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.
- Setup the Service Pro Connector
- Assign the Task type to any items in your ERP that should be uploaded as Tasks instead of Inventory
- Run Connectors to push initial data from your ERP up to Service Pro
- 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:
- Go to Maintain > Setup > Connector Accounts
- Click Add
- Enter your Service Pro Credentials
- Type: ServicePro should be selected in this dropdown list.
- API Key: 32 (36 with formatting) character guid. Service Pro should provide this.
- SK: Secret Key. Very long encrypted string value. Service Pro should provide this.
- URL: Service Pro should provide this.
- Notify Email: Email address to receive activity reports from the connector.
- 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.
- Go to Maintain > Items
- Search for the Item
- Once the item has properly populated, navigate to the Integrations tab using the left/right arrow buttons on the tab level
- 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:
- Enterprise for Windows > Processes > Run Connectors
Create the Job
To ensure BirdDog keeps the data flowing between Macola and Service Pro automatically you will need to:
- Go to Maintain > Jobs
- Click on the Schedule New Job button
- Select Run Connectors in the Job dropdown list
- Schedule the job according to how frequently you want it to run (for example, every hour or at a certain time each day.)