STEP 1: Hansaword data import
1. FILE IMPORT with Hansaworld files ( *.txt ) - Suitable for demo accounts and quick testing purposes.
For this option you need to Export files from your Hansaworld system Integration or Data maintanance module,
upload them in Source Files tab of yor account and then setup Hansaworld application in Source application tab.
Instruction for Application setup
OR
2. Hansaworld REST API connection available from version 8.1 or later, Hansawold Webshop module acess required to setup Rest API link.
Note : 3. You can also setup Automated exports with HAL package provided by us who will push files to server automatically. This options requires aprox 3 - 4 hour setup.
STEP 2 : IMPORT TEMPLATES
Open OUR TEMPLATES , Choose reports you like and import them on your data.
This step will take only couple of minutes, and you will have ready to use reports to play with.
Instructions for report definition export & import
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 template import report deos not show any results - open it by clicking on its name and adjust time period of report, or select tour sales persons instead of ours.
Read more about adjusting Templates HERE