Setting up the Connector in Enterprise for Windows

Configuration Guide

To get the M1 Connector setup and running properly you will need to perform the following actions.

1. Create a blank new SQL database using the BirdDog engine
2. Setup the M1 Connector
3. Run Connectors to pull initial data from M1 to your blank database; you will need to run connectors multiple times during this setup process
4. Update the BirdDog database Schema to match M1
5. Setup a job to automate pushing subsequent ERP changes up to M1 and downloading orders from Service Pro to your ERP

Create a blank new SQL database

To generate the new database properly, you will need to perform the following actions.

• Create a Blank Database in Microsoft SQL Server Management Studio.
  • NOTE: Currently, this database must be created on the same server that M1 is running.
• Open the SQL script provided to you by BirdDog, then search for *DATABASENAME* and replace this (including the asterisks) with your new database name.
• Run this script against that database.

Setup the M1 Connector, Part 1

To configure Enterprise for Windows to use M1, you will need to do the following. Note that you will have to Run Connectors multiple times during this process to download necessary data:

1. Go to Maintain > Setup > Connector Accounts
2. Click Add
3. Enter your M1 Credentials and information
   
   • Description: Give this connector an easily recognizable name.
   • Type: M1 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
   • M1 Database: Input the M1 database name here; it will be something like M1_M1.
   • 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. Save and Close.

Run the M1 Connector Manually, Part 1

Use this to make an initial data download:

• Enterprise for Windows > Processes > Run Connectors
• This will download some of the required data, specifically some GL Accounts, Locations, and Product Categories. The resulting popup will advise you that the "Default location must be set on the connector before items can be downloaded from M1."

Update The BirdDog Database Schema To Match M1

To make sure that everything is setup correctly inside the database, close Enterprise for Windows entirely at this point and restart it. When it boots up against the database you just made the above changes to, the software will also finalize any 'under-the-hood' revision-level changes specific to M1 so the database conforms to our system requirements.

Setup the M1 Connector, Part 2

To configure Enterprise for Windows to use M1, you will need to do the following. Note that you will have to Run Connectors multiple times during this process to download necessary data:

1. Edit your M1 Connector
2. Enter your M1 information
   • Location: Select your default location from this dropdown list.
   • Tax Liability Account: Select your primary tax liability GL account from this dropdown list.
3. Save and Close.

Run the M1 Connector Manually, Part 2

Use this to make another data download:

• Enterprise for Windows > Processes > Run Connectors
• This will download some of the required data, specifically Customer Types, Items, Sales Persons, Ship Vias, and Term Codes. The resulting popup will advise you that the "Default sales person, terms, tax code, and customer type must be set on the connector before customers can be downloaded from M1."

Setup the M1 Connector, Part 3

To configure Enterprise for Windows to use M1, you will need to do the following. Note that you will have to Run Connectors multiple times during this process to download necessary data:

1. Edit your M1 Connector
2. Enter the last of your M1 information
   
   • Terms Code: Select the terms code for new customers from this dropdown list.
   • Customer Type: Select your default customer type code from this dropdown list.
   • Sales Person: Select the sales rep for new customers from this dropdown list.
   • Ship Via: Select the ship via for new customers from this dropdown list.
   • Tax Code: Select the appropriate code for new customers from this dropdown list.
3. Save and Close.

Run the M1 Connector Manually, Part 3

Use this to make the final data download for setup:

• Enterprise for Windows > Processes > Run Connectors
• This will download the rest of your data from M1, specifically Customers.

Create the Job

To ensure BirdDog keeps the data flowing between your M1 and the BirdDog database 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.