Step 1: Choose your data connection
Export / Import HansaWorld with Source Files
Suitable for demo accounts and quick testing purposes.
OR
Connect Hansaworld REST API
Connection available from version 8.1 or later, Hansaworld Webshop module access required to setup Rest API link
Suitable for accounts with small to medium amount of data as it will push all data from selected start date.
Step 2: Import templates
This step will take only couple of minutes, and you will have ready to use reports you can use.
- Choose reports you like and export report definitions
Step 3: Adjust templates to your data
Most of templates will work out of the box if you have imported current year data. If after importing the template report deos not show any results - open it by clicking on its name and check the data filtering selections e.g. adjust time period, sales persons, customer and other dimensions filters.
Tips and tricks
This webinar covers the process of data export, import and report setup in some more detail.