Databases
Finance & Ops Analytics

How to load data from Visma Economic to ElasticSearch

Learn how to use Airbyte to synchronize your Visma Economic data into ElasticSearch within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up Visma Economic as a source connector (using Auth, or usually an API key)
  2. set up ElasticSearch as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Visma Economic

Visma e-conomic having other systems like e-commerce, payment service providers, point of sale, marketplaces, logistic and accounting systems. It generally offers businesses with a range of software solutions, including an online accounting program. After all, Visma e-conomic is the market leader in cloud-based financial systems in Denmark and has over 160,000 customers. Visma e-conomic is one kinds of e-commerce market place that is aimed at both small and medium-sized businesses and accountants and bookkeepers.

What is ElasticSearch

Elasticsearch is a powerful search and analytics engine that is designed to handle large amounts of data in real-time. It is an open-source, distributed, and scalable search engine that is built on top of the Apache Lucene search library. Elasticsearch is used to search, analyze, and visualize data in real-time, making it an ideal tool for businesses and organizations that need to process large amounts of data quickly. Elasticsearch is designed to be highly scalable and can be used to index and search data across multiple servers. It is also highly customizable, allowing users to configure it to meet their specific needs. Elasticsearch is commonly used for log analysis, full-text search, and business analytics. One of the key features of Elasticsearch is its ability to handle unstructured data, such as text, images, and videos. It uses a powerful search algorithm to analyze and index this data, making it easy to search and retrieve information quickly. Elasticsearch also supports a wide range of data formats, including JSON, CSV, and XML, making it easy to integrate with other data sources. Overall, Elasticsearch is a powerful tool that can help businesses and organizations to process and analyze large amounts of data quickly and efficiently.

Integrate Visma Economic with ElasticSearch in minutes

Try for free now

Prerequisites

  1. A Visma Economic account to transfer your customer data automatically from.
  2. A ElasticSearch account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Visma Economic and ElasticSearch, for seamless data migration.

When using Airbyte to move data from Visma Economic to ElasticSearch, it extracts data from Visma Economic using the source connector, converts it into a format ElasticSearch can ingest using the provided schema, and then loads it into ElasticSearch via the destination connector. This allows businesses to leverage their Visma Economic data for advanced analytics and insights within ElasticSearch, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Visma Economic as a source connector

1. First, you need to obtain your Visma E-conomic API credentials. You can do this by logging in to your Visma E-conomic account and navigating to the "API" section under "Settings". Here, you can create a new API app and generate your API key and secret.  
2. Once you have your API credentials, go to your Airbyte dashboard and click on "Sources" in the left-hand menu. Then, click on "New Source" and select "Visma E-conomic" from the list of available connectors.  
3. In the Visma E-conomic source configuration page, enter a name for your source and paste in your API key and secret.  
4. Next, you will need to enter the credentials for the specific Visma E-conomic account you want to connect to. You can do this by entering the following information:  
- Company ID: This is the ID of the company you want to connect to. You can find this in the URL when you are logged in to your Visma E-conomic account.
- Username: This is the username for the user account you want to use to connect to Visma E-conomic.
- Password: This is the password for the user account you want to use to connect to Visma E-conomic.  
5. Once you have entered your credentials, click on "Test" to make sure that Airbyte can connect to your Visma E-conomic account. If the test is successful, click on "Create" to save your Visma E-conomic source configuration.  6. You can now use your Visma E-conomic source to create a new Airbyte pipeline and start syncing data from Visma E-conomic to your destination of choice.

Step 2: Set up ElasticSearch as a destination connector

1. First, navigate to the Airbyte website and log in to your account.
2. Once you are logged in, click on the "Destinations" tab on the left-hand side of the screen.
3. Scroll down until you find the Elasticsearch destination connector and click on it.
4. You will be prompted to enter your Elasticsearch connection details, including the host URL, port number, and any authentication credentials.
5. Once you have entered your connection details, click on the "Test" button to ensure that your connection is working properly.
6. If the test is successful, click on the "Save" button to save your Elasticsearch destination connector settings.
7. You can now use this connector to send data from your Airbyte sources to your Elasticsearch database.
8. To set up a pipeline, navigate to the "Sources" tab and select the source you want to use.
9. Click on the "Create New Connection" button and select your Elasticsearch destination connector from the list.
10. Follow the prompts to map your source data to your Elasticsearch database fields and save your pipeline.

Step 3: Set up a connection to sync your Visma Economic data to ElasticSearch

Once you've successfully connected Visma Economic as a data source and ElasticSearch as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select Visma Economic from the dropdown list of your configured sources.
  3. Select your destination: Choose ElasticSearch from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific Visma Economic objects you want to import data from towards ElasticSearch. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Visma Economic to ElasticSearch according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your ElasticSearch data warehouse is always up-to-date with your Visma Economic data.

Use Cases to transfer your Visma Economic data to ElasticSearch

Integrating data from Visma Economic to ElasticSearch provides several benefits. Here are a few use cases:

  1. Advanced Analytics: ElasticSearch’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Visma Economic data, extracting insights that wouldn't be possible within Visma Economic alone.
  2. Data Consolidation: If you're using multiple other sources along with Visma Economic, syncing to ElasticSearch allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: Visma Economic has limits on historical data. Syncing data to ElasticSearch allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: ElasticSearch provides robust data security features. Syncing Visma Economic data to ElasticSearch ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: ElasticSearch can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Visma Economic data.
  6. Data Science and Machine Learning: By having Visma Economic data in ElasticSearch, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While Visma Economic provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to ElasticSearch, providing more advanced business intelligence options. If you have a Visma Economic table that needs to be converted to a ElasticSearch table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a Visma Economic account as an Airbyte data source connector.
  2. Configure ElasticSearch as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from Visma Economic to ElasticSearch after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Frequently Asked Questions

What data can you extract from Visma Economic?

Visma E-conomic's API provides access to a wide range of data related to accounting and financial management. The following are the categories of data that can be accessed through the API:

1. Customers and Suppliers: Information about customers and suppliers, including contact details, payment terms, and credit limits.  
2. Invoices: Details of invoices issued and received, including invoice numbers, dates, amounts, and payment status.  
3. Products and Services: Information about products and services offered by the business, including prices, descriptions, and stock levels.  
4. Bank Transactions: Details of bank transactions, including deposits, withdrawals, and transfers.  
5. Accounting Journals: Information about accounting journals, including general ledger entries, accounts payable, and accounts receivable.  
6. VAT: Details of VAT transactions, including VAT rates, amounts, and tax codes.  
7. Reports: Access to a range of financial reports, including balance sheets, income statements, and cash flow statements.  

Overall, the Visma E-conomic API provides comprehensive access to financial data, enabling businesses to streamline their accounting processes and gain valuable insights into their financial performance.

What data can you transfer to ElasticSearch?

You can transfer a wide variety of data to ElasticSearch. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from Visma Economic to ElasticSearch?

The most prominent ETL tools to transfer data from Visma Economic to ElasticSearch include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from Visma Economic and various sources (APIs, databases, and more), transforming it efficiently, and loading it into ElasticSearch and other databases, data warehouses and data lakes, enhancing data management capabilities.