External System Configuration

Figure 1.1 External System Configuration on Application Settings Menu

Configuring your ERP/external system is the first step to using incentX. Once your ERP is configured, your existing
customer, item and sales data will be available in IncentX, and new customers and orders you create in incentX will
automatically sync to your ERP.

Some ERP systems limit aspects of CRM functionality, so you should set up your ERP before doing any work in incentX

Choose an ERP system from the drop-down list.

Once you choose your ERP, you will not be able to change it.

incentX automatically connects to cloud-based ERP systems; you just need to provide authentication credentials.On-premises ERP systems will require installing an incentX ERP Utility which will run on a server on your local network, connect to your ERP, and send data back and forth to incentX.

incentX typically syncs data at thousands of records per minute, but if you have a large set of existing customers, items, orders, and invoices, it may take a while for all data to sync and appear in incentX. You may want to do the initial configuration and leave the sync running at the end of the business day or over a weekend so that you don’t slow down your ERP while other people in the office are trying to use it. Once incentX has completed the initial sync, data transfers happen frequently with smaller amounts of data and don’t pose a performance burden.

Was this article helpful?

Related Articles

Need Support?

Can't find the answer you're looking for?
Contact Support