Create a connection

Before you can import data you must first set up a connection to your ERP system.

To create a new connection:

  1. Click Get data.
  2. Click Connections. Existing connections are displayed in the list.
  3. Click  New. The Select ERP system dialog is displayed with the available ERP systems.
  4. Select an ERP system.
    Important: In the information box at the bottom of the screen you will find links to relevant documentation for the selected ERP system. Open and read this documentation before you continue.
  5. Click Next.
  6. Fill in the fields. The information you need to provide will vary according to the ERP system you are using. For more information on specific ERP systems, see the following links:
    • Dynamics 365 Business edition(coming soon)
  7. Click Next.

 

Edit an existing connection

To edit an existing connection, select a connection in the list and click  Edit.

 

NEXT: See Create a data import job to import the data from your ERP system.