Requirements

General Requirements

In order to use the ERP Connector, the following requirements must be satisified:

  • If using in Lime CRM Desktop Client: Lime CRM Server v12.22 or higher (in order to use the REST API).
  • If using in Lime CRM Web Client: Lime CRM Server v2020.2 or higher.
  • If using in Lime CRM Web Client: Lime CRM on-premise or Lime CRM cloud with customizations.
  • Lime CRM REST API.
  • The REST API must be accessible from the server where the Syncify service will be installed. For cloud based ERP systems, that means it must be accessible from the internet.
  • Database names on fields on the company object follows the list on Technical. If not, then the javascript code in the LBS app must be changed and Syncify must change the migration scripts.
  • If using in Lime CRM Desktop Client: Lime Bootstrap v1.12 or higher v1.x.

For All On-Premise ERP Systems (Even if Hosted Online)

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

  • A server where the Syncify service can be installed (can be installed on the ERP server). The server must have the following:
    • The ERP system must be reachable from the server.
    • Administrative rights to the server during installation.
    • Powershell 3.0 installed.
    • Python 3.6 installed.
    • .NET framework 4.5 or higher installed.
  • A URL to the server where the Syncify service is installed. The URL will be called from the Lime CRM clients when the user wants to send customer information from Lime CRM to the ERP system. If this should work while the user is not connected to the internal network (or through VPN), the URL must be external.
    • We recommend using https if using an external URL. If https is to be used, a SSL certificate (provided by the customer) must be installed on the server where the Syncify service is installed.
    • A port needs to be open in the firewall between the Lime CRM clients and the server where the Syncify service is installed. The standard port is 80802 when using http and 64432 when using https.

Specific Requirements

These are the additional, specific requirements per ERP system.

Visma Administration

  • Visma Administration with integration must be activated.
  • A number series must be active so that new customers automatically will get a unique customer number.

Visma Business

  • A user (does not have to be an administrator) with module Named User with username and password to Visma Business1.
  • Web service for Visma Business (VBS)1.

Microsoft Dynamics NAV

  • NAV 2009 R2 or higher is required.
  • A user in Microsoft Dynamics NAV with access to the web service.
  • The following pages need to be published in the webservice (and available externally during installation):
    • CustomerCard
    • CustomerLedgerEntries
    • DetailedCustomerLedgerEntries
    • Items
    • PostedSalesCreditMemo
    • PostedSalesInvoice
    • CountriesRegions
    • GeneralLedgerSetup
    • SalesPeoplePurchasers
  • An internal URL to the web service. This will be used when the integration is running.
  • An external URL to the web service. This will only be used during installation. The reason is that the web service must be accessed from Syncify's development environment. This can also be achieved with a VPN connection, in which case one must be provided.

Fortnox

  • Fortnox with integration must be activated and the "Lime CRM" integration ordered1.

e-conomic

Visma.Net

  • A dedicated integration user1. The user must have the roles Financial User and Financial Administrator.

Björn Lundén Administration

More information will come.

Business Central

On-premise

Follow the requirements for NAV.

Cloud

More information will come.

Visma eEkonomi

More information will come.

Exact Online

More information will come.

Uniconta

More information will come.

Tripletex

More information will come.

  1. May result in an additional fee from the supplier. ↩↩↩↩

  2. Can be customized if port already is in use by other applications. ↩↩