Installation Instructions

Preparations

  • Check that the requirements are met.
  • Make sure that LIP is installed in order to easily install the add-on. If LIP is not installed, you need to manually download the LIP zip file and extract the files necessary from it.

Installation in Lime CRM

This section describes what needs to be done in Lime CRM to set up the integration.

  1. Enter the VBA editor in the desktop client and run lip.Install "erpconnector-erpmaster" from the immediate window.
  2. Make sure that the configuration variables at the top of the VBA file AO_ERPConnector_ERPMaster look correct.
  3. From the immediate window, run the command AO_ERPConnector_ERPMaster.Validate. This will print to the immediate window if any of the configuration variables point to tables or fields that do not exist.
  4. In the VBA module ControlsHandlerCompany, add code marked with ADD-ON erpconnector-erpmaster as in the file ControlsHandlerCompany.Setup.txt. If there is no VBA module ControlsHandlerCompany: Add it and make sure it is instantiated in GeneralControlsHandler.
  5. In the VBA module LC_ActionpadCompany, add code marked with ADD-ON erpconnector-erpmaster as in the file LC_ActionpadCompany.CopyAddress.txt.
  6. Compile and save the VBA project.

Installation of Syncify Service

This is managed by Syncify. Both for on-premise and cloud ERP systems.