Connection Manager

Created by Harry Lewis, Modified on Wed, 29 Jan at 7:08 PM by Harry Lewis

To open the Connection Manager, click the Connection Manager icon in the Velixo NX ribbon:

Creating/Editing a Connection

In the Connection Manager side panel, you can either:

Add a new connection by clicking the + Add button,

or edit an existing connection by clicking the pencil icon:

You will then be taken to the Connection dialog:

The Connection dialog

In the Connection dialog, you will specify the following information:

Type: this is the type of ERP to which you are connecting (Acumatica, Cegid XRP Flex, Haufe x360, JAMIS Prime, MYOB Acumatica, or Sage Intacct):
Name: This is the friendly name for the connection, which must be unique (case does not matter). You will use this name later when building formulas that refer to it. By default, Velixo NX will provide a name that corresponds to the type of the connection. You are welcome to keep that name or change it to something else.

For Acumatica, Cegid, JAMIS, MYOB, Haufe connections:

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).

Example: https://mycompany.com/erp.

NOTES:
only the root address needs to be entered; if you copy-paste from your web browser address bar, you do not need to include Frames/Login.aspx?ReturnUrl=%2f

For any connection except "localhost", the URL must be a fully qualified domain name (even when connecting to a private server)

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

For Sage Intacct connections:

Company ID: The Sage Intacct Company ID to which you want to connect.

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 your credentials for the connection, they will be saved to your Velixo Windows Registry profile on this computer and encrypted with the Windows Data Protection API (DPAPI).

Additional Info

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 "key" button to establish a secure OAuth connection for single sign-on to your ERP or when using multi-factor authentication with Acumatica 2019 R2 or newer.

Saving and re-using your connection information

Once you have created your connection, you can save it as an Excel Template. Whenever you want to start a new report, you can use that template to create a workbook with your connection information already defined.

New to Velixo?

If your organization is new to Velixo NX, you can activate a 15-day free trial license automatically when you connect to your ERP instance via the Velixo NX Connection Manager.

When you attempt to connect to your ERP, you will see this message:

Simply click the OK button and then complete the registration process.

Once complete, your connection will be established, and your trial period will have begun: