Overview
You can try Velixo NX without contacting Velixo for a trial license. A free trial starts when you create a local connection to an ERP that doesn’t have a Velixo license yet. Free trials are available for Acumatica-based ERPs and Sage Intacct.
Before you start, install Velixo NX and sign in. See Getting started with Velixo NX.
Start a free trial
The details a connection needs depend on your ERP. For the fields and sign-in methods, see the connection guide:
Connecting Velixo NX to an Acumatica-based ERP
You can’t start a trial from a predefined connection. A predefined connection is created in the Velixo Portal and added to your workbook from the Predefined tab.
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In the Connection Manager, create a local connection to your ERP.
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Velixo NX checks whether you’re eligible for a free trial. If you are:
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If you signed in with a corporate email address, a dialog says that the connection isn’t licensed and asks whether you’d like to check your eligibility for a free trial. Select OK.
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If you signed in with a personal email address, the Velixo Free Trial form opens. Enter your company name, your company website address, and your corporate email address, then select Request a free trial.
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When the trial starts, a Congratulations! message shows the date until which you can evaluate Velixo NX. Select OK.
Velixo NX saves your connection, and you can start building reports.
If the trial doesn’t start
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You aren’t eligible – Velixo NX shows only the message that the connection isn’t licensed.
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Velixo can’t create the trial – a message asks you to contact [email protected].
Next steps
To build your first report with Velixo formulas, see the guide for your ERP: