Troubleshooting

Common Issues

ERP Connector gets stuck when sending a customer

Description

I try to send a company from Lime CRM desktop client to the ERP system but nothing happens, and the app keeps spinning until I reload the actionpad.

Solution

This is most certainly due to a faulty installation. For the app to work the fields that the app fetches info from needs to be visible in the form.

  • Check if you have added all fields necessary for the ERP Connector.
  • Have you made any fields invisible everywhere? See which fields that are created during the installation and which fields the ERP Connector expects to exist here. Make sure that none of them are Invisible = Everywhere in LISA. Invisible = On Forms should work.
  • If the customer doesn't want to show all fields on the form included in the ERP Connector, they can be removed from app.utils.js. Note that this will make the app harder to upgrade!

Error When Sending Customer From Lime CRM to ERP

Description

I get an error while trying to send companies from Lime CRM to the ERP system.

Solution

Some things to check if it is an on-premise ERP system:

  • The call to the on-premise Syncify service is made from the client. That means, that for it to work properly, the server where the Syncify service is installed (typically the ERP server) must be reachable from the user's computer through the url specified in the const m_localErpUrl in the VBA module. Firewalls and working outside the company network can cause issues.
  • Make sure that the Syncify service is running correctly.

If Visma Administration, you can check these things:

  • Make sure that there is a numberseries set (Arkiv - Företagsunderhåll - Företagsinställningar - Nummerserier). This is needed in order to be allowed to create new customers in Visma Administration through the API.
  • You need to have a valid registration number on the company.

Invoices and Invoice Rows Not Created in Lime CRM

Description

The on-premise Syncify Service is started but no invoices or invoicerows are created in Lime CRM.

Solution

Go through the list below in order to find out the cause of the problem:

  • Check the InfoLog for error messages (in the folder Logs).
  • Check the tab Info Log in the Lime CRM Desktop Client for error messages.
  • Check the SyncifyService-log for error messages (SyncifyService-log.txt).
  • Check the Lime Server Webserver log for error messages (usually C:\ProgramData\Lundalogik\LIME Pro Server\Web Server\logs).
  • Make sure that the user information is correct for the erpsync user (API key and API url).
  • Make sure that all fields are properly created in Lime CRM on the invoice and invoicerow tables.

Rerun the Migration

Description

I need to do a migration of invoices and invoice rows once again.

Solution

It is possible to turn back the cutoff timestamp for the invoice sync, which means that invoices or invoice rows updated earlier than the last scheduled run of the sync will be updated in Lime CRM. This can be useful for catching up if something was missed a few days back or so. If you want to transfer invoices from further back than that it might be a better idea to use the initial migration scripts instead.

First, read up on how the migration works here. Is the migration really what you want? Should companies be involved?

  • Start Syncify.Client.CrmDesktopSetup.exe as administrator.
  • Click on "3. Migration" and the migration will start.

Updating URL for Lime CRM REST API

Description

The customer has changed the URL to Lime CRM REST API. How do I update the URL in the Syncify Service?

Solution

This requires access to the server where the Syncify service is installed (typically the ERP server).

  1. Start Syncify.Client.CrmDesktopSetup.exe as administrator.
  2. Update the URL in the API URL text box.
  3. Save the settings.
  4. Restart the Syncify Service in Windows services.

Many times when you do this, you also need to set back the clock for the invoice sync in order to not miss any information that could not be sent due to the URL being wrong. How to do that is described in the case below.

Set Back the Clock for the Invoice Sync

Description

For some reason, changes on invoices or invoice rows have not been synced correctly to Lime CRM.

Solution

If it is not for too long, you can simply reset the cutoff time for the sync to let it fetch all invoices updated after your desired point in time. If it is a very long time ago since it last run successfully, doing a new migration of just Invoices and Invoice Rows might be a better option. That is not possible to do without Syncify's help though.

This requires access to the server where the Syncify service is installed (typically the ERP server).

  1. Open Syncify.Client.WindowsService.exe.Config in a text editor.
  2. Change the date value on this line <add key="TimeOfLatestSync" value="2019-01-25T17:06:06" />. Usually, it is located around line 34.
  3. Save the file. If it can not be saved in the same directory, use "Save as" to document folder and then copy and replace the file in the Syncify folder.
  4. Restart the Syncify Service in Windows services.

Upgrading Visma Administration Causes the Sync to Stop Working

Description

After an upgrade of Visma Administration, the sync of invoices stops working.

Solution

There is a file called adk.dll in the Visma Administration folder that is the link to the Visma Administration API. The same version of that file needs to exist also in the Syncify service folder. When Visma is upgraded, that file is changed and hence it needs to be copied again to the Syncify service folder. Based on which version of Visma Administration has been upgraded to, the path can be one of the following (most likely is that the upgrade was to a higher version than 2017.10).

  • Visma before SQL (earlier versions than 2017.10): C:\ProgramData\SPCS\SPCS Administration\Gemensamma filer
  • Visma after SQL (2017.10 and higher): C:\Program Files (x86)\SPCS\SPCS Administration

The folder for the Syncify service can vary between different installations but is typically: C:\Program files (x86)\ERP Connector. Historically, also these two have been used: C:\Program files (x86)\ERP Connector\Syncify C:\Program files (x86)\ERP Connector\Versionsnummer.