You need to know the HTTPS port of your HansaWorld server (Note: It is not the same as you normal port used for HansaWorld client!). SSL can be issued by Certification authorities and it can also be a self-signed certificate if the level of security is acceptable by customer. To set up self-signed certificate you can follow the documentation page on How to set up Standard ERP HTTPS with self-signed certificate.
- You need to know the URL or IP address of your HansaWorld server that can be used for web requests from the Internet.
Go to System >> Settings >> Optional Features and check the Allow Basic HTTP Authentication checkbox.
For security reasons we advise to remove this checkbox when the Rest API configuration is done.
In the same screen ("System >> Settings >> Optional Features") check the "Web Rest API" checkbox.
- If you are using Standard ERP 8.5 2020-08-13 or newer version, go to Webshop >> Settings >> Access to functions from Web and do the following configurations:
To verify if you are using the correct REST API address and if the SSL certificate has been set up correctly please try to receive data manually. To do it, open web browser, enter URL https://example.com:port/api/1/OTVc, where "example.com" is your URL or IP address, "port" is your port, "1" is your company number and "OTVc" is a register that you can access in HansaWorld, and log in with your standard ID. If you can receive data successfully then you can proceed.
Go to https://mystandard.hansaworld.com page and choose More >> Developer Credentials. If you do not have access to this section, please contact you system administrator or flex.bi support.
Press "Add New" button.
Enter a name of your choice in the "Application Name" box and redirect URL in the "Allowed Redirects" box and click on "Submit".
If you are a flex.bi Cloud user, enter the following value in the "Allowed Redirects" box:
If you are a flex.bi Enterprise user, you need to replace https://flex.bi/bi with your server's URL. Or you can use the "Redirect URL" shown on the flex.bi import configuration page (see step 13 below).
This URL has to be reachable from the internet, so make sure that it contians an external IP address or host name and that your firewall settings allow this URL to be opened outside of your local network.
Find the newly created "Application Name" in the list and copy the corresponding "Client ID/Client Secret" values. You will need those later in the step 13 of this setup.
Go to your flex.bi account.
Setup HansaWorld source application, by going to the "Source Data > Source Applications" section and selecting "Add new source application" button.
- Select "HansaWorld".
- Select the "Rest API and Source Files" radio button and enter your HansaWorld's URL followed by the port number and /api. For example: https://sample.url.com:1234/api/
- Enter the Client ID and Client Secret that you got in step 8 above. Here you can also find the correct "Redirect URL" that can be used in step 8 above.
- Agree to Terms and Conditions, by marking the appropriate check-box, and then press "Continue".
Log in with a Standard ID that has full access rights to the "Rest API" action and the necessary modules and registers on your HansaWorld server.
To check if you have the necessary access rights:
In your HansaWorld application, go to "System >> Settings >> Access Group".
- Double-click on the code for the access group of the HansaWorld user that you will use for Rest API import.
- In the list of permissions, make sure that you have "Full" level access to "Rest API" action.
Also make sure that you have at least "Read" level access to all of the registers that you want to import.
(In the following example "Read" level access for "Purchase Orders" register is granted.)
The HansaWorld server has denied access to the register for your user
In case you are getting the "The HansaWorld server has denied access to the register for your user." error message:
- make sure that your MyStandard user is authorized to get the particular register's data from your HansaWorld server
- or disable this register in your HansaWorld source application import setup page.
- Select your data
In the "Company" drop-down menu you can select which company data you wish to import. If you are using flex.bi BUSINESS plan, you can enable Finance Consolidation to import finance data for several companies.
In the "Start import from" you have to enter the date in the following format (yyyy-mm-dd). The date describes the point in time from which the data will be imported, that is to say if you enter 2016-01-01 then all data that has been created from January 1, 2016 and up to today will be imported, data created before January 1, 2016 will not be imported. If you do not enter a date, data from 365 days ago will be imported by default.
The "Future days" field allows you to specify how many days into the future you want REST API to take data from.
The "Refresh period" field allows you to specify from how many days into the past you want your already imported data to be refreshed (required when an old data entry has changed).
The "Regular import frequency" allows you to specify how often you want your data to be refreshed.
Once you are done with selecting everything you wish to import press the "Import" button and the import will begin. Importing with REST API does not upload any source files into the "Source files" section of flex.bi.
If you want to also analyse your data by Objects or classification follow the steps in this documentation page about Extra dimensions.
If you want to import Extra dimensions (Object types, Customer classes, Item classes, Location classes, Item Varieties), click on section Extra Dimensions and select, which Extra Dimensions you need.
If your file is not recognized as a HansaWorld file then:
make sure the file contains any data at all,
try to re-export the data from HansaWorld again and allow some time for the new file to be populated with data, because exporting big files (several megabytes) can cause the files to appear as empty while they are being populated with data.
- Go back to Source Application tab and press Import.