Connection Manager (Classic)

Created by Harry Lewis, Modified on Fri, 10 Nov 2023 at 04:59 PM by Harry Lewis

Applies to:

  • Velixo Classic
  • Acumatica, CEGID, Haufe x369, Jamis Prime, MYOB Advanced


TABLE OF CONTENTS



The Velixo Connection Manager is used to add, edit, or remove a workbook's connection(s) to one or more ERPs.

 


Add Connection

Click Add Connection to add a new connection. Opens Connection Editor.

 

Connection status

Each connection shows their status using one of the three cloud icons:


Connected.png

Connected

Offline.png

Offline

Disconnected.png

Not connected yet and not in the offline mode

 

 

Connection menu

Depending on the connection type and status, not all options may be available.


 

Edit

Opens Connection Editor to change the connection details.

 

Remove

Removes the connection without further confirmation.

 

License Status

Shows a message box about the connection's license:

 

Validate Inquiries

Checks the connection to confirm that all required Velixo inquiries are available within the selected connection. 


Recreate Inquiries

Recreates all inquiries for the connection.  This is not something you need to do unless instructed to (ex. after a major update).

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