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moneyworks:hksdk_connector [2015/07/21 16:07] – created Adrian Boonemoneyworks:hksdk_connector [2024/03/20 15:17] (current) – Fix broken link to component Adrian Boone
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 =====Introduction===== =====Introduction=====
  
-The Moneyworks connector is a standalone application (Windows or Mac) using our [[:4d_moneyworks_component|Moneyworks component]] which is designed to periodically (or manually) export and import transactions between EDI and Moneyworks. It works in conjunction with a similar EDI connector application which generates XML files for import into Moneyworks, and processes XML files exported by Moneyworks. The basic process, which we call syncing, is:+The Moneyworks connector is a standalone application (Windows or Mac) using our [[:moneyworks:4d_moneyworks_component|Moneyworks component]] which is designed to periodically (or manually) export and import transactions between EDI and Moneyworks. It works in conjunction with a similar EDI connector application which generates XML files for import into Moneyworks, and processes XML files exported by Moneyworks. The basic process, which we call syncing, is:
  
   * EDI connector generates XML orders in a specified import folder (one order per XML file)   * EDI connector generates XML orders in a specified import folder (one order per XML file)
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     * By default, //Export every X syncs// is set to 1 so that an export sync is done every time, but that can be edited so that exports run less frequently e.g. if set to 24 and with a sync interval of 60 minutes, imports will run approximately every hour, but exports will only run approximately once a day     * By default, //Export every X syncs// is set to 1 so that an export sync is done every time, but that can be edited so that exports run less frequently e.g. if set to 24 and with a sync interval of 60 minutes, imports will run approximately every hour, but exports will only run approximately once a day
  
-==== Initial Setup of Moneyworks Datafile ====+===== Initial setup of Moneyworks datafile =====
  
   * Make sure that the item codes in Moneyworks match those in EDI: the GTIN code in EDI corresponds to Product.Barcode in Moneyworks   * Make sure that the item codes in Moneyworks match those in EDI: the GTIN code in EDI corresponds to Product.Barcode in Moneyworks
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   * Make sure that the tax codes in Moneyworks have been setup correctly, with the same rates as in EDI.   * Make sure that the tax codes in Moneyworks have been setup correctly, with the same rates as in EDI.
  
-==== Common Errors ====+===== Common errors =====
  
   * No period has been opened in Moneyworks for a new transaction   * No period has been opened in Moneyworks for a new transaction
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