Knowledge Base

PROGRAM: dpQWSync for e-automate - Configuration

Table of Contents
QW\EA - Configuration
Related FAQs
QW\EA - Sync Configuration
QW\EA - Sync Configuration
  1. Window's Start/Program Files/Hogan Data/DataPlus 4.0/QWSync Configuration
    2. DataPlus Server Settings
  2. Default setting from prior setup
    3. DataPlusCredential Settings
    Windows Authentication
  3. User: sa SQL or Windows user name
  4. Password: password user name password
    5. Integrated Security
  5. Check Integrated Security
    6. Misc Settings
  6. Sync EA Contacts: Check if you want to sync e-automate customer contact to QuoteWerks
  7. Timeout: 5 change time if needed
  8. Optional: Click on More >>
QW\EA - Sync Configuration
    Sync Settings
  1. Optional: Only Active: Check or UnCheck
  2. Optional: Include Imported: Check or UnCheck
    3. Inventory Item Settings
  3. Optional: Click Edit Line-Item Mappings
QW\EA - Sync Configuration
    Quote Line-Item Mapping
    Line Mapping
  1. Mapping (Sample)
    2. Vendor
    1. Konica
    2. Konica
    3. Konica

    4. Sharp, Inc.
    5. Sharp, Inc.
    6. Sharp, Inc.
    e-automate Field
    1. CategoryCode
    2. Description
    3. Item

    4. CategoryCode
    5. Description
    6. Item
    e-automate Value
    1. QuoteWerks
    2. Blank
    3. Blank

    4. Blank
    5. Blank
    6. Blank
    Dynamic QuoteWerks Field
    1. Blank
    2. Description
    3. VendorPartNumber

    4. CustomText01
    5. Description
    6. VendorPartNumber
  2. Close
QW\EA - Sync Configuration
    Sync Settings
  1. Save All
  2. Close
Sync EA Contacts
Sync EA Contacts
  1. Check Sync EA Contacts
  2. Click on Save
  3. Close

Sync EA Contacts
    Edit Contacts
  1. Open QuoteWerks and create new quote
  2. From toolbar click on Contacts
  3. Click on Edit
  4. Choose contact
    5. Edit Contact / Account
  5. ID: = QW ID
    [dbo].[PrimaryContacts].[ID]
  6. Account Number: = EA Customer Number
  7. Accounting Cust ID: = EA ContactID
    [dbo].[ARCustomers].[CustomerID]
    8. eautomate push
  8. Accounting Cust ID field is used to push quote to EA.
Sync EA Items & Contacts
Sync EA Items & Contacts
    32bit Machine
  1. In Windows Explorer, Browse to C:\Program Files\Hogan Data\dpQWSync Server
    2. 64bit Machine
  2. In Windows Explorer, Browse to C:\Program Files (x86)\Hogan Data\dpQWSync Server
    3. Microsoft Task Scheduler
  3. Open Microsoft Task Scheduler
  4. We recommend creating a new folder: DataPlus
  5. Create scheduled task in DataPlus folder to run the Sync-QWS (TSD-64BIT).bat batch file
  6. This should be run daily in the evening.

Related FAQs
   
Software Solutions
DataPlus Integration
DataPlus ERP Integration
DataPlus Custom Integration
DataPlus Addons
DataPlus Plugins & Tools
Hosting Solutions
Mobile Solutions
QuoteWerks Quoting Solutions
QuoteWerks Integration
QuoteWerks Subscription & Licensing
Act! CRM Solutions
CRM
CRM & Marketing Automation
Marketing Automation
Pricing
Mobile Solutions
Helpful Links
Act! Hosting Solutions
Act! Mobile Messenger
Act! ERP Integration
Act! Custom Integration
Act! Addons
Act! Plugins & Tools
Act! Training
Act! Resources
Act! Support
Act! Community
Act! Downloads & Updates
Learning - Support
Software Support
Support (GoToAssist)
Support Plans
Training
Act! Training
KB Hogan Data / DataPlus
KB Act! Questions
KB QuoteWerks Questions
Contact Us
About Us
How Can We Help You
Privacy Policy
Return Policy
Resources
DataPlus Subscription
DataPlus Maintenance
QuoteWerks Maintenance
Partner Lead Submission
Secure CC Authorization
Secure CC Pre-Authorization

Translate this page:
©1995 - 2019 HOGAN DATA | All rights reserved