Setting up the Connector in Enterprise for Windows

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Configuration Guide

To get the Service Pro Connector setup and running properly you will need to perform the following actions. Note that this presumes you are uploading to a completely blank Service Pro database.

  1. Setup the Service Pro Connector
  2. Assign the Task type to any items in your ERP that should be uploaded as Tasks instead of Inventory
  3. Run Connectors to push initial data from your ERP up to Service Pro
  4. Setup a job to automate pushing subsequent your ERP changes up to Service Pro and downloading orders from Service Pro to your ERP

Service Pro Configuration

Note that when running, the connector does a 1 to 1 mapping of Service Pro work order numbers to Macola sales order numbers. This means that you will need to have MSI Data set the the next work order number in Service Pro appropriately to prevent data collisions.

Setup the Service Pro Connector

To configure Enterprise for Windows to use Service Pro, you need:

  1. Go to Maintain > Setup > Connector Accounts
  2. Click Add
  3. Enter your Service Pro Credentials
    • Type: ServicePro should be selected in this dropdown list.
    • Notify Email: Email address to receive activity reports from the connector.
    • Notify Verbosity: Use this dropdown list to setup how frequently you want to receive notifications:
      • All - receive email alerts every time the connector runs, regardless of activity
      • Activity - receive email alerts when something is uploaded to or downloaded from Amazon
      • Errors - only receive alerts when the connector encounters errors
      • None - receive no email alerts ever
    • API Key: 32 (36 with formatting) character guid. Service Pro should provide this.
    • Secret Key: This is a very long encrypted string value. Service Pro should provide this.
    • URL: Service Pro should provide this.
    • Items To Upload: Select the appropriate options from this dropdown list. This will determine what items are uploaded from your ERP to Service Pro. The options are:
      • None - self-explanatory
      • All - also self-explanatory. Note that when we say All, we mean it so if you have a lot of items, be prepared for a wait when you run the Connector
      • Webcategory - selecting this unhides a Root Category field. This limits the upload of structure and items, and allows you to upload only items on the specific webcat page to Service Pro. If blank, all items and customers in the database will be used. You can plug in either the page's GUID or a functional Code which is set when editing the page.
      • Query - selecting this unhides a Query for Items dropdown. On it, you can select queries saved in the system (System Management | System | Queries)
    • Customer To Upload: Select the appropriate options from this dropdown list. This will determine what customers are uploaded from your ERP to Service Pro. The options are:
      • None - self-explanatory
      • All - also self-explanatory. Note that when we say All, we mean it so if you have a lot of items, be prepared for a wait when you run the Connector
      • Query - selecting this unhides a Query for Items dropdown. On it, you can select queries saved in the system (System Management | System | Queries)
      • Tax Exempt - selecting this only pushes up customers that have been marked to not collect tax. This may require some additional setup.
    • Customer No For New Customers: Select the appropriate option from this dropdown list. This will determine how the system writes from your ERP. The options are:
      • Next Customer Number: Selecting this writes a new customer created in Service down into the ERP as the next customer number according to the proper range. Note also that if this is selected, the system will also download existing customers from your ERP into Service Pro.
      • Guest Customer Number: Selecting this option unlocks the Guest Customer No field (which must be populated with your ERP's guest customer number) and then writes all new customers from Service Pro into your ERP with that guest customer number.
    • Starting Service Pro Order #: This is used in the event that you've got older Service Pro orders that have already been manually created in your ERP, so you'd populate this with the first Service Pro order that you do want to download.
    • Max Logging Level to Upload: Populate this field according to the logging level from BirdDog you wish to upload. Leaving it blank or inputing a 0 will not upload any data, while a 1 will only upload severity 1 logging and a 2 will upload both 1s and 2s. Note that this could seriously affect the efficacy of your connector so use it carefully.
    • Terms Code: Select the terms code for new customers from this dropdown list.
    • Customer Type: Select the customer type code for new customers from this dropdown list.
    • Sales Person: Select the sales rep for new customers from this dropdown list. If left blank, new customers will use whatever is set in Service Pro when writing to your ERP, but if populated, this information will override what is brought down from Service Pro.
    • Ship Via: Select the ship via for new customers from this dropdown list.
    • Tax Schedule or Tax Code: Select the appropriate code for new customers from this dropdown list. These are mutually exclusive so you can assign a tax schedule or a tax code to a new customer, but not both. If left blank, new customers will use whatever is set in Service Pro when writing to your ERP, but if populated, this information will override what is brought down from Service Pro.
      • You will need to pay attention to your ERP's settings in the event they have some limitations, like only allowing tax schedules (like Sage 100, for example.) Set these accordingly.
    • Sync Order Line Unit Price: If this checkbox is marked, unit price on a work order line at Service Pro will override whatever those items are set to in your ERP. For example, if Item X normally has a price of $39.99, but your Service Pro tech adds it as a line item on an order for half that ($19.99) because the customer is awesome, this order will come with this pricing only if this is checked. If it is unchecked, the connector will bring the order line down but ignore any changes to the unit price on the work order line.
      • Note that this does not change your master item prices. It only affects the unit price on that specific work order line.
    • Last Successful Run Time: This field is read only and is only present so you can see when your connector has run most recently. It is used principally for troubleshooting connector sync issues.
    • Enabled: If this checkbox is left unmarked, the connector is not active so the run connector process will not even try to sync any data.
  4. Once you are satisfied with your setup, click Save and then Close.

Assign Service Pro Item Type

By default, all Items in your ERP will be considered Inventory Items and uploaded to Service Pro as such. Any items in your ERP that will be used for billing Tasks, Service Techs, or Inspection will need to have their Item Type set appropriately so they can be billed correctly.

  1. Go to Maintain > Items
  2. Search for the Item
  3. Once the item has properly populated, navigate to the Integrations tab using the left/right arrow buttons on the tab level
  4. Set the Service Pro Type on the Integrations tab and click on OK

Run the Service Pro Connector Manually

During initial configuration and anytime you want to force the process after that you can run the connector manually:

  1. Enterprise for Windows > Processes > Run Connectors

Create the Job

To ensure BirdDog keeps the data flowing between your ERP and Service Pro automatically you will need to:

  1. Go to Maintain > Jobs
  2. Click on the Schedule New Job button
  3. Select Run Connectors in the Job dropdown list
  4. Schedule the job according to how frequently you want it to run (for example, every hour or at a certain time each day.)
  5. Save.