Installation Instructions

Preparations

• Check that the requirements are met.

For All On-Premise ERP Systems

This applies to Microsoft Dynamics NAV, Visma Business, Business Central and Visma Administration.

• Make sure that Syncify can get access to the server where the Syncify service should be installed (typically on the ERP server).

Visma Administration

• Make sure that you know which Visma database (which Visma company) the customer is using and the path to this on the server. Default path is usually C:\ProgramData\SPCS\SPCS Administration\Företag\XXX.

Microsoft Dynamics NAV

• Make sure that you have the domain and WebServiceURL for Microsoft Dynamics NAV at hand.

Fortnox

• Get the API key for the Lime CRM integration in Fortnox.

Installation in Lime CRM

This section describes what needs to be done in Lime CRM to set up the integration.

1. If not in cloud shared: Run poetry add limepkg-erp-connector to add the package as a dependency to your solution.
2. If not in cloud shared: Build and deploy your solution.
3. If not in cloud: Restart all Lime CRM services (Web server, Event handler, Task handler) with limefu restart all.
4. In Lime Admin, go to the Setup page in ERP Connector's settings and follow the installation instructions.

Lime Bootstrap App and Actionpad

These steps can be skipped if you will not use the ERP Connector from the Lime CRM Desktop Client.

1. Copy the addon_erp_connector_status and addon_erp_connector_graph folders in the apps catalog to the subfolder apps in the Actionpad folder.

2. In the company Actionpad:

   1. Add the link to Copy postal address to invoice address:

      <li data-bind="vba:'AO_ERPConnector.copyPostalToInvoiceAddress,' + lbs.activeInspector.ID, text:localize.addon_erpconnector.copypostaltoinvoiceaddress, 
      icon:'fa-files-o'"></li>
      

   2. Add the instantiation of the app to the company Actionpad (as shown below).

      <div data-app="{
          app: 'addon_erp_connector_status',
          config: {}
      }"></div>
      

3. Publish the Actionpads.

VBA

These steps can be skipped if you will not use the ERP Connector from the Lime CRM Desktop Client.

1. If a class module ControlsHandlerCompany does not exist: add this (in the Lime CRM Base Solution there is a ControlsHandlerTemplate that you can use). Important: Don't forget to add this to GeneralControlsHandler as well.
2. Add the code marked with ERP CONNECTOR GRAPH START in ControlsHandlerCompany.Setup.txt (found in the LIP package in the vba folder) to ControlsHandlerCompany.
3. Compile the VBA and make sure you do not get any errors.
4. Save the VBA.

LISA

1. Only valid for Lime CRM Desktop Client: Add the icons for the tables invoice and invoicerow. The icons are found in the folder lisa\icons in the LIP package. If you cannot find the tables in LISA, refresh the browser.
2. Only valid for Lime CRM Desktop Client: Add descriptive expressions for invoice and invoicerow. The descriptive expressions are found in text files in the folder lisa\descriptives.
3. Set the SQL for update property on the field company.fullinvoiceaddress according to the text file in the folder lisa\sql_on_update.
4. Set the SQL for update property on the field invoice.customerid according to the text file in the folder lisa\sql_on_update
5. During the installation, two users were created:
   1. The erpmigration@lime user will run the migration from the ERP system and will also be used by Syncify to log in to the Lime CRM client to look at the data during and right after the migration. Create a coworker card for the user so it can be used to log into a Lime CRM client, and provide Syncify with the username and password.
   2. The erpsync@lime user will run the continuous sync from the ERP system to Lime CRM, and it also calculates the sales trend and turnover numbers every night. If on-premise: Make sure the user name is configured here. Provide Syncify with the API key that was generated for this user during the installation.
6. Create a security policy tbl_erp. Give the group (System) ERP Connector" full rights. Give the group Users read access.
7. Add the security policy to the invoice and invoicerow tables.

Conclusion of Installation in Lime CRM

1. After the migration has been made, revised and approved by the customer: set the user erpmigration@lime to inactive in LISA.
2. After the first night verify that the sales trend calculations were ran. Therefore look for limepkg_erp_connector.sales_trend.tasks.calculate_sales_trend in the Task Handler logs. If it says that the daily task was disabled, enable it via the application config. If you can't find any logs, check out this troubleshoot. Kibana query for cloud customers:

   docker.hostname : "taskhandler-<CONTAINER-ID or 'shared'>.1.*" and job: "task-handler" and message : "limepkg_erp_connector.sales_trend.tasks.calculate_sales_trend"
   

Installation of Syncify Service

This is managed by Syncify. Both for on-premise and cloud ERP systems.