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Quick Account Setup for Hansaworld users
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Quick Account Setup for Hansaworld users

Owned by Dace Kvalberga
Last updated: Dec 21, 2016 by Gvido

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. Upload files in Source Files tab of your account
  3. Setup HansaWorld application in Source application tab

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. Setup HansaWorld application with REST API in Source application tab

STEP 2: Setup Your First Report

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

STEP 3: Create Your Customized Reports