Entersoft sync

Import customers and items from Entersoft ERP into the CRM, and push orders back. Page: Integrations → Entersoft (/entersoft).

Configure the connection

Click Configure (or open the Entersoft card on Integrations). Fill in:

• API Base URL, Subscription ID, Subscription Password (encrypted)
• Bridge ID, Branch ID, User ID (ERP), User Password (ERP) (encrypted), Language ID
• Order push: Order Document Type Code, Order Serie Code, Default Payment Method GID

Click Test Connection to check it.

Run a sync

Three cards start a background run:

• Sync Customers: all customers and contacts.
• Sync Items: all products and services.
• Full Sync: both in one run.

A message says Sync started. Progress is in Sync Logs (use Refresh): status (Pending, Running, Success, Failed), who started it, counts of processed, created, updated and failed records, and any error.

Field mapping

The page lists how Entersoft fields map into the CRM, for example Code, Name, EMailAddress, TaxRegistrationNumber, Taxoffice for customers and ItemCode, ItemDescription, Price, RetailPrice, fMUCode for items.

Order push

Order Push (CRM → Entersoft) documents the document header and line fields sent, and Test Order Push tries it. Check the listed Required prerequisites first.

An Entersoft Test page (/entersoft/test) is also linked from the card.