Set Up Accounting Integration

Use the Setup Accounting Integration dialog box to define the accounting feed details.

Box	Description/Action
Accounting Feed	Type the SData URL to the accounting system. Use the format: http://server:port/sdatavirtualdir/ application/contract/operatingcompany / Set application to your accounting application name. For example, Sage1000. Set contract to gcrm. Set operatingcompany to the operating company in your accounting application that you are integrating with.
User Name	Type the user name used to log on to the accounting system.
Password	Type the password for the corresponding user name.
Test Feed	Click to test and display the connection status.
Status	Displays the test results of the accounting feed.
Display Name	Type a display name for the accounting system. This name displays in the Web Client when users are linking records between Sage SalesLogix and the accounting system.
Enable Synchronization, Linking and Transacting	Select or clear to enable or disable this feed. When the feed is disabled, the accounting system is not available for linking or synchronizing to or from Sage SalesLogix.
Filter By Resource	Select a resource type and click the Execute button to display schema differences in the grid. This feature compares the schema for the selected resource in the two integrated systems and returns any differences in string lengths. If string values do not match, use the Database Manager or another application to modify the schema in one of the systems.

If this is not the first accounting system feed to be linked, you must reset IIS on the Web server so that any new feeds will be included during synchronization.