> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to set up a quote connector

> How to set up a quote connector

The SuperOffice Admin client will start by using the setup functions to set up the connection to the ERP system.

1. Admin calls **GetConfigurationFields** and uses the result to add fields to the configuration dialog.

   ![02][img1]

   For example: if `GetConfigFields()` returns the following list, the **Configure Quote Connection** dialog will look like below.

   ```json theme={null}
   [\{ "Web Service Key", Integer \},
     \{ "User Name", String \},
     \{ "Password", Password \},
     \{ "Entity", integer \},
     \{ "Web Service URL", String \} ]
   ```

   ![03][img2]

2. The user clicks the **TEST** button in the dialog, and the `TestConnection` method is called with the values from the dialog.

3. When the user clicks **OK**, the values are saved to the SuperOffice database as a connection.

## Dictionary\< string, FieldMetadataInfo > GetConfigurationFields ()

Used by the admin client.

This is a request for metadata needed to populate the **Configure Quote Connection** dialog that takes in the information needed to create a connection to an ERP system. The values entered in the dialog are stored in the SuperOffice database and used when `InitializeConnection` is called by the client.

The key in the Dictionary is the `FieldKey` and must match the key in the `FieldMetadataInfo`.

## PluginResponseInfo TestConnection ( Dictionary\<string, string> connectionData connectionData )

Used by the admin client.

Testing if the connection data is sufficient to get a connection with the ERP system. The connector should try to do some operations to check if the connection has sufficient rights to run. The connection has not been created yet.

`TestConnection` is called without `InitializeConnection` being called first.

The key in the Dictionary is the `FieldKey`, and must match the key in the `FieldMetadataInfo`. The value is what the user entered. see the paragraph "Config Values" below for details.

## Pitfall

<Note>
  You cannot populate lists based on the partially filled out user interface during first-time setup.
</Note>

Dropdown lists are fetched when the GUI is constructed, so having a configuration GUI like shown below won't work. The call to fetch the Dataset list will come before the WebServiceURL field is filled in.

![04][img3]

[img1]: /media/loc/en/api/web-services/image002-6.jpg

[img2]: /media/loc/en/api/web-services/image003-4.jpg

[img3]: /media/loc/en/api/plugins/image004-1.png


## Related topics

- [Set up ERP connection for quote connector](/en/sale/admin/quote/set-up-quote-connector.md)
- [How to create a SuperOffice Quote Connector](/en/api/plugins/quote-connectors/implementation-guide.md)
- [How to set up SPF Record](/en/online/mail-services/mailgun/spf/set-up.md)
- [How to set up a DKIM Record](/en/online/mail-services/mailgun/dkim/set-up.md)
- [How to set up SharePoint permissions for templates](/integrations/sharepoint-documents/configure-permissions-templates.md)
- [How to set up SharePoint permissions for documents](/integrations/sharepoint-documents/configure-permissions-documents.md)