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Accounts integration is performed automatically when running the integration software. Accounts Receivable Clients/Customers and Job Cost Job Information will be created and synchronised to Framework. 

Performing Integration - Wizard

Note: To run the Accounts Integration Wizard, the UseWizard setting in the ini file must be set to 1. If the UseWizard setting is set to 0, please follow the Performing Integration - Automatic procedure.

In Framework Integration:

  1. From the File menu, select Open. The Select Location of Ini File dialog will be displayed.
  2. Select the location of the ini file.
  3. Click the Open button.
  4. At the welcome screen, click the Next button. The Data Source Names dialog will be displayed.

  5. Edit the required settings.
  6. Click the Next button. The Integration Criteria dialog will be displayed.

  7. Select which information to export to Dynamics by ticking the actions.

    Note: at least one action MUST be selected.
  8. Click the Next button. The Email dialog will be displayed.

  9. Enter the required email options.

    Note: Users can either use Microsoft Outlook (Mapi) or a selected mail server (SMTP) or choose not to email the output. Multiple email recipients can be sent by adding a semi-colon (;) after each email address.
  10. Click the Next button. The Proceed with Integration dialog will be displayed.
  11. Click the Next button to begin integration.
  12. When the process has completed, the Integration Complete dialog will be displayed.
  13. Click the Finish button.

Performing Integration - Automatic

Note: To perform integration automatically, the UseWizard setting in the ini file must be set to 0. If the UseWizard setting is set to 1, please follow the Performing Integration - Wizard procedure.

In Framework Integration:

  1. From the File menu, select Open. The Select Location of Ini File dialog will be displayed.
  2. Select the location of the ini file.
  3. Click the Open button.



  4. Click the Start button to begin integration based on the settings in the selected ini file.
  5. When the process has completed, click the OK button.
  6. Select the Output tab to display a detailed summary of what was processed.
  7. Click the Close button.
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