Onboarding

Deploying BI Book is very easy and risk-free. You can access BI Book from the Netvisor Store (requires Netvisor administrator rights) in minutes as follows:

1. Log in Netvisor
2. Go to Netvisor Store
3. Click "Extensions" from the top bar (step 1)
4. In the view that opens, select the Extensions tab (step 2)
5. Activate BI Book by clicking on the "Active" button (step 3)

If you have any questions, we are more than happy to answer them at bibook@renance.com!

Setting up BI Book is very easy for Severa users with these instructions.

1. Activate the new REST API by sending a message to Severa's support at severa.support@visma.com.

2. After signing the contract and accepting the terms of use, you will find Severa's Rest API in the Severa environment from the following spot:

3. When the REST API section has been opened, click "Create client credentials" and fill in the following things:

1. Integration target system -> BI Book
2. Integration description -> BI Book Severa Reporting
3. Contact person -> The logged-in user – automatically chosen

4. Click “Select API scopes” and
choose all the scopes with ”:read”

1. activities:read
2. settings:read
3. customers:read
4. users:read
5. invoices:read
6. fees:read
7. travels:read
8. organization:read
9. projects:read
10. files:read
11. hours:read

5. Congrats, you now have all the needed information for activating BI Book. Copy this information so that you can use it in the later step of the BI Book activation.

6. Log in BI Book from our front page.

7. After logging in, click "integrations."

8. Click "Connect Service" next to Severa. Fill the opened fields with the information that you got earlier on step 5.

9. Thanks for activating BI Book! We will create a report for you now.