This integration enables you to send invoices from Productive to your Visma e-conomic account.
When you integrate your Productive account with Visma e-conomic, you can also enable the payment sync with Productive. This does not apply to partial payments or payments in tranches, as the payment sync only runs once an invoice has been paid in full.
Integrating your Visma e-conomic account with Productive is available on the Professional and Ultimate subscription plans.
Linking Your Visma e-conomic Account to Productive
To link your Productive account to Visma e-conomic:
Go to Settings > App Marketplace.
Find Visma e-conomic in the list and click Connect App.
Select the subsidiary you want to connect.
Log in to Visma e-conomic using your account credentials to complete the connection. To complete the setup, follow the steps below.
Setting Up the Integration
After completing the authentication process in Visma e-conomic, you'll be prompted to configure the following settings before the integration is ready to use.
Invoice Number Generation
Choose whether Productive should copy the invoice number from e-conomic, using this option:
Off (default): Every invoice Productive exports includes both the invoice ID and the Productive invoice number in e-conomic's Other Reference field. Invoice numbers don't sync between the two tools — Productive keeps its own numbers, and e-conomic keeps its own.
On: Only the invoice ID is included in e-conomic's Other Reference field, since Productive is deferring to e-conomic for numbering. The invoice number Productive receives depends on your Invoice Status setting:
Draft: Productive pulls e-conomic's draft invoice number on copy. Once the invoice is later booked manually in e-conomic, Productive automatically detects this and updates to the final booked number.
Booked: The invoice is finalized on export, so Productive receives the final booked number immediately — there's no draft number step.
📌 Important: Productive cannot send its own invoice number to e-conomic as the actual invoice number. It can only reference its own number in Other Reference, or receive the invoice number from e-conomic.
Invoice Status
Choose the status Productive sets when an invoice is exported to e-conomic, using the Invoice Status dropdown:
Draft requires you to book the invoice manually in e-conomic.
Booked automatically finalizes (books) the invoice on export, skipping the manual booking step in e-conomic.
Additional Exporting Options
Choose whether to copy invoice PDFs and invoice subject lines from Visma e-conomic to Productive.
Payment Synchronization
Decide whether payments should be synchronized. When enabled, marking an invoice as paid in Visma e-conomic updates the invoice's paid or unpaid status in Productive too.
The sync is one-way, from Visma e-conomic to Productive only. Marking an invoice as paid in Productive does not update Visma e-conomic.
Any payment edits or deletions made in Visma e-conomic are also mirrored in Productive.
This does not apply to partial payments or payments in tranches — the sync only runs once an invoice has been paid in full.
The integration doesn't support syncing expenses generated in Productive.
Mapping Service Types
After setting up the basics, click Next to choose a default E-conomic product.
In e-conomic, a product is a catalog item that every invoice line is linked to — it determines which account the revenue books to and how VAT is applied. The default product is used for any invoice line whose service type you haven't mapped individually.
To map specific service types, select Map Service Types to E-conomic Product. A table appears where you can pair each Productive service type with an e-conomic product:
Select a Service Type from the dropdown.
Select the matching E-conomic Product next to it.
Click Add Row to map another service type.
Use the bin icon to remove a row.
Service types you don't map here use the default product instead.
Copying Invoices to Visma e-conomic
After saving the integration settings, when creating an invoice, a new button, Copy to E-conomic, is available on the invoice creation screen.
A modal opens where you'll confirm four settings before the invoice is copied:
Customer: Search for the matching customer in Visma e-conomic. If the customer doesn't exist and you leave this blank, Visma e-conomic automatically creates one.
Layout: The invoice layout template to use in Visma e-conomic.
Payment Term: The payment term to apply, as set up in Visma e-conomic.
VAT Zone: The VAT zone to apply, as set up in Visma e-conomic.
Click Copy and Finalize to send the invoice to Visma e-conomic with these settings.
📌 Note: Invoices are copied to Visma e-conomic with status set as Draft, unless you've set Invoice Status to Booked, in which case the invoice is finalized (booked) as part of the export.
📌 Visma e-conomic has character limits of 250 for the invoice subject line and 2500 for the line item description.
If your subject or description exceeds these limits, Productive automatically shortens the text when exporting the invoice to e-conomic.
Copying an Invoice to Visma e-conomic After It Has Already Been Copied
If you've previously copied an invoice to Visma e-conomic and need to make changes or create a new one, open the invoice in Productive and hover over the Invoice copied option. From there, you can choose to update the existing invoice or create a new one.
Selecting Update Existing modifies the invoice that was last copied to Visma e-conomic. If the invoice was copied multiple times, only the latest copy is updated.
Choosing Create New generates a new invoice in Visma e-conomic, even if it had been copied before.
Credit Notes
Credit notes are tied to sent invoices, meaning you can't send a credit note to Visma e-conomic unless you've already sent the invoice you're crediting there.
There's no partial crediting. If you're issuing and sending a credit note, you're crediting the whole invoice. Just like an invoice, you can send and then update a credit note.
📌 After sending the credit note to e-conomic, hovering over Credit Note Copied lets you update the credit note or create a new one.
Managing the Integration
To edit or remove the integration:
Go to Settings > App Marketplace and select Visma E-conomic.
Hover over the connected subsidiary to reveal the edit and delete icons.
Click the pencil icon to change the integration settings.
Click the bin icon to remove the integration.
