Support center for flex.bi version 3.2
Quick Account Setup for Hansaworld users
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
- Export files from your HansaWorld system Integration or Data maintenance module
- Upload files in Source Files tab of your account
- 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
- Set up Standard ERP for REST API connection and get the connection link
- Setup HansaWorld application with REST API in Source application tab
STEP 2: Setup Your First Report
- 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
- Follow our guide to Create Customized Reports