Upvise Integration
Overview:
For detailed information about Upvise as a service, see the Upvise General- Solution Overview space.
The Upvise Integration screen in Workbench is used to manage the integration between Upvise and Workbench, ensuring that data flows correctly between the two systems. Licences Users can configure import and export settings, sync changes, and manually trigger updates as needed.
Getting Started:
The Upvise Integration will initially be set up by your workbench consultant to establish the connection between the systems.
Depending on their license type, users will either have Full Access, allowing them to adjust settings and sync changes, or Restricted Access, where they can only manually sync recent updates but cannot change import/export settings.
Licence | View Type | Description | Screen |
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Administrator | Full |
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Finance | Full | ||
Data Entry | Restricted |
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Job Costing | Restricted | ||
Other licences | No access | No access |
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Exports
Upvise Exports data every hour
This synchronisation can also be performed manually by clicking Export/Import.
Use setting 'Upvise Additional Fin Co Export Filtering' to limit data export to Upvise to only include data linked to the Finco indicated in the Integration screen. This will be applied to Companies, People, Plant tems/groups/locations, Stock Locations.
Exports | Controls & Settings |
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Read More: Contacts | |
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Read More: Projects | |
Read More: Equipment | |
Schedules (Docket Cost Schedules & Output Schedules |
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Frequent Job Sync |
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Read More: Jobs |
Imports
Upvise imports every hour
This sync can also be performed manually by clicking Export/Import.
Imports | Controls & Settings |
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Datasheets |
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Timesheets |
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AR Invoices |
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Plant Items |
Read More: Equipment |
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Read More: Jobs | |
Purchase Orders |
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Consultant note: For a detailed specs related to imports and exports see https://webwbdoc.atlassian.net/wiki/spaces/SPEC/pages/382403294/Upvise+Integration
Next Steps:
Check the import/export history on this screen by using the Previous, History, and Next links. Resolve any errors by checking the Message text.
Related Pages:
Process Flow: