Integration of partner platforms : Esker
Les termes employés dans l'article ci-dessous correspondent à iSYBUY. Pour trouver des équivalences iBAT, cliquez sur ce lien.
The "Partner App" button enables you to activate interfaces with iSYBUY partner platforms, available natively in the solution and completely autonomously.
The purpose of this article is to describe how Esker works.
In this article :
Who is Esker ?
Esker is a leading provider of cloud-based business process automation solutions. Their aim is to help companies increase productivity and improve collaboration, both internally and with their customers and suppliers, by offering appropriate dematerialisation solutions.
Why to activate the option ?
Activating the button enables daily synchronisation of data between iSYBUY and Esker. You will be able to choose whether you want daily, weekly or monthly feeds and at what time you want to receive them.
How to activate it ?
The first step is to contact support at support@ibat-solution.com so that we can give you access to a demo area where you can test the various automated workflows without risking affecting your production data.
Here are the possible workflows you can test :
- iSYBUY -> Esker: Orders and delivery notes
- Esker -> iSYBUY: Invoices
Once the tests are completed, go to the "Partner App" tab (2) of your "Management" tab (1).
In the list of different applications, go to the one of your choice, here, click on "Esker".
Then click on "Request activation of my FTP account".
A pop-up window will open. You will be able to confirm your choice. You will also be told that once the option has been activated, you will first be able to retrieve your login details and then upload your data to the server from the same page.
Note :
When the feed is active, it provides access to a log consultation page. The last 2,000 lines will be displayed. You will also see a button to download them.
Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!
Related keywords :
Integration - platforms - partners - app exchange - activation - esker - erp - test - flow - sandbox - FTP account