STEP 1:
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Hansaword data import
- FILE IMPORT Hansaworld FILES ( *.txt ) - Suitable for demo accounts and quick testing pusrposes
For this option you need to export files from your Hansaworld system, upload them in Source Files tab and then setup Hansaworld application in Source application tab
Read more Here :
Instructions for export
Instruction for Application setup
OR
2. REST API available from version 8.1, Hansawold Webshop module acess required to setup Rest API link. Read more HERE
OR
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Note : You can also setup Automated exports with HAL package provided by us who will push files to server automatically . Read more Here.
STEP 2 :
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Go to our Templates account : TEMPLATES account
Export Definitions :
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IMPORT TEMPLATES
Open OUR TEMPLATES , Choose reports you like and import them on your data
Instructions for definition import and export Here : Report definitions
STEP 3 : Adjust Templates to your data
Open Each report and adjust Time period of report, or select Your sales persons.
Read more about adjusting Templates HERE