Connection Manager

Created by Harry Lewis, Modified on Tue, 1 Oct at 4:43 PM by Harry Lewis

Click the Connection Manager icon:

to open the Connection Manager side panel.

To add a new connection, click the + Add button,

or the pencil icon to edit an existing connection:

You will be taken to the Add Connection or Edit Connection dialog:

The Add/Edit Connection dialog includes the following:

Type: The type of ERP to which you are connecting (Acumatica, Cegid XRP Flex, JAMIS Prime, MYOB Acumatica, or Sage Intacct)
Name: The friendly name for the connection, which must be unique (case does not matter). This name will appear later when building formulas that refer to it. By default, Velixo NX will provide a name that corresponds to the type of the connection. You are welcome to keep that name or change it to something else.

For Acumatica, Cegid, JAMIS, MYOB, Haufe connections:

URI: The ERP website URL. This needs to be the full root URL - including the protocol (HTTPS - Velixo NX does not support non-secure HTTP connections) and subfolder (if applicable).

Example: https://mycompany.com/erp.

NOTES:
only the root address need be entered; if you copy-paste from your web browser address bar, you do not need to include Frames/Login.aspx?ReturnUrl=%2f

For any connection except "localhost", the URL must be a fully qualified domain name (even when connecting to a private server)

Tenant: The tenant to which you want to connect. If the ERP is configured with only a single tenant, the name is typically Company.

For Sage Intacct connections:

Company ID: The Sage Intacct Company ID to which you want to connect.

Username/Password: The username and password for the ERP account—an account that has sufficient access rights.
Remember Credentials: Check this box to save the password. If you decide to save your credentials for the connection, they will b e saved to your Velixo user profile on this computer and encrypted with the Windows Data Protection API (DPAPI).
Connect: Click this button to attempt the connection and save it if successful.

NOTE: Hold down the SHIFT key while clicking this button to connect to all configured connections in the workbook—using the same username/password combination.

Secure (OAuth) Sign-on:

click this "key" button to establish a secure OAuth connection for single sign-on connection or when using multi-factor authentication with Acumatica 2019 R2 or newer.

Saving and re-using your connection information

Once you have created your connection, you may want to create an Excel Template so that you don't have to re-create the connection for each new report.