Setting Up the Connector In Enterprise Windows

Configuration Guide

To get the Configure One Connector setup and running properly you will need to perform the following actions.

1. Setup the Configure One Connector
2. Run Connectors to push initial data from your ERP up to Configure One
3. Setup a job to automate pushing subsequent ERP changes up to Configure One and downloading orders from Configure One to your ERP

Setup the Configure One Connector

To configure Enterprise for Windows to use Configure One, you need:

1. Go to Maintain > Setup > Connector Accounts
2. Click Add
3. Enter your Configure One credentials:
   • Type: Configure One 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
   • Configure One URL: Input the URL you will be accessing. It will typically be in the format (SiteName).configurators.com.
   • API Key: Input the data provided to you by Revalize Software.
   • API Secret Key: Input the data provided to you by Revalize Software.
   • Realm: Input the data provided to you by Revalize Software.
   • User Name: Input a valid name from User Master Maintenance. This is used to record who is making the changes.
   • Items To Upload: Select the appropriate options from this dropdown list. This will determine what items are uploaded from your ERP to Configure One. 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 Configure One. 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 Configure One. 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.
4. Once you are satisfied with your setup, click Save and then Close

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 Configure One 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.