Accounting export to Spiris (eEconomy)

You can transfer account codings of invoices in Opter to the Spiris accounting system (formerly eEkonomi) and create accounting entries there. The import is done via API and the accounting records are automatically created in Spiris.

The transfer takes place via an invoice export, but the PDF invoice that is transferred is only a placeholder for the actual account coding. No invoice records are created in Spiris. The reason why no invoice records are created is that it is not possible to control invoice numbers when invoices are imported via API calls. The invoice numbers would therefore not match between Opter and Spiris. As a consequence, it would not be possible to register payments for the imported invoices in SPIRIS.

When the account coding is exported from Opter, a web page opens where you log in to Spiris (formerly eEkonomi). The user account used to log in must have the following rights (scopes) in Spiris:

• offline_access

• ea:api

• ea:sales

• ea:accounting

Contact Visma if help with user rights is required.

Step 1: Create an invoice export

Click on Economy > Invoices > Invoice export and create a new invoice export by clicking on . The following fields must be filled in on the General tab:

• Name: For example, "Visma Spiris".

• Type: Visma Spiris API. (For version 2025.06.00 and earlier, the type is Visma eAccounting/eEkonomi API.)

• Encoding: UTF-8

No settings in the export other than the above are used in the API call and therefore have no meaning.

Step 2: Match the economic units

SPIRIS supports 3 economic units. If you use economic units in Opter, you can transfer economic units 1-3 by giving them the same name as they have in Spiris. However, they do not have to be in the same order in both systems. If the names don't match, an error message will appear when you export the account coding, informing you what is not matching.

The names of the economic units are defined in Opter on the Economy tab in the office settings. The following three fields must therefore match the names of the economic units in SPIRIS:

• Name economic unit 1

• Name economic unit 2

• Name economic unit 3

Step 3: Add the export to the invoice export settings

Click on Economy > Invoices > Invoice export settings and tick "Spiris (eEconomy)" (or the name you gave the export) for the settings that will generate an export to Spiris.

Step 4: Create a self-signed certificate

All computers exporting account coding to SPIRIS must have a self-signed certificate in order to be authenticated.

1. Open Windows PowerShell with administrator rights and run the following command.

   New-SelfSignedCertificate -DnsName localhost44301 -CertStoreLocation cert:\LocalMachine\My

2. Copy Thumbprint from the result of the above command and use as certhash in the following command.

   netsh http add sslcert ipport=0.0.0.0:44301 appid='{ae7f1bed-891a-45a3-b0ac-37fe01e6b6cd}' certhash=Klistra in Thumbprint från ovanstående kommando

3. Repeat points 1 and 2 on each computer that will export account coding to Spiris.

Step 5: Exporting the accounting records

The invoice information can be exported from Opter when closing an invoice period, or subsequently when choosing whether to export entire invoice periods or individual invoices. When you run an export, a login page opens in a web browser. Enter the login credentials and the accounting entries are transferred. Once login has been completed, the web page can be closed.

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