Add an ERP connection (Sync Connector)
Each Sync Connector must have an ERP connection with configuration data for linking the Sync Connector with SuperOffice.
To add an ERP connection
Go to the Sync tab in the Quote/Sync screen.
Click Add at the bottom of the ERP connections list. The Define new ERP connection dialog appears.
Enter the name of the ERP connection in the Name field.
Selected the required ERP Sync Connector in the list. This list is identical to Sync Connectors.
Select the Scope you require:
- Everyone: Select this option if all the users should have access to and be able to use this ERP connection. This means that they can use the price lists accessible via this connection.
- Specific users + groups: Click No users or groups are selected to choose which users and/or user groups should have access to this ERP connection.
Under Configuration fields define the settings you require. The contents of this list vary depending on the type of Sync Connector you have chosen.
Type in a description of the ERP connection in the field at the bottom.
Click Test ERP connection to verify that the connection is working. If you get an error message, you must resolve the problem before continuing.
Click OK. The ERP connection is displayed in the ERP connections list.
Note
The OK button is disabled until the ERP connection test succeeds.
You must check the Active column to activate the connection, so that the ERP tab is displayed in SuperOffice CRM. But before you activate the ERP connection, you must make sure it is configured correctly:
Specify synchronization settings, and choose which fields should be shown in the search window and in the ERP tab. See Configure field mapping and Configure list mapping.
Define the required default values for fields which normally only have one relevant value, to save the user having to enter values in these fields.
Select the order of the ERP fields displayed in the ERP tab in SuperOffice CRM.
If you use several ERP connections, you can set priority for connections.