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A connection represents one ERP database in Omnilinker. You set it up on one page, in four steps: choose the ERP, install ERP Sync and pair the PC with a connection code, check on the PC, and say who sets what. The person who sets up the ERP Sync agent types the code in the agent’s tray app. Before you start, check that you have the permissions listed in Requirements.

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Create the connection

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Check that the ERP integration is enabled

Look for ERP Integration in the main menu. If it is missing, the ERP integration is not enabled for your organization yet. Ask Omnilinker to enable it; see Modules and feature availability.
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Start the setup

Open ERP Integration > Connected systems and click Connect an ERP. You can also click an ERP’s tile under Connect another ERP on the same page, or Connect ‹ERP› on Supported ERPs. The setup page opens at /erp-integration/connections/new. You need the Create ERP Connection permission.
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1. Choose ERP

Under Which ERP?, choose Wapro Mag (Available). Subiekt nexo shows as Pilot: its connector is not in the ERP Sync package yet, so it is not available to connect yet. Give the connection a Name your team will recognize, such as the company or warehouse the ERP database belongs to (up to 128 characters, and different from your other connections). Click Create and continue.The setup does not ask for your ERP database details. You enter those later in the agent, and they never leave your network.
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2. Install and pair

Install ERP Sync on the PC that reaches the ERP database (see Install the agent), then connect it with a code. The pairing is shown on the page; see Get a connection code. Next is available once a PC has used the code.
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3. Check on the PC

The page waits for the PC to come online, for its connector to be ready and for its first lists to be read: price levels, warehouses and products from the ERP. The checks update by themselves every few seconds. A check that fails says what to fix, and one that only orders need (or the ERP user for writes, which you choose in the last step) says it doesn’t stop setup. When “All checks passed. Press Next.” appears, click Next.
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4. Who sets what

Answer the parts of this step in order: Products, Writing, Prices, Stock, Orders and Summary. See Who sets what below. Except the Orders answer, which is saved when you choose it, nothing in this step is saved until you choose Save.
While the setup is not finished, the connection’s status reads Setting up · step 2 of 4 (with its step), and Continue setup opens the page at that step. Finish later leaves the page; you can come back and it opens at the step it reached. Its address can be sent to a colleague: someone without the right to connect a PC, or to answer the last step, sees “Someone else finishes this step” or “Someone else answers this step” with Copy this page’s address. When everything is set, the page says “‹connection› is set up” with Open the connection. Edit in the connection’s row menu on Connected systems changes its Name and Description. The ERP cannot be changed. The dialog shows an info box, ERP credentials stay on your PC: you enter the ERP database details in the agent, and Omnilinker never receives them.

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Who sets what

The last step decides, for this connection, who sets each kind of data. Each part has its own page, with Back and Next:
  • Products: how many of the ERP’s products are already linked by code or by EAN, how many are suggested and how many are only in the ERP, and who manages SKUs. Which product fields come from the ERP is chosen afterwards, in the connection’s product settings; see Products from your ERP.
  • Writing: which ERP user Omnilinker writes as. Every price and order Omnilinker writes is recorded in the ERP under this user, and without one Send to ERP and orders are refused. You can skip it while Omnilinker only reads from the ERP.
  • Prices: for each catalog price level, its ERP level and whether the ERP or Omnilinker sets it. A level the ERP sets takes over after the first full read of its prices, usually minutes after you save, and you confirm the handover then, with what changes. A level Omnilinker sets can be passed to the ERP with Send to ERP, and automatically once automatic sending is switched on for it (see Send prices automatically). Saving maps every level at once and asks the ERP for one read of its prices, not one per level. A level the ERP calculates from another one can only be received. See Prices from your ERP.
  • Stock: for each ERP warehouse, its Inventory warehouse and whether the ERP changes its stock. A warehouse with the same code is offered first. A warehouse the ERP manages takes over once you confirm the handover, after its stock has been read. See Hand a warehouse to your ERP.
  • Orders: who imports orders into the ERP today. Omnilinker passes orders on only if nobody else does. This answer is saved when you choose it. See Orders to your ERP.
  • Summary: who sets what after setup, and what happens next. Click Save (it reads Save and read prices when saving asks the ERP for a read of its prices).
When the first read arrives, a handover you chose waits for you on Overview under Needs you (“ready to take over what setup chose”), with Review the handover. Until you confirm it, Omnilinker keeps setting it. Later, owners and mappings are changed on the connection’s Price levels and Warehouses and products tabs; see Lists and mappings.

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Get a connection code

The agent signs in to Omnilinker with a key of its own for this connection. It gets that key from a connection code: you never copy a key by hand.
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Open Connect a PC

The setup’s Install and pair step shows it on the page. For a connection that already exists, click Connect a PC in its row menu on Connected systems, or in the connection’s header. The connection must be switched on, and you need the Connect a PC (issue the agent key) permission.
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Before the PC

The dialog says what the PC that runs the ERP needs, links to How to install ERP Sync, and says that the PC gets its own key for this connection. A PC connected before stops working once the new PC is connected. Copy the steps copies the instructions for the person at the PC.
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Show the code when someone is at the PC

Click Someone is at the PC: show the code. The code appears under Connection code, and it works once, for 10 minutes, so show it only when someone is ready to type it. Read it out, or type it there yourself. Get a new code replaces it.
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Confirm on the PC

The person at the PC types the code in ERP Sync, checks that it shows your company and the connection, and presses Connect. The dialog waits (“Waiting for the PC to use the code…”) and then says “‹PC› is connected to ‹connection›.”, followed by the first checks on that PC.
If a newer code was made meanwhile, in another window or by someone else, the dialog says this one no longer works: click Get a new code. The person at the computer types the code in the tray app’s setup; see Set up the agent.

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What connecting a PC creates

When a computer uses the code, Omnilinker:
  • creates a service account for the connection, named erp-agent- followed by the connection ID, if it does not exist yet. The account has no password and cannot sign in to the web app;
  • adds the account to the ERP Sync Agent role, which Omnilinker creates the first time;
  • issues the computer a new key that holds only the connection permission the agent needs, and revokes the connection’s earlier agent key.
So connecting another computer, or the same one again, stops the computer connected before: one agent serves one connection. Every page names the PC that serves the connection. The service account appears in your users list. Do not delete it while the agent is in use.
Do not create the agent’s key on the API keys page. A key created there acts as the admin who created it, with all of that admin’s permissions. Connect the agent with a connection code instead. See API keys.

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Stop a PC

To stop a PC you cannot reach, open the connection’s PC and connector tab and, under Stop this PC, click Switch off ‹connection›, or click Switch off in its row menu on Connected systems. A switched-off connection accepts nothing from its agent until you switch it on again. Connect another PC gets a code for a new PC; the old one stops as soon as the new PC uses the code.

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Find the connection ID

You do not need to enter the connection ID anywhere: the agent’s setup shows the connection that belongs to your code. It is useful when you talk to support about a specific connection. To find it, open the connection. The connection ID is the part of the address in your browser after connections/:

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Get the agent installer

Install the agent

Install the ERP Sync agent on a computer in your network.