Connections

Credentials entered here are stored securely.

The Connections page is where users connect Connect to their ERP, such as Fishbowl, Katana or QuickBooks Online. Each ERP shows whether it’s Connected or Disconnected.

Connections can be found in the Connect sidebar, or by selecting Manage Connections on the dashboard.

Connecting an ERP

Each ERP activates differently, depending on what it requires. The steps below are for Fishbowl, which uses a host, port, username and password. Other ERPs, such as Katana or QuickBooks Online, may ask for different credentials, such as an API key or a sign-in to your account.

1. Open Connections.
2. On your ERP, select Configure. The Connection Credentials window opens.
3. Enter the host and port of your ERP server.
4. Enter the username and password Connect will sign in with.
5. Select Save.
6. Select Connect. A message confirms Connection activated, and the ERP shows Connected.

• For Fishbowl, it’s best to use a separate Fishbowl user for Connect, so changing an admin’s password doesn’t break the connection.

Testing a Connection

1. On the ERP, select Test.
2. Select Run Test.

Healthy means the connection is working. Select Close when done.

• To stop syncing with an ERP, select Disconnect.