Visma Dinero
Prepare a Dinero test company and connect it through Zwapgrid.
Dinero is a Danish cloud-accounting and invoicing product. Dinero does not yet expose a separate System Setting in the Zwapgrid Client Portal, so the current setup is Zwapgrid-managed.
Client Portal configuration
No separate System Setting
Test option
A dedicated Dinero company used only for testing
Vendor documentation
Prepare a test company
Create a Dinero account for testing and add representative accounting data. Use a company that does not contain live customer information.
You do not need to register a separate Visma Connect application for the current Zwapgrid-managed setup. If System Settings become available, confirm the required vendor application and production-review process with Zwapgrid before migrating.
Connect the test company
In the Client Portal, enable Visma Dinero under Systems.
Create a Development Consent.
Complete the Onboarding Flow with the Dinero test company.
If the flow asks for a company identifier, use the organisation ID shown in the Dinero account.
Test every required API.1 operation.
Production checklist
Use a separate Production Consent for each connected company.
Confirm that the Dinero user completing onboarding can access the intended organisation.
Test date ranges and reporting periods that match your production use case.
Review current Dinero API announcements before major integration releases.
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