Support center for flex.bi version 3.2

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STEP 1: Hansaword data import

  1.  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

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 : 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










 

 

 

 

 

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