Integration Process

The following topic details high level integration processes. It is designed for System Administrators and Insula Software support staff.

1. Open the MYOB ODBC Connection. Integration continues only if successful.
2. Build Sql string for retriving TFS clients to integrate
   1. Select * from v_intTFSClient where
   2. If the integration profile has Integrate New Only set then
      1. Client.s_link_int is null
      2. Else
      3. ii. Client.s_link_int is null or client.s_link_int <> ‘N/A’
   3. If all clients are being integrated then
      1. Client.l_client_id <> 0
      2. Else
      3. Client.s_client_num = [value from profile]
   4. If any context other than [All Contexts] is in the profile then
      1. Client.l_context_id = [value from profile]
3. Read eligible TFS clients. Integration continues if there is at least 1 record
4. For each TFS Client in the recordset do the following
   1. Search MYOB for a matching record. If client.s_link_int is empty then search for a match where client.s_client_num = myob.cards.cardIdentification, else search using client.s_link_int = myob.cards.cardRecordId
   2. If a matching record is found then we build a SQL Update statement, using the client.s_link_int value as the primary key value of the record in MYOB to update.
   3. Else If no matching record is found then we build a SQL Update statement, using the value of 0 as the primary key value of the record in MYOB to update. This is because MYOB uses the update statement to insert a record, and it will automatically set the value of the primary key field when it sees the value of 0. Then the myob record is re-read to get the primary key value that myob assigned, and it is updated into TFS client.s_link_int
5. Emails are sent if the profile requires them.
6. A history record is created and saved to int_history.