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Configuration

Lime Bootstrap App

The following parameters are possible to configure in the instantiation of the Lime Bootstrap App.

Parameter	Values	Default Value	Comment
view	'actionpad' or 'dashboard'	'actionpad'	'actionpad' will show the buttons and 'dashboard' will show the graph.
groups	Array of strings	undefined	Specify an array of strings with the names of the LISA groups. If undefined, all users have permission to the ERP Connector.
activeAddons	Array of strings	undefined	Specify an array of strings with the names of the ERP Connector add-ons that are active in this solution. Only valid string at this moment is 'erpmaster'.
logLevel	'debug' or 'info'	'info'	Set to 'debug' to increase logging to the Info Log tab when making calls to the Syncify services.
dev	true or false	false	Set to true if calls should be made to the test environment for Syncify's cloud service.

VBA Module

In the VBA module, there are Consts at the top of the file for settings for the communication with the Syncify services. How to use them is described in the installation instructions.

Parameter	Values	Comment
m_sErpSystem	One String of "vismaadministration", "vismabusiness", "navision", "fortnox", "economic", "vismanet", "bladministration", "businesscentral", "powerofficego", "vismaeekonomi", "exactonline", "uniconta" or "tripletex"	Has implications on ERP Master behavior and localization texts.
m_localErpUrl	String	Only used for on-premise ERP systems. Url to the server where the Syncify service is installed. It should be on the format http://erpserver:8080/api/customer.
m_accessKey	String	Only used for cloud ERP systems. Set according to internal Lime Technologies documentation.
m_secretKey	String	Only used for cloud ERP systems. Set according to internal Lime Technologies documentation.
m_clientId	String	Only used for cloud ERP systems. A GUID. Set according to what Syncify has provided.

Lime Admin

If the ERP Connector should be used from the web client, then configuration must be added in Lime Admin as well.

Add-on Configuration

Common Parameters

Parameter	Values	Comment
instanceId	String	Your unique id for the instance, eg company-fortnox
system	String	One of vismaadministration, vismabusiness, navision, fortnox, economic, vismanet, bladministration, businesscentral, powerofficego, vismaeekonomi, exactonline, uniconta or tripletex
systemDisplayName	String	Custom name used on the button in the web client. If left empty, the default name of the system will be used
groups	Array	List of group names that should have access to the button on the company.

Cloud Parameters

The following parameters can be used only when integrating towards a cloud based ERP system.

Parameter	Values	Comment
accessKey	String	Set according to internal Lime Technologies documentation.
secretAccessKey	String	Set according to internal Lime Technologies documentation.
clientId	String	A GUID. Set according to what Syncify has provided.
url	String	Url to Syncify cloud service. For production, use api.syncify.se. For test, use testapi.syncify.se.
limetype	String	Name of the Limetype for Company.
erpid	String	Name of ERP id property.
name	String	Name of name property.
organisationnumber	String	Name of Organisation Number property.
email	String	This is part of the Syncify API for future considerations. Will not be passed on to the ERP system.
emailinvoice	String	Name of Invoice email property.
fax	String	This is part of the Syncify API for future considerations. Will not be passed on to the ERP system.
telephone	String	Name of Telephone property.
address1	String	Name of Address (1) property.
address2	String	Name of Address (2) property.
city	String	Name of City property.
zipcode	String	Name of Zip code property.
country	String	Name of Country property.
deliveryaddress	String	Name of Delivery Address (1) property.
deliveryaddress2	String	Name of Delivery Address (2) property.
deliverycity	String	Name of Delivery City property.
deliveryzipcode	String	Name of Delivery Zip Code property.
visitingaddress	String	Name of Visiting Address (1) property.
visitingaddress2	String	Name of Visiting Address (2) property.
visitingcity	String	Name of Visiting City property.
visitingzipcode	String	Name of Visiting Zip code property.
reference	String	Name of reference Co-worker property.

Example Add-on Configuration

The following example is for a Lime CRM Base Solution integrated towards a cloud based ERP system, in this case Fortnox.

{
    "cloud": [
        {
            "instanceId": "<SET YOUR OWN UNIQUE ID>",
            "system": "fortnox",
            "systemDisplayName": "<OPTIONAL CUSTOM SYSTEM NAME>",
            "groups": [
                "Administrators",
                "Superusers",
                "Users"
            ],
            "accessKey": "<SOME SECRET STRING>",
            "secretAccessKey": "<SOME SECRET STRING>",
            "clientId": "<SOME SECRET STRING>",
            "url": "api.syncify.se",
            "limetype": "company",
            "erpid": "erpid",
            "name": "name",
            "organisationnumber": "registrationno",
            "email": "",
            "emailinvoice": "emailinvoice",
            "fax": "",
            "telephone": "phone",
            "address1": "invoiceaddress1",
            "address2": "invoiceaddress2",
            "city": "invoicecity",
            "zipcode": "invoicezipcode",
            "country": "country",
            "deliveryaddress": "visitingaddress1",
            "deliveryaddress2": "visitingaddress2",
            "deliverycity": "visitingcity",
            "deliveryzipcode": "visitingzipcode",
            "visitingaddress": "visitingaddress1",
            "visitingaddress2": "visitingaddress2",
            "visitingcity": "visitingcity",
            "visitingzipcode": "visitingzipcode",
            "reference": "coworker"
        }
    ]
}

View Configuration

The following needs to be added to the views in the Web Client.

Company

Card

Add the below under the section for Addresses:

        {
          "property": "invoiceaddress1"
        },
        {
          "property": "invoicezipcode"
        },
        {
          "property": "invoicecity"
        }

Add the below under the section for Additional Info:

        {
          "property": "emailinvoice"
        }

Add a new section for the ERP information.

    {
      "title": "ERP Information",
      "controls": [
        {
          "property": "erpid",
          "readonly": true
        },
        {
          "property": "erp_turnover_yearnow",
          "readonly": true
        },
        {
          "property": "erp_turnover_lastyear",
          "readonly": true
        }
      ]
    }

For Lime CRM server version 2020.3 or later: Add ERP Connector's web component to the card view configuration as below or add lwc-limepkg-erp-connector to the web component slot in the UI of Lime admin.

"components": [
    {
        "name": "lwc-limepkg-erp-connector"
    }
]

List

If you want the ERP id to be shown in the lists of related objects, set your header to for example this:

  "header": [
    {
      "property": "name"
    },
    {
      "property": "buyingstatus"
    },
    {
      "property": "erpid"
    },
    {
      "property": "coworker"
    }
  ],

Search

If you want the ERP id to be shown in the search results, set your header to for example this:

  "header": [
    {
      "property": "name"
    },
    {
      "property": "buyingstatus"
    },
    {
      "property": "erpid"
    },
    {
      "property": "coworker"
    }
  ],

Table

Add the below to the table config for company.

{
      "property": "erpid",
      "isDefault": true
    },
    {
      "property": "erp_turnover_yearnow",
      "isDefault": false
    },
    {
      "property": "erp_turnover_lastyear",
      "isDefault": false
    },
    {
      "property": "emailinvoice",
      "isDefault": false
    }

Invoice

Invoice is a new table added by the ERP Connector and it will not have any view config.

Card

{
  "header": [
    {
      "property": "invoice_number"
    }
  ],
  "sections": [
    {
      "title": null,
      "controls": [
        {
          "property": "invoice_number",
          "readonly": true
        },
        {
          "property": "company",
          "readonly": true
        },
        {
          "property": "customerid",
          "readonly": true
        },
        {
          "property": "customer_reference",
          "readonly": true
        },
        {
          "property": "coworker",
          "readonly": true
        },
        {
          "property": "invoice_type",
          "readonly": true
        },
        {
          "property": "invoice_date",
          "readonly": true
        },
        {
          "property": "invoice_expires",
          "readonly": true
        },
        {
          "property": "currency",
          "readonly": true
        }
      ]
    },
    {
      "title": "Payment",
      "controls": [
        {
          "property": "invoice_sum",
          "readonly": true
        },
        {
          "property": "invoice_vat",
          "readonly": true
        },
        {
          "property": "invoice_total_sum",
          "readonly": true
        },
        {
          "property": "invoice_balance",
          "readonly": true
        },
        {
          "property": "paid",
          "readonly": true
        },
        {
          "property": "paid_date",
          "readonly": true
        },
        {
          "property": "invoice_shredded",
          "readonly": true
        }
      ]
    }
  ],
  "relations": [
    {
      "property": "invoicerow"
    }
  ]
}

List

{
  "header": [
    {
      "property": "company"
    },
    {
      "property": "invoice_number"
    },
    {
      "property": "invoice_sum"
    }
  ],
  "subheader": [
    {
      "property": "coworker"
    },
    {
      "property": "currency"
    },
    {
      "property": "paid"
    }
  ]
}

Search

{
  "header": [
    {
      "property": "company"
    },
    {
      "property": "invoice_number"
    },
    {
      "property": "invoice_sum"
    }
  ],
  "subheader": [
    {
      "property": "coworker"
    },
    {
      "property": "currency"
    },
    {
      "property": "paid"
    }
  ]
}

Table

{
  "actions": [
  ],
  "columns": [
    {
      "property": "company",
      "isDefault": true
    },
    {
      "property": "invoice_number",
      "isDefault": true
    },
    {
      "property": "customerid",
      "isDefault": true
    },
    {
      "property": "customer_reference",
      "isDefault": false
    },
    {
      "property": "coworker",
      "isDefault": true
    },
    {
      "property": "invoice_type",
      "isDefault": false
    },
    {
      "property": "invoice_date",
      "isDefault": true
    },
    {
      "property": "invoice_expires",
      "isDefault": false
    },
    {
      "property": "currency",
      "isDefault": true
    },
    {
      "property": "invoice_sum",
      "isDefault": true
    },
    {
      "property": "invoice_vat",
      "isDefault": false
    },
    {
      "property": "invoice_total_sum",
      "isDefault": false
    },
    {
      "property": "invoice_balance",
      "isDefault": false
    },
    {
      "property": "paid",
      "isDefault": true
    },
    {
      "property": "paid_date",
      "isDefault": true
    },
    {
      "property": "invoice_shredded",
      "isDefault": false
    }
  ],
  "enabled": true
}

Invoice Row

Invoice row is a new table added by the ERP Connector and it will not have any view config.

Card

{
  "header": [
    {
      "property": "invoice"
    }
  ],
  "sections": [
    {
      "title": null,
      "controls": [
        {
          "property": "invoice",
          "readonly": true
        },
        {
          "property": "company",
          "readonly": true
        },
        {
          "property": "item",
          "readonly": true
        },
        {
          "property": "description",
          "readonly": true
        },
        {
          "property": "units",
          "readonly": true
        },
        {
          "property": "row_margin",
          "readonly": true
        },
        {
          "property": "row_value",
          "readonly": true
        }
      ]
    }
  ],
  "relations": [
  ]
}

List

{
  "header": [
    {
      "property": "company"
    },
    {
      "property": "invoice"
    },
    {
      "property": "rowid"
    }
  ],
  "subheader": [
    {
      "property": "units"
    },
    {
      "property": "description"
    },
    {
      "property": "row_value"
    }
  ]
}

Search

{
  "header": [
    {
      "property": "company"
    },
    {
      "property": "invoice"
    },
    {
      "property": "rowid"
    }
  ],
  "subheader": [
    {
      "property": "units"
    },
    {
      "property": "description"
    },
    {
      "property": "row_value"
    }
  ]
}

Table

{
  "actions": [
  ],
  "columns": [
    {
      "property": "company",
      "isDefault": true
    },
    {
      "property": "invoice",
      "isDefault": true
    },
    {
      "property": "item",
      "isDefault": true
    },
    {
      "property": "description",
      "isDefault": true
    },
    {
      "property": "units",
      "isDefault": true
    },
    {
      "property": "row_margin",
      "isDefault": false
    },
    {
      "property": "row_value",
      "isDefault": true
    },
    {
      "property": "rowid",
      "isDefault": false
    }
  ],
  "enabled": true
}