Support center for flex.bi version 4.0

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »

STEP 1: Import HansaWorld data 

 

 Hansaworld Source Files

  • Suitable for demo accounts and quick testing purposes.
  • 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. Set up HansaWorld application in Source application tab
  3. Upload files in Source Files tab of your account

Contact us or your partner to setup Automated exports with HAL .

OR

Hansaworld REST API connection

  • Suitable for accounts with small to medium amount of data as it will push all data from selected start date.
  • 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. Set up HansaWorld application with REST API in Source application tab

STEP 2: Set up Your First Report

  • Select checkbox "Import Sample reports" while setting up application
  • Choose one of ready to use Reports from our Templates Library

Templates will work out of the box if you have imported current year data.

STEP 3: Create Your Customized Reports

  • No labels