SenseTask allows for bidirectional data synchronization with Nexus ERP through web services (REST server). This synchronization can be triggered from SenseTask with a single click and includes:
- Synchronizing data from Nexus ERP into the platform, enabling extracted data to match ERP entries (inventory, catalogs, account plans, orders, etc.)
- Exporting extracted data from documents into Nexus ERP.
Enable integration with Nexus ERP #
To enable the integration with Nexus ERP, go to Settings > Integrations and click Enable next to Nexus ERP. The integration with Nexus ERP is now active.
Create a Nexus ERP export template #
An export template will be created for each organization in Nexus ERP. Click Create a new template.
Complete the details in each step of the export template configuration wizard.
Step 1: General #
- Name: the export template name (the organization’s name is recommended)
- Reference CIF: the organization’s tax code for export
- Export type:
- Quantitative
- Value-based
- Synchronize new items
- Synchronize new partners
- Assemblies
- Synchronize by invoice number
- Recalculate purchase price
Click Next to proceed to the next step.
Step 2: Grouping #
- Group by VAT
- Group by invoice type
- Group by invoice period
Click Next to proceed to the next step.
Step 3: Defaults #
- Cash-in-hand VAT
- Validated
- Credit account ID
- Debit account ID
- Default inventory management ID
- Default subunit
- Default product class
- Credit account type
- Debit account type
Click Next to proceed to the next step.
Step 4: Synchronization #
- URL
- HTTP/HTTPS
- PORT
- Authorization header – key
- Authorization header – value
To test the connection to the specified server, click Test connection. A message will display the test result.
At each step, you can restore default settings by clicking Restore default settings.
Click Save to save the template.
Synchronize data from Nexus ERP to SenseTask #
Once the Nexus ERP export template has been created, you can synchronize data from Nexus ERP into SenseTask. Next to the newly created template, click the three-dot button in the Actions column, then select Synchronize.
After starting a synchronization process, it is recommended to wait for it to complete before initiating another; simultaneous synchronization across multiple labels is not advised.
Once synchronized, you will be able to view this data during the document review process, in the respective fields (labels).
For more information on synchronizing external data in SenseTask, visit Synchronize external data in SenseTask.