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Source files

Suitable for demo accounts and quick testing purposes.

For this option you need to:

  1. Export files from your Hansaworld system Integration or Data maintanance module
  2. Upload files in Source Files tab of yor your account
  3. Setup Hansaworld application in Source application tab
Tip

You can also setup Automated exports with HAL package provided by us who will push files to server automatically.  This options requires aprox 3 - 4 hour setup.

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Most of templates will work out of the box if you have imported current year data. If after importing the template report deos not show any results  - open it by clicking on its name and check the data filtering selections e.g. adjust time period, sales persons, customer and other dimensions filters.

Tips and tricks

This webinar covers the process of data export, import and report setup in some more detail.

Widget Connector
urlhttps://www.youtube.com/watch?v=dWP19DMD9uQ