First, check whether you use the connection on the LemonERP tab or the legacy Lemonsoft settings form. Their credentials and transfer options differ.

  1. Open the LemonERP tab under integrations if it is available for your organization.
  2. Select the intended Environment and fill in Base URL, Username, Password, Database and API Key using the details provided by your administrator.
  3. Save the credentials and test the connection.
  4. Configure the required transfer functions, their filters and the field mappings.
  5. Check, for example, the customer folder and device card selections and invoice numbering before enabling transfers.
  6. Monitor the results of the first transfers in the integration log.

Previewing contract invoices

Testing the connection and previewing contract invoices are separate operations. Test Contract Invoice Sync checks the contract invoices to be transferred without creating invoices or products in LemonERP. First, select the invoice number series under Create Invoices as and configure the Contract Groups and Contract Types filters if needed.

Once the preview is complete, open View Results. Check the invoices to be transferred, missing customer mappings, skipped invoices and errors. You can also review a summary of the invoice data in the results. The preview does not start the actual invoice transfer.

Transferring suppliers, Spots and offer projects

  • Supplier Sync: transfers active Spotilla suppliers to LemonERP. Each supplier must have a name and a supplier number. An existing supplier is matched by supplier number, a missing supplier is created, and changed details are updated for suppliers that are already mapped. First, use Test Full Supplier Sync and check View Results. Start the actual transfer with Perform Full Supplier Sync.
  • Spot Product Sync: creates LemonERP products from active Spots for sales order service serial numbers, or maps them to matching existing products. Select the LemonERP product group before transferring. Spots that are already mapped are not created again.
  • Won-Offer Project Sync: creates a LemonERP project or maps the offer to an existing project by project number. The offer must be won, and the project number must be a positive integer without leading zeros. Use Test Won-Offer Project Sync and check View Results before clicking Perform Won-Offer Project Sync.

Enable the transfers you need using their In use options and save the settings. Check the resulting mappings in the overview for the relevant transfer and the results of actual transfers on the Integration Logs tab.

Transferring work hours and absences

Worktime Sync sends approved, completed entries from Spotilla to LemonERP. Set Sync frequency and, if needed, Sync weekday. Make sure that users and salary types are mapped to LemonERP.

To transfer absences as well, select Sync sick-leave entries and its Sick-leave payroll code and, if needed, Sync vacation entries and Vacation payroll code. Enabling regular worktime synchronization alone does not enable these absence transfers.

You can check the data under Test Worktime Sync. Filter by user and date range, select Run Preview and open View Results once it is complete. Check the entries to be transferred and the reasons for skipped entries before the actual transfer.

The legacy Lemonsoft form uses Sentral API key. Use it only if your organization's connection has been agreed to use this implementation. Do not copy the new connection's settings into the legacy form by default.