Overview

After clicking Add Connection (or the pencil icon on an existing connection) in the Velixo NX Connections panel...

... you will be taken to the NX 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 Advanced, or Sage Intacct)

  • Name: The friendly name for the connection, which must be unique. This name will appear later when building formulas that refer to it.

  • URI: The ERP website URL. This needs to be the full root URL - including the protocol (HTTP or HTTPS) and subfolder (if applicable).
    Example: https://mycompany.com/erp.

    • NOTE: 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

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

  • 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. I f you decide to save the password for the connection, the password won't be saved within the spreadsheet. Instead the password is saved to your Velixo user profile 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 button to establish a secure OAuth connection for single sign-on connection or when using multi-factor authentication with Acumatica 2019 R2 or newer.

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