Import Data (cloud)   »  Create a connection (for cloud)

Create a connection

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

 

IMPORTANT: Make sure you are in the appropriate client before you create a connection. To change client;

  • Click your user name button in the upper right corner, mouse over client, and click the client. If you have more than one customer (top level), you must select the appropriate Customer from the list to see the underlying clients.

 

To create a new connection:

  1. Click Import 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. 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:

NOTE: If you want other users to be able to edit the connection, turn on the Allow other users to edit this connection switch. You should be careful about turning on this switch, as this enables all users in a role with the Can manage connections permission to edit the connection and can see all companies in this connection.

7. Click Next.

NOTE for 24SevenOffice customers: If multiple people establish a connection to the same company, then this will be regarded as separate companies in OneStop Reporting.

This will have some unfortunate results, such as:

  • Because OneStop Reporting regards these as separate companies, you will use one license per company.
  • In Reporting, when users run reports, they will see more than one company with the same name in the Companies list.
  • In Budgeting, the budget data users enter could be entered on different companies in OneStop Reporting, when in reality, they are the same company in 24SevenOffice. This will lead to incorrect budget numbers.

It is, therefore, best practice that only a dedicated person creates a connection to a company.

 

8. Select companies and click Complete.

 

Edit an existing connection

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

TIP: See also Add a new company.

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