Create Erp connection for DNB Accounting
Prerequisites
- A Aritma resource group id.
- A DNB Accounting account.
Step 1
Create
a new ERP connection to DNB Accounting
In this step, we're will create a new ERP connection to DNB Accounting.
- Authorize yourself under
Security
. - In the
body
replace theresourceGroupId
with theresourceGroupId
provided to you by Aritma. - Replace the value of
email
with your email. The email will become the name of the ERP connection, and you will receive an email to this address with a link needed in the next step. - The
callbackURI
is the landing page the user is sent after onboarding is complete. - Press
Send
.
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Step 2
Login with your DNB Accounting account
FromStep 1
you should have received an email from noreply@aritma.com
with a link promoting a login to your DNB Accounting account.- When logged in you are asked to grant access for Aritma to handle data in DNB Accounting on your behalf.
Aritma needs access to the following scopes.
Scopes |
---|
AppFramework |
Salse.Invoice |
Accounting.Journal |
Bank.Payment |
openid |
profile |
offline_access |
- Next, which companies you want to give access to. If you just want to give access to one company click activate on that company. If you want to give access to more than one company check the companies you want and click activate at the top of the table.
- After activation, you are redirected to the uri provided as
callbackuri
inStep 1
.
Test ERP connection
In this section, we will use the newly created ERP connection to get a list of clients connected to that ERP connection.
Note:
If you still have the
erpconnectionId
of the new ERP connection, you can jump to Step 2
.Step 1
Get
a list of ERP connection under a Resource Group
In this step we will use the resourceGroupId
we used when creating a new ERP connection, to get a list of all ERP connection that has that resource group as a parent.- Authorize yourself under
Security
. - Under
Parameters
enter yourresourceGroupId
. - Press
Send
.
The response will be a list of all the erpconnections that the resource group has access.
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Step 2
Get
all clients connected to an ERP connection
In this step, we will use an id from an ERP connection from Step 1
to receive a list of all the clients connected to that ERP connection. - Authorize yourself under
Security
. - Under
Parameters
enter anerpConnectionId
. - Press
Send
.
The response will be a list of clients that are connected to the given ERP connection. A client in this context is a one-to-one mapping to a company in DNB Accounting.
NOTE: If you have a company in DNB Accounting namedTest Company
this company will be represented as a client with the nameTest Company
.
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