Appendix C
Configuring Accounting Integration
Before beginning this chapter...
Install and configure Web components as described in Chapter 5, “Installing the Web
Components”
and
Chapter 8, “Configuring the Web Client” .
Accounting Integration allows you to share information between Sage SalesLogix and any accounting system that supports the Sage CRM ERP Contract. Sage SalesLogix Web Client users can view open sales orders, customer invoices, customer payments, open invoices, and their corresponding details. This feature is not available to Sage SalesLogix Windows or
Mobile Client users.
Sage SalesLogix supports the synchronization of information between Sage SalesLogix and supported accounting applications. However, depending on your accounting system, some of this information may not be available. Each accounting system determines the record types they will synchronize with Sage SalesLogix. Depending on your integration, you may be able to synchronize all or some of the following:
• Accounts/Trading Accounts
• Addresses
• Contacts
• Contracts/Invoices
• Opportunities/Sales Quotes
• Prospects/Customers
• Sales Orders
Synchronization of information in real-time requires an internet connection. When using Accounting Integration on the Offline Web Client, data in real-time data views will be current as of the last time the Client connected with the host database.
Accounting Integration Features
When you integrate Sage SalesLogix with an accounting system, you can transfer information between systems so that your front-office and back-office systems work together and contain the same data. Users can:
• View current pricing and discounts in Sage SalesLogix with information pulled from the accounting system.
• Use price lists and products that originate in the accounting system.
• Submit sales orders from Sage SalesLogix to the accounting system and receive confirmation when the order has posted.
• View warehouse information and product availability from Sage SalesLogix.
• View order information such as price, discounts, shipping dates, and more in real-time.
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Configuring Accounting Integration
To configure Accounting Integration you must enable endpoints, start the service, import records, and configure users and roles.
Caution: Configuring Accounting Integration modifies the connection to the Sage
SalesLogix product table so it is no longer possible to add products to an open opportunity. If you are using these instructions to add Accounting Integration to an existing Sage SalesLogix 8.0 installation, make any necessary modifications to open opportunities first.
Running the Account Integration Phone and E-mail Update Utility
Before setting up your Accounting Integration endpoints, you must run the Account Phone
Number and E-mail record update utility. This utility creates a record in the
ERPPHONENUMBER or ERPEMAILADDRESS table for each phone number and email column in either of the ACCOUNT or CONTACT tables. Those records are mapped back to the original entity column where they originated.
Windows Authentication must be configured for the administrative user before running the Account Integration Phone and E-mail Update utility.
For detailed steps, see the "Using Windows Authentication" topic in the
Administrator Help.
To run
1. On your Administrative Workstation, browse to the ICLegacyPhoneEmailUpdater.exe and ICLegacyPhoneEmailUpdater.config files.
By default the configuration files are in ...\Program Files\SalesLogix.
2. Double-click ICLegacyPhoneEmailUpdater.config to open the file in a text editor of your choice.
3. Scroll to the <connectionStrings> section and change the Initial Catalog value from
SALESLOGIX_EVAL to your database alias.
For example:
<connectionStrings> <clear/> <add name="Default" connectionString="Provider=SLXOLEDB.1;Persist Security Info=True;Initial
Catalog=MyDatabaseAlias;Data Source=localhost;Extended
Properties="PORT=1706;LOG=ON;CASEINSENSITIVEFIND=ON;AUTOINCBATCHSI
ZE=1;SVRCERT=12345;ACTIVITYSECURITY=OFF;TIMEZONE=NONE""/>
</connectionStrings>
4. Double-click ICLegacyPhoneEmailUpdater.exe to run the utility.
5. Click Create ERP Phone Records to create phone records.
6. Click Create ERP E-mail Records to create e-mail records.
7. Click the Close button.
Configuring Endpoints
Accounting Integration is enabled when the Sage SalesLogix endpoint and at least one target endpoint is configured and enabled. At least one endpoint must be active to share data between Sage SalesLogix and your accounting system.
To set
1. On the Sage SalesLogix Web Client Administration menu, click Integration Setup.
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2. In the SalesLogix Feed box, type the SData URL that Sage SalesLogix uses to share information between systems. Do one of the following:
• If your implementation does not use the default port (port 80), use format http://server:port/sdatavirtualdir/application/contract/operatingcompany/-/
• If your implementation uses port 80, omit the port number from the URL. The Sync
Service automatically strips the default port from the URL which causes matching issues and errors. Avoid this by using format http://server/sdatavirutaldir/application/contract/operatingcompany/-/
• Set application to slx.
• Set contract to gcrm.
• Set operatingcompany to - (Sage SalesLogix does not have an operating company).
3. In the User Name box, type the user name for the Sage SalesLogix database that the accounting system connects to.
4. In the Password box, type the password for the user name.
5. In the Display Name box, type the display name for the feed.
6. Click Save.
7. If necessary, select the Restrict account promotion to single accounting system option to limit your integration to Sage SalesLogix and one accounting system.
8. Click the Accounting Systems tab to configure the feed details for your accounting system(s).
9. Click Add.
10. Set the following values in the Setup Accounting Integration dialog box.
Box
Accounting Feed
User Name
Password
Test Feed
Display Name
Description/Action
Type the SData URL to the accounting system.
1. Do one of the following:
• For implementations that do not use the default port (port 80), use format http://server:port/sdatavirtualdir/application/cont
ract/operatingcompany/-/
• For implementations that use port 80, omit the port number from the URL. The Sync Service automatically strips the default port from the URL which will cause matching issues and errors.
Avoid this by using format http://server/sdatavirutaldir/appliation/contract/o peratingcompany/-/
2. Set application to your accounting application name.
For example, Sage1000.
3. Set contract to gcrm.
4. Set operatingcompany to the operating company in your accounting application that you are integrating with.
Type the user name used to log on to the account system.
Type the password for the corresponding user name.
Click to test and display the connection status.
Type a display name for the accounting system. This name displays in the Web Client when users are linking records between Sage SalesLogix and the accounting system.
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Box
Enables Synchronization,
Linking and Transacting
Filter By Resource
Description/Action
Select to enable this feed.
Select a resource type and click the Execute button to display schema differences in the grid. This feature compares the schema for the selected resource in the two integrated systems and returns any differences in string lengths. If string values do not match, use the Database
Manager or other application to modify the schema in one of the systems.
11. Click OK.
Comparing and Configuring Schema Differences
Sage recommends comparing the database schema in Sage SalesLogix with your accounting application schema to ensure data integrity. You can compare data for various resources to determine if differences in string lengths exist between systems.
This feature compares the schema for the selected resource in the two integrated systems and returns any differences in string lengths.
To compare
1. On the Web Client Administration menu, click Integration Setup.
2. On the Accounting Systems tab, click Edit for the enabled accounting system.
3. In the Setup Accounting Integration dialog box, use the Schema Differences section to find differences between systems.
a. In the Filter By Resource box, select the resource type.
b. Click Execute.
c. Review the differences in the grid.
d. Note any information that may cause data integrity issues. For example, an accounting system field may only accept three characters when the same field in
Sage SalesLogix accepts free text.
4. Repeat step 3 for all resource types.
5. Use the Database Manager or other application to modify the schema in one of the systems.
Configuring Matching Criteria
Use the Matching tab to set global default matching criteria for users creating links. These settings will apply to all users as they link accounts between Sage SalesLogix and your accounting system.
Sage SalesLogix has defined default matching criteria for accounts. To modify the criteria specific for your company, see the “Matching Tab” topic in the Web
Client help.
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Configuring the Accounting Integration Synchronization Service
The Accounting Integration Synchronization Service (Sage SalesLogix SData Sync Service) allows data transfer between Sage SalesLogix and your accounting system. The service must be started and set to run as automatic.
To configure
1. Make sure you configure and enable endpoints as detailed in “Configuring Endpoints” on page 136
before starting the service.
2. Review the Sage.SalesLogix.SyncEngineService.exe.config file to ensure the connection is defined correctly at the end of the file. The connection information should match the connection.config deployed to your Web site.
By default the configuration file is in ...\Program
Files\SalesLogix\Sage.SalesLogix.SyncEngineService.exe.config and the connection file is deployed to ...\inetpub\wwwroot\slxclient
3. On the Administrative Workstation, open Services.
4. Right-click the Sage SalesLogix SData Sync Service, and then click Properties.
a. In the Startup type box, select Automatic.
b. Set the service to log on and run as the WebDLL user.
Ensure you have enabled Windows Authentication for the WebDLL user. See
“Configuring the WebDLL User for Windows Authentication” on page 76 for details.
c. Click Start.
5. Click OK.
Exporting and Merging Records from your Accounting System
After configuring the integration endpoints and starting the synchronization service, you can export records from your accounting system to Sage SalesLogix. Any records imported into
Sage SalesLogix will be linked to the corresponding record in your accounting system. After exporting records, you should check for duplicate records.
The Check for Duplicates wizard compares records in Sage SalesLogix to determine if your data contains duplicates. The wizard creates a job containing possible duplicate data. You can use the job results to merge or remove duplicates.
To export and merge
1. Use the export tool provided by your accounting system to export the appropriate data into Sage SalesLogix.
2. On the Web Client Tools menu, click Check for Duplicates.
3. On the Select a Source screen: a. In the Select type of Job drop-down list, select the entity type for which you want to check for duplicates.
b. In the Group drop-down list, select the group of records within the selected entity type.
c. Click Next.
4. On the Search Options screen, select the filters you want the wizard to use when matching data.
If you select a value, the data in both records must be an exact match to be considered a duplicate.
5. (Optional) Click Advanced Match to set additional match options.
6. Click Next.
7. On the Review screen, verify your selections for this job.
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8. Click Submit.
9. Click the Job Number link to open the Check for Duplicates History Detail view and view any potential duplicates.
10. On the Potential Duplicates tab, click the Resolve link.
11. In the Duplicate Search Results section:
• Click the Merge link for the account with which you want to merge this record. Then, use the Merge Data dialog box to select the data you want to keep.
• Click Not a Duplicate if the record is not a duplicate and should be left as a separate record.
12. Return to the Check for Duplicates History Detail view and merge or mark records as not a duplicate for all records in the job.
Configuring User Roles
By default, users created in the Web Client are granted the Standard User role which allows access to accounts, contacts, opportunities, and other Sage SalesLogix records. When enabling Accounting Integration, you should assess the roles required for each user depending on the tasks they will perform.
Review the “What are Roles and Secured Actions?” topic in the Web Client help to determine what access is required for each of your Sage SalesLogix Accounting
Integration users and use the Roles view to assign and remove your user’s roles as appropriate.
After completing this chapter...
You have completed task 19 in the “Web Tasks”
checklist.
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