Create Erp connection for Uni Economy

Prerequisites

  • A Aritma resource group id.
  • A Uni Economy account.

Step 1

Create a new ERP connection to Uni Economy

In this step, we're will create a new ERP connection to Uni Economy.

  • Authorize yourself under Security.
  • In the body replace the resourceGroupId with the resourceGroupId 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 used in the next step.
  • The callbackURI is the landing page the user is sent after onboarding is complete.
  • Press Send.
Loading...

Step 2

Login with your Uni Economy account

From Step 1 you should have received an email from noreply@aritma.com with a link promoting a login to your Uni Economy account.
  • When logged in you are asked to grant access for Aritma to handle data in Uni Economy on your behalf.

Aritma needs access to the following scopes.

Scopes
AppFramework
Salse.Invoice
Accounting.Journal
Bank.Payment
openid
profile
offline_access
  • Next, you have to choose 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 in Step 1.

Test ERP connection

In this section, we will use the newly created ERP connection to get a list of clients connected to the 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 connections 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 connections that has that resource group as a parent.
  • Authorize yourself under Security.
  • Under Parameters enter your resourceGroupId.
  • Press Send.

The response will be a list of all the ERP connections that the resource group has access.

Loading...

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 an erpConnectionId.
  • 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 Uni Economy.

NOTE: If you have a company in Uni Economy named Test Company this company will be represented as a client with the name Test Company
Loading...