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STEP 1:

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Import HansaWorld data

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You can also

Contact us or your partner to setup Automated exports with HAL

package provided by us who will push files to server automatically.  This option requires setup

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Export / Import HansaWorld with
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 Hansaworld Source Files

For this option you need to:
  • Suitable for demo accounts and quick testing purposes.
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titleClick here to step by step guide
  • You will need Access to HansaWorld Database Maintanace and Integration modules
  • Requires user rights to export data from your HansaWorld client
  1. Export files from your HansaWorld system Integration or Data maintenance module
  2. Upload files in Source Files tab of your account
  3. Setup HansaWorld application in Source application tab
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OR

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 Connect

Hansaworld REST API connection

For this option you need to:

  • Suitable for accounts with small to medium amount of data as it will push all data from selected start date.
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titleClick here to step by step guide
  • Available from Hansaworld version 8.1 or later, requires Webshop module access to setup Rest API link
  1. Set up Standard ERP for REST API connection and get the connection link
  2. Setup HansaWorld application with REST API in Source application tab
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Connection available  from version 8.1 or later, Hansaworld Webshop module access required to setup Rest API link

Step 2: Import templates

This step will take only couple of minutes, and you will have ready to use reports you can use.

  1. Choose reports you like and export report definitions

Step 3: Adjust templates to your data

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STEP 2: Setup Your First Report

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 Connectorurlhttps://www.youtube.com/watch?v=dWP19DMD9uQ

STEP 3: Create Your Customized Reports