SenseTask allows for bidirectional data synchronization with WinMENTOR Enterprise through web services (REST server). This synchronization, initiated with a single click from SenseTask, includes:
- Synchronizing data from WinMENTOR Enterprise into the platform to match extracted data with ERP entries (inventory, catalogs, account plans, orders, etc.)
- Exporting extracted data from documents back into WinMENTOR Enterprise.
Enable integration with WinMENTOR Enterprise #
To enable integration with WinMENTOR Enterprise (WME), go to Settings > Integrations and click Enable next to WinMENTOR Enterprise. The integration with WME is now active.
Create a WinMENTOR Enterprise export template #
An export template will be created for each organization in WME. Click Create a new template and fill in the details in each step of the export template configuration wizard.
Step 1: General #
- Name: the name of the export template (using the organization’s name is recommended)
- Reference CIF: the organization’s tax code for export
- Export type:
- Quantitative
- Value-based
- Synchronize new products
- Product synchronization key:
- ExternalCode
- InternalCode
- Partner synchronization key:
- ExternalCode
- TaxCode
- Assemblies
- Recalculate purchase price
Click Next to proceed to the next step.
Step 2: Defaults #
- Supplier Order Creation
- VAT on collection
- Receipts prices include VAT
- VAT exempt
- Default series
- Default account type
- Default service account
- Default VAT rate
Click Next to proceed to the next step.
Step 3: 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 appear with the test result.
At each step, you can reset settings to their defaults by clicking Restore defaults.
Click Save to save the template.
Synchronize data from WinMENTOR Enterprise to SenseTask #
Once the export template for WinMENTOR Enterprise has been created, you can synchronize data from WME into SenseTask. Next to the newly created template, click the three-dot button in the Actions column, then select Synchronize (you can do this in file Review also).
After starting a synchronization process, it is recommended to wait until it completes before starting another one; simultaneous synchronization across multiple labels is not advised.
Once synchronized, you will be able to view this data in the document review process within the respective fields (labels).
For more information on synchronizing external data in SenseTask, visit Synchronize external data in SenseTask.