytics teams enrich customer datasets with payment behavior and lifecycle stage for targeted campaigns and churn prediction models, enabling more precise resource allocation across retention and acquisition efforts.\u003c\/li\u003e\n \u003cli\u003eSupport chatbots answer account-specific questions about open invoices or delivery status, using live data so answers are accurate even if the customer is mid-transaction.\u003c\/li\u003e\n \u003cli\u003eOrder fulfillment systems verify delivery addresses and preferred billing methods before shipping, reducing returns and improving first-time delivery success rates.\u003c\/li\u003e\n \u003cli\u003eCollections workflows automatically escalate after defined thresholds, sending reminders, generating statements, and creating tasks for account managers when human intervention is required.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eProgrammatic access to accurate customer data, amplified by AI agents and workflow automation, delivers measurable improvements in time, accuracy, and strategic agility.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Front-line teams spend less time searching and more time solving customer needs. A single automated lookup can shave minutes off every support interaction and hours from weekly billing cycles, multiplying productivity across the organization.\u003c\/li\u003e\n \u003cli\u003eReduced errors: Automated population of invoices and records cuts down on typos, wrong addresses, and mismatched accounts that lead to disputes and delays, reducing rework and customer frustration.\u003c\/li\u003e\n \u003cli\u003eFaster cash flow: Correct billing details and fewer invoice corrections lead to quicker payments. Even small improvements in invoice accuracy can shorten days sales outstanding (DSO) and improve working capital.\u003c\/li\u003e\n \u003cli\u003eScalability: Automation scales where headcount can't — handle larger volumes of orders and inquiries without proportional increases in staff, enabling growth without linear cost increases.\u003c\/li\u003e\n \u003cli\u003eBetter collaboration: When customer data is consistent across systems, sales, support, and finance make coordinated decisions faster, reducing friction during handoffs and improving strategic alignment.\u003c\/li\u003e\n \u003cli\u003eImproved compliance and traceability: Automated lookups and audit logs provide a clear trail of who accessed what and when, supporting audits and regulatory reporting while reducing the risk of unauthorized changes.\u003c\/li\u003e\n \u003cli\u003eReduced cognitive load: AI agents surface the most relevant information and suggested actions, enabling staff to focus on judgment and high-value interactions instead of repetitive lookups.\u003c\/li\u003e\n \u003cli\u003eOperational predictability: Defined rules for how lookups trigger workflows reduce variability in processes, making staffing, forecasting, and service-level commitments more reliable.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box approaches \"Get a Customer\" integrations with a business-first mindset. We begin by mapping the processes that rely on customer information across sales, support, operations, and finance to find the highest-impact touchpoints. That discovery phase identifies where accurate customer lookups will save time, reduce risk, or unlock new automation opportunities.\u003c\/p\u003e\n \u003cp\u003eDesign and implementation focus on practical outcomes: we build reliable data flows that bring Visma eAccounting records into the tools your teams use every day, implement caching strategies that balance speed and accuracy, and create robust error handling so team members never get stuck. Security and governance are embedded from the start — role-based access, field-level controls, and audit logging ensure data is used appropriately.\u003c\/p\u003e\n \u003cp\u003eFor organizations ready to go further, we design and deploy AI agents and workflow automation that operate on customer data. Examples include chatbots that answer billing questions using live account information, bots that generate and route draft invoices, and monitoring agents that surface anomalies in payment behavior. Each agent is configured with clear decision rules and escalation paths so automation complements human judgment instead of replacing it.\u003c\/p\u003e\n \u003cp\u003eOperational readiness is a priority: we train users on new workflows, create dashboards to monitor automation health and key business metrics, and establish governance for who can access and change customer information. After deployment we iterate — tuning decision rules, adjusting thresholds, and scaling integrations as the business grows. The result is predictable, auditable automation that continuously improves business efficiency.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eRetrieving accurate customer information from Visma eAccounting is a small technical capability that unlocks large operational gains when combined with AI integration and workflow automation. It removes repetitive manual work, reduces billing and support errors, and becomes the backbone of smarter processes that improve cash flow, customer experience, and cross-team collaboration. When customer lookups become active triggers for intelligent agents and automated workflows, organizations can move faster, scale more predictably, and free people to focus on higher-value work.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-06-26T06:36:50-05:00","created_at":"2024-06-26T06:36:50-05:00","vendor":"Visma eAccounting","type":"Integration","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":49727455854866,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Visma eAccounting Get a Customer Integration","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_c868c61e-641c-43ef-882c-ef43671382f3.png?v=1719401810"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_c868c61e-641c-43ef-882c-ef43671382f3.png?v=1719401810","options":["Title"],"media":[{"alt":"Visma eAccounting Logo","id":39920731980050,"position":1,"preview_image":{"aspect_ratio":4.099,"height":111,"width":455,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_c868c61e-641c-43ef-882c-ef43671382f3.png?v=1719401810"},"aspect_ratio":4.099,"height":111,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_c868c61e-641c-43ef-882c-ef43671382f3.png?v=1719401810","width":455}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eGet a Customer (Visma eAccounting) | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eInstant, Accurate Customer Records from Visma eAccounting — Faster Service, Fewer Errors\u003c\/h1\u003e\n\n \u003cp\u003eThe \"Get a Customer\" capability in Visma eAccounting lets your systems retrieve a full customer profile on demand — contact details, billing terms, payment history, and other important metadata. Instead of switching between screens or retyping information, teams can pull consistent, verified customer data directly into the tools they already use, making each interaction faster and more reliable.\u003c\/p\u003e\n \u003cp\u003eFor operations leaders and finance teams this is more than convenience. It reduces risk, speeds response times, and creates a foundation for automation across invoicing, CRM synchronization, reporting, and customer service. When paired with AI integration and workflow automation, a single customer lookup becomes the trigger for smarter work: dynamic routing, automated billing, and up-to-date analytics that require little or no manual intervention.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of the \"Get a Customer\" function as a trusted directory inside your accounting system — a single source of truth for customer information. A user or another system provides an identifier (a customer number, email, or reference), and the accounting system returns a standardized customer profile: addresses, contact persons, payment terms, outstanding balances, recent invoices, and other relevant fields.\u003c\/p\u003e\n \u003cp\u003eIn business terms the flow is straightforward: a front-line application (customer support, CRM, e-commerce platform, or billing engine) asks for a customer record, the accounting system supplies a verified profile, and the requesting system uses that data to populate screens, validate transactions, or launch follow-up tasks. Organizations often add a short-term cache to avoid repeated lookups for the same customer during a session, balancing responsiveness with the need to keep the accounting system as the single source of truth.\u003c\/p\u003e\n \u003cp\u003eBehind the scenes there are practical considerations that influence design: how fresh the data needs to be, who is allowed to access sensitive fields, and how exceptions are handled when records are incomplete. Those business rules, once defined, make automation predictable and safe.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eConnecting a verified customer lookup to AI agents turns passive data into proactive work. Instead of a human fetching a profile and deciding what to do next, intelligent agents can call the lookup, interpret the result, and take predefined actions autonomously. That elevates customer lookups from a manual step to an automation trigger that improves speed, accuracy, and consistency.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eAutonomous data synchronization: AI agents keep customer records aligned across CRM, billing, and support systems without manual exports or imports, ensuring every team sees the same information in real time.\u003c\/li\u003e\n \u003cli\u003eIntelligent error handling: When data is missing, inconsistent, or flagged, agents can attempt automated fixes, add contextual notes, or escalate the issue to the right human with suggested next steps and the most relevant evidence.\u003c\/li\u003e\n \u003cli\u003eConversational customer servicing: Chatbots and virtual assistants use live customer data to answer questions, look up invoices, schedule callbacks, and provide personalized responses based on payment history and account status.\u003c\/li\u003e\n \u003cli\u003ePredictive enrichment: AI models infer missing fields, classify customers by risk or lifetime value, and suggest tags for targeted follow-up — improving segmentation and marketing effectiveness without extra manual work.\u003c\/li\u003e\n \u003cli\u003eTrigger-based workflows: A returned customer record can start complex automations — generate a draft invoice, apply agreed discounts, create a delivery order, or route an exception to collections with supporting documentation.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003cp\u003eAgentic automation adds a layer of business logic and judgment. For example, an agent might see that a customer is overdue and, based on rules, send a friendly payment reminder to low-risk customers while escalating high-value accounts to a human collector with a suggested negotiation script. That combination of automation and selective human involvement preserves relationships while protecting cash flow.\u003c\/p\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eCustomer service agents pull a verified profile during calls so they can resolve billing questions faster and with fewer escalations. When agents have immediate access to the latest invoice and payment status, average handle time drops and customer satisfaction rises.\u003c\/li\u003e\n \u003cli\u003eSales reps see the latest credit status and outstanding balance in their CRM before confirming new orders, preventing surprise rejections and improving negotiation accuracy. Automated flags prevent orders that violate credit limits while suggesting alternative payment options.\u003c\/li\u003e\n \u003cli\u003eAutomated invoicing systems populate invoices with the correct billing addresses and payment terms, reducing manual corrections and late payments. Draft invoices are created and queued for review or auto-sent according to customer preferences.\u003c\/li\u003e\n \u003cli\u003eFinance teams reconcile payments by matching incoming transactions to customer records and recent invoices, accelerating bank reconciliation and improving cash forecasting. Agents can propose matches and surface exceptions for quick human review.\u003c\/li\u003e\n \u003cli\u003eOnboarding bots collect missing KYC or tax information and update the accounting record automatically, reducing time-to-first-invoice for new clients and improving compliance without adding manual steps.\u003c\/li\u003e\n \u003cli\u003eAnalytics teams enrich customer datasets with payment behavior and lifecycle stage for targeted campaigns and churn prediction models, enabling more precise resource allocation across retention and acquisition efforts.\u003c\/li\u003e\n \u003cli\u003eSupport chatbots answer account-specific questions about open invoices or delivery status, using live data so answers are accurate even if the customer is mid-transaction.\u003c\/li\u003e\n \u003cli\u003eOrder fulfillment systems verify delivery addresses and preferred billing methods before shipping, reducing returns and improving first-time delivery success rates.\u003c\/li\u003e\n \u003cli\u003eCollections workflows automatically escalate after defined thresholds, sending reminders, generating statements, and creating tasks for account managers when human intervention is required.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eProgrammatic access to accurate customer data, amplified by AI agents and workflow automation, delivers measurable improvements in time, accuracy, and strategic agility.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Front-line teams spend less time searching and more time solving customer needs. A single automated lookup can shave minutes off every support interaction and hours from weekly billing cycles, multiplying productivity across the organization.\u003c\/li\u003e\n \u003cli\u003eReduced errors: Automated population of invoices and records cuts down on typos, wrong addresses, and mismatched accounts that lead to disputes and delays, reducing rework and customer frustration.\u003c\/li\u003e\n \u003cli\u003eFaster cash flow: Correct billing details and fewer invoice corrections lead to quicker payments. Even small improvements in invoice accuracy can shorten days sales outstanding (DSO) and improve working capital.\u003c\/li\u003e\n \u003cli\u003eScalability: Automation scales where headcount can't — handle larger volumes of orders and inquiries without proportional increases in staff, enabling growth without linear cost increases.\u003c\/li\u003e\n \u003cli\u003eBetter collaboration: When customer data is consistent across systems, sales, support, and finance make coordinated decisions faster, reducing friction during handoffs and improving strategic alignment.\u003c\/li\u003e\n \u003cli\u003eImproved compliance and traceability: Automated lookups and audit logs provide a clear trail of who accessed what and when, supporting audits and regulatory reporting while reducing the risk of unauthorized changes.\u003c\/li\u003e\n \u003cli\u003eReduced cognitive load: AI agents surface the most relevant information and suggested actions, enabling staff to focus on judgment and high-value interactions instead of repetitive lookups.\u003c\/li\u003e\n \u003cli\u003eOperational predictability: Defined rules for how lookups trigger workflows reduce variability in processes, making staffing, forecasting, and service-level commitments more reliable.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box approaches \"Get a Customer\" integrations with a business-first mindset. We begin by mapping the processes that rely on customer information across sales, support, operations, and finance to find the highest-impact touchpoints. That discovery phase identifies where accurate customer lookups will save time, reduce risk, or unlock new automation opportunities.\u003c\/p\u003e\n \u003cp\u003eDesign and implementation focus on practical outcomes: we build reliable data flows that bring Visma eAccounting records into the tools your teams use every day, implement caching strategies that balance speed and accuracy, and create robust error handling so team members never get stuck. Security and governance are embedded from the start — role-based access, field-level controls, and audit logging ensure data is used appropriately.\u003c\/p\u003e\n \u003cp\u003eFor organizations ready to go further, we design and deploy AI agents and workflow automation that operate on customer data. Examples include chatbots that answer billing questions using live account information, bots that generate and route draft invoices, and monitoring agents that surface anomalies in payment behavior. Each agent is configured with clear decision rules and escalation paths so automation complements human judgment instead of replacing it.\u003c\/p\u003e\n \u003cp\u003eOperational readiness is a priority: we train users on new workflows, create dashboards to monitor automation health and key business metrics, and establish governance for who can access and change customer information. After deployment we iterate — tuning decision rules, adjusting thresholds, and scaling integrations as the business grows. The result is predictable, auditable automation that continuously improves business efficiency.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eRetrieving accurate customer information from Visma eAccounting is a small technical capability that unlocks large operational gains when combined with AI integration and workflow automation. It removes repetitive manual work, reduces billing and support errors, and becomes the backbone of smarter processes that improve cash flow, customer experience, and cross-team collaboration. When customer lookups become active triggers for intelligent agents and automated workflows, organizations can move faster, scale more predictably, and free people to focus on higher-value work.\u003c\/p\u003e\n\n\u003c\/body\u003e"}