TRIAL GUIDE INTRODUCTION INSTALL & SET-UP

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1 TRIAL GUIDE

2 TRIAL GUIDE INTRODUCTION Our goal at eone Solutions is to ensure you have a great experience trialing and using SmartConnect. This trial guide includes a summary of: Install & Set-Up Steps SmartConnect Help Resources & Basics Building Your First Integration Training Recommendations Common Questions Contact Information INSTALL & SET-UP 1. Prior to installing SmartConnect, ensure you ve met the SmartConnect Pre-requisites. In the SmartConnect Manual (select for the version of SmartConnect you re using), navigate to Installation/Upgrade Installation Pre-requisites 2. Confirm that the systems and applications you re integrating with are compatible with SmartConnect. In the SmartConnect Manual (select for the version of SmartConnect you re using), navigate to Installation/Upgrade Installation Compatibility 3. Download SmartConnect from the SmartConnect Downloads Page. Step-by-step instructions for installation are in the SmartConnect Manual (select the version of SmartConnect you re using). 1

3 4. Launch SmartConnect and enter your Account Code for SmartConnect. Learn how to access your SmartConnect Account Code in the SmartConnect Manual (select the manual for the version you re using) and navigate to Installation/Upgrade Registration. 5. Run System Maintenance. When you initially launch SmartConnect, you ll be prompted to run System Maintenance, which will set up core processes and tables. You will also want to run System Maintenance in the scenarios where you setup new connectors and also after you upgrade SmartConnect. Each time you Run System Maintenance, SmartConnect registers the connectors and applies updates. 2

4 6. Set up the appropriate connectors for the systems you ll be using within your SmartConnect integrations. Example: If you re going to integrate with Microsoft Dynamics CRM, you ll need to set up the Microsoft Dynamics CRM Connector and enter important details, like the authentication for your CRM environment(s). Refer to the SmartConnect Manual for the version you re using for specific setup details per connector. 3

5 The following connectors require setup before you can use them within a SmartConnect Integration: Microsoft Dynamics GP Microsoft Dynamics NAV Use for Dynamics 365 for Business Financials integration, too. Microsoft Dynamics CRM Use for Dynamics 365 for Sales, Customer Service, Field Service, and Project Service integration, too. Salesforce.com Web Service (For SOAP Web Service API s) REST Service (For REST Web Service API s) Xero Generic ODBC 4

6 *SmartTip* Ensure that you run System Maintenance after you set-up new SmartConnect connectors. 5

7 7. Create the users that you d like to have access to SmartConnect and assign them permissions. 6

8 8. At this point, you should be ready to start building, importing and exporting maps (integrations)! SUMMARY OF INSTALL & SETUP 1. Check pre-requisites and technical requirements for install. 2. Install SmartConnect. 3. Set up Connectors. 4. Create SmartConnect users and configure permissions. 5. Run Maintenance. 7

9 SMARTCONNECT COMMON TERMS AND RESOURCES Next, we ll review a few common terms, and important resources to bookmark. COMMON SMARTCONNECT TERMS: Additional Columns Located in the SmartConnect Mapping window, the additional columns contain data transformation that include, but are not limited to calculated fields, translation tables, rolling columns, and data columns. Data Source A SmartConnect data source is a connection to a store of data that is used as the source information for a SmartConnect map. Bulk Data Source A bulk data source is a data store that contains multiple transactions/records to be processed. Many records may be processed in a single map run. Change Data Source A change data source will allow you to configure a schedule for a map and run a map only on changes on the underlying data source since the last scheduled run. Real Time Data Source A real time data source will trigger processing of a SmartConnect map every time the underlying source data is changed. Destination A SmartConnect destination is a connection to a store of data that is to be the recipient of records processed by SmartConnect. Document When multiple transactions/records are processed during a SmartConnect run, each transaction/record processed and sent to the destination is called a document. Map A SmartConnect map defines an integration between a data source and a data destination. Task A task is a process (or step) that is to be run separate from the standard map processing, depending on the events that occur within the map process. Ex: If the map fails, send an with the errors to an address. 8

10 RESOURCES TO BOOKMARK SmartConnect Online Manual: Available here as a PDF and as an online version. eone Events Calendar: Available here; includes sign-up for trainings, demos, special events, and conferences. eone Support Center: Available here, where you can find: Forum Help Articles User Manuals Search the eone site Submit a support ticket CREATING YOUR FIRST INTEGRATION Following are steps, from a high-level, for creating your first SmartConnect integration: Prior, SmartConnect must be completely installed, and the connectors and users must be configured. Once those steps are completed, run system maintenance to ensure the latest updates are applied 1. Create a new map. 9

11 2. In the Map Setup, give your map a name (Map ID) and description (Map Description). 10

12 3. Specify the Source + Key Field. 11

13 4. Specify the Destination. Select the objects (entities/nodes) you d like to integrate with. For some destinations, you may integrate with multiple companies (databases) or multiple organizations. Double click on each of the destination objects (entities/nodes) to open the SmartConnect Mapping window. Example: Account (account), Contact (contact) entities below. 12

14 In the Mapping Window: Use the drag-n-drop interface to map columns from your source to your destination. Create Additional Columns to transform your data along the way. Once created, they are available in your source to map to your destination. 13

15 5. Specify other steps you d like to include in the Tasks. Example, if the map fails, send an notification with a list of errors to integrations@mycompany.com. 14

16 6. Schedule your integration (if it s not a real-time integration). 15

17 7. Click the Run button, to get the integration started. Happy integrating! 16

18 COMMON QUESTIONS Can SmartConnect integrate with? Visit to review the application-specific connectors that SmartConnect offers as well as the more generic data sources and destinations that you can connect to. Does SmartConnect work with Dynamics 365? Yes, for the Dynamics 365 sales, project service, field service, and customer service apps, use the Microsoft Dynamics CRM connector. For the Dynamics 365 Financials, use the Dynamics NAV connector. How does SmartConnect handle errors? In the options tab, if you select that you d to log errors, then SmartConnect will display the errors that have occurred in the Process Errors area. You can see which map failed, the run number that failed, the error message being received from the destination, and you can fix the error within the interface before re-running the maps. Are there templates available for SmartConnect? Yes, eone Solutions offers templates (starting points) on the eone website: Can I create templates for my team to use in SmartConnect? Yes, within SmartConnect in the Maintenance tab, you can create templates for Scripts, SQL Commands, and templates that can be used within your integrations. For example, one popular template that ships with SmartConnect is a notification that includes the list of errors that have occurred. Generally, companies will use this as a task for their map and will send the template that includes the list of errors when the map fails. If you d like to create a set of maps and use them as templates (starting points), you can export/import your maps and configurations using the import and export buttons in the maintenance tabs. 17

19 COMMON QUESTIONS (Continued) What is the price for SmartConnect? SmartConnect is available for purchase as a perpetual license-- $4, % annual maintenance, and also available as a monthly subscription --$267 USD/month. What is included in the purchase of SmartConnect? 3 Instances of SmartConnect All available connectors Access for unlimited users The SmartConnect Add-in for Excel The SmartConnect Web Client All Templates (starting points for your integrations) Where can SmartConnect be purchased? At the eone Shop. SmartConnect can be purchased directly or through an eone partner. What type of support is available for SmartConnect? eone Solutions offers support via chat, phone, and . Support hours can be purchased at the eone Shop. Unlimited support packages are also available. 18

20 TRAINING eone Solutions offers several training options for SmartConnect: SmartConnect Training Private Online $215/hour Minimum 4 hours eone s online training attempts to replicate the best of face-to-face training with the convenience of online training. Our widely popular online, private training sessions are conducted by our product gurus, live over join.me, with all the interaction you need. We allow you to have multiple participants from your organization attend so you can stretch your training dollars. We run our online, private sessions in 4 hour blocks of time and will cover what you prefer. Visit our eone shop page to pay for the 4 hour block of time. Once you ve paid for the hours services@eonesolutions.com to schedule your session SmartConnect Training Public Online $215/participant/session If you don t have 4 hours of time on your hands, you can join us for one of our topic-based public online sessions (see description and topics here). Each session runs for 1 hour at a time and is $215/participant/session. These sessions are great if you are just starting out with SmartConnect and want an introduction to the product. Visit the eone shop page to pay for the eone training hour(s), and then sign up for your SmartConnect Online Public Training on the eone Events page

21 TRAINING (Cont.) TRIAL GUIDE SmartConnect Training Private Onsite $215/hour + $300/day for Daily Expenses + Flights (per 8 attendees) Sometimes things just need to be about you, your team, and the best outcome. Private training is the perfect solution for companies who need to have their team focused not only on learning the product but implementing it after they ve been trained. We send a trainer to your site, provide full two days of training, and then stick around for one or two additional days to help ensure that you re practicing and implementing what you ve learned and doing so successfully. Our private training sessions are designed to help our partners and customers truly become product gurus. The companies taking advantage of private, onsite training are those who prefer to be independent on the implementation and support of the products. History suggest that companies who engage eone in private training benefit from: Internal ownership of the solution Knowledge across a wide group of people and not a single expert Better solutions as the training is based on real life scenarios Reduced cost of ownership over time Solutions that better fit their business To schedule a private training, services@eonesolutions.com. (Note that you will need to purchase hours prior to scheduling the time. If you d like advice on the number of hours to purchase, sales@eonesolutions.com)

22 TRAINING (Cont.) SmartConnect Training Regional Bootcamps Pricing, discount and course information available here. We host training at a new location each month, near major US cities. The SmartConnect Bootcamps are open for both eone partners and customers. We offer a 2-day SmartConnect Overview Bootcamp ($1,400/person) and a 1-Day SmartConnect for CRM Bootcamp ($1,000/person). Discounts are available when sending multiple people from the same company and when registering for all 3 days. Each attendee will receive hands on training from our experienced consultants, our latest training manual, and our training image. After the training session, each participant has the opportunity to take a test and become SmartConnect Certified. To register, view additional pricing information, the course descriptions, and see the cities we ll be in next, visit SmartConnect for CRM Integration Self-Paced Training Available for purchase here. Integrating with Microsoft Dynamics CRM and Dynamics 365 requires being able to work with all nuances of the different field types in CRM. Take the self-paced training course to learn how you can work with all standard and custom data, set up connections with your CRM instances and organizations, and ensure that you know the things you need to know for a successful CRM integration. This training is purchased as an annual subscription per company. You can have as many users access as you d like

23 Watch the Getting Started video Have questions? Contact us any time. or give us a call at We're happy to help! 22

24 THE RIGHT WAY ISN T DIFFICULT, IT S SMART.