Connection Manager

Created by Damien Zwillinger, Modified on Thu, 05 Oct 2023 at 05:48 PM by Gabriel Michaud

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 Advanced, 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.

  • 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).

    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 the ERP 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.  If 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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