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Synergist Connect: Exporting to Accounts from the web portal
Author: Rob Smith Reference Number: AA-01050 Views: 689 Created: 05-04-2017 12:44 pm Last Updated: 30-08-2017 02:06 pm 0 Rating/ Voters

Issue/Requirement: 

Setup a link to an accounts system via the Synergist v12+ Web Portal.

* Assumption: The current site has a fully working Synergist Accounts link already setup. If not refer to the below articles

Setting Up an Accounts link
Sage Data Location




Solution:


The first step is to install the Synergist Connect client software, this is a piece of "middleware" designed to interface Synergist with the current accounts data.  Synergist Connect is solely for use on sites that are utilising the Synergist Web Portal only as the Web Portal cannot interact directly with an accounts system on its own thourgh any web browser.




Step 1 : Download the Synergist Connect Software from the Synergist FTP web

User Name: syn-tbs
Password: tbs1444

Synergist Connect Download

Step 2 :  Install Synergist Connect

Click Next->


Leave the Install Folder at the default Location->Next




You are installing to the c:\ so will need UAC access->Click Install->Click "YES" when prompted withte UAC message



  Step 3 :  Open Synergist Connect



Populate the settings to connect the Synergist Connect software to the Synergist server, which will then allow Synergist Connect to interface with the Accounts System.






Step 4 :  Connect to the Server, and after a Synchronisation you should be able to access the Export to accounts options.






Custom Fields
  • Platform: Windows
  • 4D server version: 13.x
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